JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBokf, Na
Latest Disclosed Ownership224,107 shares
Latest Disclosed Value $ 65,923,426
Bokf, Na reports 6.09% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Bokf, Na filed a 13F-HR form disclosing ownership of 224,107 shares of JPMorgan Chase & Co. (MX:JPM) valued at $65,923,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 238,648 shares of JPMorgan Chase & Co.. This represents a change in shares of -6.09% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE common 46625H100 224,107 -14,541 -6.09 65,923 -14.27 0.7763
2026-02-03 2025-12-31 13F JPMORGAN CHASE common 46625H100 238,648 -12,525 -4.99 76,897 -2.94 1.1769
2025-11-13 2025-09-30 13F JPMORGAN CHASE common 46625H100 251,173 2,763 1.11 79,228 10.01 1.1919
2025-08-12 2025-06-30 13F JPMORGAN CHASE common 46625H100 248,410 1,402 0.57 72,017 18.86 1.1663
2025-05-13 2025-03-31 13F JPMORGAN CHASE common 46625H100 247,008 -48,486 -16.41 60,591 -14.52 1.0714
2025-02-14 2024-12-31 13F JPMORGAN CHASE common 46625H100 295,494 -2,066 -0.69 70,880 16.07 1.1974
2024-11-14 2024-09-30 13F JPMORGAN CHASE common 46625H100 297,560 -261 -0.09 61,068 1.38 1.0836
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 297,821 -5,888 -1.94 60,237 -0.30 1.0813
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 303,709 42,316 16.19 60,420 35.89 1.1001
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 261,393 -411 -0.16 44,463 22.13 0.8706
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 261,804 32,581 14.21 36,406 9.20 0.8024
2023-08-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 229,223 -7,542 -3.19 33,338 8.06 0.6790
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 236,765 -63,472 -21.14 30,853 -23.37 0.6456
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 300,237 -24,207 -7.46 40,262 18.75 0.7430
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 324,444 -4,379 -1.33 33,904 -8.44 0.6860
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 328,823 -16,232 -4.70 37,029 -21.28 0.7099
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 345,055 -52,778 -13.27 47,038 -25.33 0.7752
2022-03-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 397,833 16,331 4.28 62,997 0.88 0.9748
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 381,502 -26,158 -6.42 62,448 0.63 1.0738
2021-04-21 2021-03-31 13F JPMORGAN CHASE COM 46625H100 407,660 12,520 3.17 62,058 23.59 1.1287
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 395,140 20,057 5.35 50,211 39.05 0.9581
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 375,083 -55,001 -12.79 36,110 -10.74 0.7932
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 430,084 40,926 10.52 40,454 15.46 0.9515
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 389,158 7,890 2.07 35,036 -34.08 1.0094
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 381,268 12,442 3.37 53,148 22.44 1.2011
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 368,826 14,169 4.00 43,407 9.47 1.0455
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 354,657 -4,725 -1.31 39,651 8.99 0.9525
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 359,382 6,633 1.88 36,380 5.65 0.8709
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 352,749 -13,679 -3.73 34,436 -16.71 0.9851
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 366,428 -81 -0.02 41,347 8.27 1.0378
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 366,509 1,615 0.44 38,190 -4.83 1.0278
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 364,894 3,100 0.86 40,127 3.71 1.1397
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 361,794 -3,356 -0.92 38,690 10.94 1.0658
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 365,150 11,650 3.30 34,876 7.94 1.0125
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 353,500 9,325 2.71 32,310 6.87 1.0164
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 344,175 12,007 3.61 30,233 5.48 0.9435
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 332,168 14,324 4.51 28,663 35.43 0.9430
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 317,844 19,364 6.49 21,165 14.12 0.7006
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 298,480 -24,165 -7.49 18,547 -2.93 0.6535
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 322,645 1,129 0.35 19,107 -10.00 0.6906
2016-02-09 2015-12-31 13F JPMORGAN CHASE COM 46625H100 321,516 2,867 0.90 21,229 9.27 0.7676
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 318,649 40,372 14.51 19,428 3.03 0.7312
2015-08-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 278,277 10,224 3.81 18,856 16.12 0.6401
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 268,053 -173,028 -39.23 16,239 -41.17 0.5466
2015-02-12 2014-12-31 13F JPMORGAN CHASE COM 46625H100 441,081 146,129 49.54 27,605 55.36 0.9527
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 294,952 -24,778 -7.75 17,768 -3.56 0.5938
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 319,730 -82,250 -20.46 18,423 -24.51 0.5912
2014-05-14 2014-03-31 13F JPMORGAN CHASE COM 46625H100 401,980 -9,717 -2.36 24,404 1.36 0.8088
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 411,697 -3,707 -0.89 24,076 12.12 0.8067
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 415,404 -10,470 -2.46 21,473 -4.49 0.7796
2013-08-14 2013-06-30 13F JPMORGAN CHASE COM 46625H100 425,874 425,874 22,482 0.8494
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.