JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionChevy Chase Trust Holdings, Inc.
Latest Disclosed Ownership1,936,695 shares
Latest Disclosed Value $ 569,698,215
Chevy Chase Trust Holdings, Inc. reports 3.59% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Chevy Chase Trust Holdings, Inc. filed a 13F-HR form disclosing ownership of 1,936,695 shares of JPMorgan Chase & Co. (MX:JPM) valued at $569,698,215 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,008,865 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.59% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,936,695 -72,170 -3.59 569,698 -11.99 1.1908
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,008,865 -53,921 -2.61 647,297 -0.52 1.7486
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,062,786 -75,709 -3.54 650,665 4.95 1.7901
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,138,495 -33,588 -1.55 619,971 16.36 1.8034
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,172,083 -14,372 -0.66 532,812 1.66 1.7037
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,186,455 -57,954 -2.58 524,115 10.75 1.5956
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,244,409 -50,535 -2.20 473,256 1.96 1.4505
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,294,944 -47,537 -2.03 464,175 -1.07 1.4809
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,342,481 -26,155 -1.10 469,199 16.45 1.5355
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,368,636 -20,690 -0.87 402,905 16.28 1.4420
2023-10-23 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,389,326 -19,542 -0.81 346,500 -1.10 1.3687
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,408,868 -44,759 -1.82 350,346 9.57 1.3122
2023-05-17 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 2,453,627 24,232 1.00 319,732 -1.86 1.2654
2023-05-16 2023-03-31 13F JPMORGAN CHASE COM 46625H100 52,456 -2,376,939 6,836 0.9334
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,429,395 -183,323 -7.02 325,782 19.32 1.3848
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,612,718 27,477 1.06 273,030 -6.21 1.1658
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,585,241 -21,936 -0.84 291,122 -18.09 1.2039
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,607,177 -127,935 -4.68 355,410 -17.94 1.2247
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,735,112 -11,493 -0.42 433,105 -3.67 1.3961
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,746,605 -71,677 -2.54 449,594 2.56 1.5667
2021-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,818,282 -65,043 -2.26 438,356 -0.13 1.4912
2021-04-22 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,883,325 37,034 1.30 438,927 21.40 1.5648
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,846,291 4,669 0.16 361,549 32.16 1.2887
2020-11-06 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,841,622 -38,159 -1.33 273,564 0.99 1.0811
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,879,781 140,449 5.13 270,872 9.83 1.0984
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,739,332 34,944 1.29 246,624 -34.58 1.1478
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,704,388 -53,971 -1.96 376,991 16.13 1.4264
2019-11-20 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,758,359 -38,731 -1.38 324,630 3.81 1.3314
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,797,090 -28,594 -1.01 312,715 -4.16 1.2959
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,825,684 36,741 1.32 326,304 19.85 1.3496
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,788,943 -24,317 -0.86 272,256 -14.24 1.3281
2018-10-23 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,813,260 -104,757 -3.59 317,448 4.40 1.3161
2018-08-02 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,918,017 -33,179 -1.12 304,057 -6.31 1.3175
2018-04-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,951,196 -104,724 -3.43 324,543 -0.69 1.4423
2018-01-22 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,055,920 -64,916 -2.08 326,799 9.64 1.4073
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 3,120,836 17,101 0.55 298,071 5.07 1.3504
2017-07-13 2017-06-30 13F JPMORGAN CHASE COM 46625H100 3,103,735 -23,786 -0.76 283,681 3.26 1.3577
2017-04-05 2017-03-31 13F JPMORGAN CHASE COM 46625H100 3,127,521 80,853 2.65 274,721 4.50 1.3485
2017-01-09 2016-12-31 13F JPMORGAN CHASE COM 46625H100 3,046,668 -13,652 -0.45 262,897 29.01 1.3934
2016-10-05 2016-09-30 13F JPMORGAN CHASE COM 46625H100 3,060,320 -94,912 -3.01 203,787 3.94 1.1152
2016-07-08 2016-06-30 13F JPMORGAN CHASE COM 46625H100 3,155,232 24,062 0.77 196,066 5.74 1.0927
2016-04-07 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3,131,170 62,368 2.03 185,428 -8.49 1.0602
2016-01-15 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,068,802 6,710 0.22 202,633 8.54 1.1885
2015-10-15 2015-09-30 13F JPMORGAN CHASE COM 46625H100 3,062,092 93,421 3.15 186,695 -7.19 1.1654
2015-07-15 2015-06-30 13F JPMORGAN CHASE COM 46625H100 2,968,671 24,433 0.83 201,157 12.78 1.2046
2015-04-17 2015-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 2,944,238 89,229 3.13 178,362 -0.17 1.0758
2015-04-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 2,944,238 178,362
2015-01-15 2014-12-31 13F JPMORGAN CHASE COM 46625H100 2,855,009 -43,458 -1.50 178,667 2.33 1.1170
2014-10-17 2014-09-30 13F JPMORGAN CHASE COM 46625H100 2,898,467 161,053 5.88 174,603 10.70 1.1303
2014-07-16 2014-06-30 13F JPMORGAN CHASE COM 46625H100 2,737,414 -55,455 -1.99 157,730 -6.97 1.0969
2014-04-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 2,792,869 16,651 0.60 169,555 4.44 1.2155
2014-01-23 2013-12-31 13F JPMORGAN CHASE & COM 46625H100 2,776,218 34,315 1.25 162,353 14.55 1.1864
2013-10-15 2013-09-30 13F JPMORGAN CHASE & COM 46625H100 2,741,903 53,030 1.97 141,729 -0.15 1.1565
2013-07-18 2013-06-30 13F/A-2 JPMORGAN CHASE & COM 46625H100 2,688,873 2,688,873 141,946 1.2422
2013-07-18 2013-06-30 13F/A-1 JPMORGAN CHASE & COM 46625H100 70,293 -2,618,580 3,711 0.8019
2013-07-17 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 70,293 3,711
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.