JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBarings Llc
Latest Disclosed Ownership4,891 shares
Latest Disclosed Value $ 1,438,737
Barings Llc reports 43.31% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Barings Llc filed a 13F-HR form disclosing ownership of 4,891 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,438,737 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 8,627 shares of JPMorgan Chase & Co.. This represents a change in shares of -43.31% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,891 -3,736 -43.31 1,439 -48.25 0.0138
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,627 2,914 51.01 2,780 54.22
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,713 70 1.24 1,802 10.21 0.0343
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,643 4,132 273.46 1,636 341.89 0.0382
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,511 -318 -17.39 371 -15.53 0.0093
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,829 -238 -11.51 438 0.69 0.0104
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,067 559 37.07 436 42.62 0.0102
2024-11-06 2024-06-30 13F/A-2 JPMORGAN CHASE COM 46625H100 1,508 0 0.00 305 0.99 0.0074
2024-10-30 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,508 0 305 0.0044
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,508 0 305 0.0044
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,508 1,508 302 0.0076
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 0 -1,790 -100.00 0 -100.00
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,790 -1,244 -41.00 260 -41.27 0.0089
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,034 -490 -13.90 441 -3.92 0.0149
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,524 365 11.55 459 8.51 0.0158
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,159 288 10.03 424 41.00 0.0150
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,871 -13,571 -82.54 300 -83.80 0.0119
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 16,442 -4,654 -22.06 1,852 -35.61 0.0669
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 21,096 -6,402 -23.28 2,876 -33.95 0.0865
2022-02-10 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 27,498 2,652 10.67 4,354 7.06 0.1122
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 27,498 2,652 4,354 0.0834
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 24,846 4,270 20.75 4,067 27.09 0.0927
2021-08-12 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 20,576 -14,639 -41.57 3,200 -40.31 0.0740
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 20,576 -14,639 3,200 0.0526
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 35,215 -7,005 -16.59 5,361 -0.07 0.1326
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 42,220 -81,919 -65.99 5,365 -55.11 0.1374
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 124,139 -12,723 -9.30 11,951 -3.01 0.2746
2020-08-14 2020-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 136,862 0 0.00 12,322 0.00 0.4114
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 136,862 0 12,322 259,265.5014
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 136,862 -12,205 -8.19 12,322 -40.70 0.4124
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 149,067 -7,542 -4.82 20,780 12.74 0.5523
2019-11-14 2019-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 156,609 -12,748 -7.53 18,432 -2.65 0.4125
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 156,609 -12,748 18,432 304,973.7425
2019-08-20 2019-06-30 13F/A-2 JPMORGAN CHASE COM 46625H100 169,357 61,830 57.50 18,934 73.95 0.4091
2019-08-14 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 169,357 0 18,934 0.4092
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 169,357 -82,556 18,934
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 107,527 -64,514 -37.50 10,885 -35.19 0.2503
2019-02-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 172,041 -28,086 -14.03 16,794 -25.63 0.2951
2018-10-26 2018-09-30 13F JPMORGAN CHASE COM 46625H100 200,127 -73,750 -26.93 22,582 -20.87 0.3190
2018-08-02 2018-06-30 13F JPMORGAN CHASE COM 46625H100 273,877 23,452 9.36 28,538 3.62 0.4046
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 250,425 -698 -0.28 27,540 2.55 0.3954
2018-02-08 2017-12-31 13F JPMORGAN CHASE COM 46625H100 251,123 36,509 17.01 26,856 31.02 0.3493
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 214,614 -1,600 -0.74 20,498 3.72 0.3674
2017-08-15 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 216,214 -81,929 -27.48 19,762 -24.54 0.5726
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 298,143 0 26,189
2017-05-16 2017-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 298,143 84,129 39.31 26,189 41.82 0.5273
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 298,143 26,189
2017-02-15 2016-12-31 13F JPMORGAN CHASE COM 46625H100 214,014 13,300 6.63 18,467 38.16 0.4625
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 200,714 -20,400 -9.23 13,366 -2.72 0.3462
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 221,114 4,100 1.89 13,740 6.91 0.3543
2016-06-29 2016-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 217,014 -92,100 -29.79 12,852 -37.03 0.3426
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 217,014 12,852
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 309,114 45,200 17.13 20,411 26.85 0.5102
2015-11-02 2015-09-30 13F JPMORGAN CHASE COM 46625H100 263,914 -48,129 -15.42 16,091 -23.90 0.3971
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 312,043 55,800 21.78 21,144 36.21 0.6392
2015-05-08 2015-03-31 13F JPMORGAN CHASE COM 46625H100 256,243 256,243 0.00 15,523 0.3551
2015-02-04 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -286,143 -100.00 0 -100.00
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 286,143 51,500 21.95 17,237 27.49 0.3735
2014-08-08 2014-06-30 13F JPMORGAN CHASE COM 46625H100 234,643 -93,600 -28.52 13,520 -32.16 0.4056
2014-05-12 2014-03-31 13F JPMORGAN CHASE COM 46625H100 328,243 79,500 31.96 19,928 37.00 0.6240
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 248,743 -74,700 -23.10 14,546 -13.00 0.6068
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 323,443 -16,400 -4.83 16,719 -6.81 0.7168
2013-08-06 2013-06-30 13F JPMORGAN CHASE COM 46625H100 339,843 339,843 17,940 0.8056
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.