JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionArizona State Retirement System
Latest Disclosed Ownership745,877 shares
Latest Disclosed Value $ 219,407,178
Arizona State Retirement System reports 3.02% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Arizona State Retirement System filed a 13F-HR form disclosing ownership of 745,877 shares of JPMorgan Chase & Co. (MX:JPM) valued at $219,407,178 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 769,098 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.02% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 745,877 -23,221 -3.02 219,407 -11.46 1.2831
2026-01-28 2025-12-31 13F JPMORGAN CHASE COM 46625H100 769,098 -42,288 -5.21 247,819 -3.17 1.3481
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 811,386 -6,036 -0.74 255,935 8.00 1.3640
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 817,422 -2,937 -0.36 236,979 17.76 1.3654
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 820,359 -7,253 -0.88 201,234 1.44 1.2810
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 827,612 4,235 0.51 198,387 14.27 1.2125
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 823,377 -9,260 -1.11 173,617 3.09 1.0950
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 832,637 3,015 0.36 168,409 1.35 1.1242
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 829,622 12,013 1.47 166,173 19.48 1.1497
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 817,609 -9,552 -1.15 139,075 15.94 1.0554
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 827,161 -10,784 -1.29 119,955 -1.57 1.0191
2023-08-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 837,945 37,055 4.63 121,871 16.78 0.9892
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 800,890 1,847 0.23 104,364 -2.60 0.9365
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 799,043 677 0.08 107,152 28.43 1.0347
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 798,366 -11,725 -1.45 83,429 -8.54 0.8629
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 810,091 -831 -0.10 91,224 -17.48 0.8854
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 810,922 -7,474 -0.91 110,545 -14.70 0.8905
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 818,396 -25,755 -3.05 129,593 -6.21 0.9873
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 844,151 -10,806 -1.26 138,179 3.91 1.1275
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 854,957 -4,039 -0.47 132,980 1.69 1.0813
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 858,996 -46,315 -5.12 130,765 13.67 1.1423
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 905,311 -21,355 -2.30 115,038 28.95 1.0434
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 926,666 204,569 28.33 89,210 31.35 0.8869
2020-08-04 2020-06-30 13F JPMORGAN CHASE COM 46625H100 722,097 122,444 20.42 67,920 25.81 0.9581
2020-05-05 2020-03-31 13F JPMORGAN CHASE COM 46625H100 599,653 -20,613 -3.32 53,987 -37.56 0.9280
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 620,266 -32,909 -5.04 86,465 12.48 1.0411
2019-10-31 2019-09-30 13F JPMORGAN CHASE COM 46625H100 653,175 -17,510 -2.61 76,872 2.52 0.9380
2019-07-25 2019-06-30 13F JPMORGAN CHASE COM 46625H100 670,685 -41,446 -5.82 74,983 4.01 0.8681
2019-04-29 2019-03-31 13F JPMORGAN CHASE COM 46625H100 712,131 -63,081 -8.14 72,089 -4.74 0.8573
2019-01-28 2018-12-31 13F JPMORGAN CHASE COM 46625H100 775,212 -169,809 -17.97 75,676 -29.03 0.9736
2018-10-29 2018-09-30 13F JPMORGAN CHASE COM 46625H100 945,021 3,804 0.40 106,636 8.73 1.0063
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 941,217 15,944 1.72 98,075 -3.61 0.9864
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 925,273 -40,600 -4.20 101,752 -1.49 1.0270
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 965,873 20,543 2.17 103,290 14.40 1.0064
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 945,330 64,293 7.30 90,288 12.12 1.0789
2017-08-02 2017-06-30 13F JPMORGAN CHASE COM 46625H100 881,037 -3,200 -0.36 80,527 3.68 1.1157
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 884,237 -400 -0.05 77,671 1.75 1.0909
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 884,637 -4,800 -0.54 76,335 28.88 1.1234
2016-11-01 2016-09-30 13F JPMORGAN CHASE + COM 46625H100 889,437 -7,500 -0.84 59,228 6.27 0.8992
2016-08-15 2016-06-30 13F JPMORGAN CHASE + COM 46625H100 896,937 -98,300 -9.88 55,736 -5.43 0.7824
2016-05-16 2016-03-31 13F JPMORGAN CHASE + COM 46625H100 995,237 2,400 0.24 58,938 -10.10 0.7671
2016-02-12 2015-12-31 13F JPMORGAN CHASE + COM 46625H100 992,837 -19,000 -1.88 65,557 6.26 0.8725
2015-11-20 2015-09-30 13F JPMORGAN CHASE + COM 46625H100 1,011,837 -34,400 -3.29 61,692 -5.77 0.8653
2015-02-11 2014-12-31 13F JPMORGAN CHASE + COM 46625H100 1,046,237 -600 -0.06 65,473 3.82 0.7713
2014-11-21 2014-09-30 13F JPMORGAN CHASE + COM 46625H100 1,046,837 -19,600 -1.84 63,061 2.62 0.7822
2014-08-07 2014-06-30 13F JPMORGAN CHASE + COM 46625H100 1,066,437 2,300 0.22 61,448 -4.88 0.7430
2014-05-19 2014-03-31 13F JPMORGAN CHASE + COM 46625H100 1,064,137 -10,700 -1.00 64,603 2.78 0.8181
2014-02-05 2013-12-31 13F JPMORGAN CHASE + COM 46625H100 1,074,837 -31,000 -2.80 62,856 9.97 0.7732
2013-11-01 2013-09-30 13F JPMORGAN CHASE + COM 46625H100 1,105,837 100 0.01 57,160 -2.07 0.7321
2013-09-17 2013-06-30 13F JPMORGAN CHASE + COM 46625H100 1,105,737 -36,000 -3.15 58,371 7.72 0.7959
2013-09-17 2013-03-31 13F JPMORGAN CHASE + COM 46625H100 1,141,737 1,141,737 54,186 0.7763
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.