JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionClearbridge Investments, LLC
Latest Disclosed Ownership4,315,350 shares
Latest Disclosed Value $ 1,269,376,419
Clearbridge Investments, LLC reports 6.63% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Clearbridge Investments, LLC filed a 13F-HR form disclosing ownership of 4,315,350 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,269,376,419 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,621,543 shares of JPMorgan Chase & Co.. This represents a change in shares of -6.63% 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)
2026-05-13 2026-03-31 13F JPMorgan Chase COM 46625H100 4,315,350 -306,193 -6.63 1,269,376 -14.76 0.9946
2026-02-11 2025-12-31 13F JPMorgan Chase COM 46625H100 4,621,543 -194,205 -4.03 1,489,124 -1.97 1.1922
2025-11-13 2025-09-30 13F JPMorgan Chase COM 46625H100 4,815,748 -489,563 -9.23 1,518,999 -1.24 1.1438
2025-08-12 2025-06-30 13F JPMorgan Chase COM 46625H100 5,305,311 -962,314 -15.35 1,538,033 0.04 1.2488
2025-05-13 2025-03-31 13F JPMorgan Chase COM 46625H100 6,267,625 -441,785 -6.58 1,537,414 -4.41 1.3432
2025-02-12 2024-12-31 13F JPMorgan Chase COM 46625H100 6,709,410 -555,410 -7.65 1,608,286 4.99 1.3034
2024-11-12 2024-09-30 13F JPMorgan Chase COM 46625H100 7,264,820 -193,236 -2.59 1,531,860 1.55 1.2046
2024-08-27 2024-06-30 13F/A-1 JPMorgan Chase COM 46625H100 7,458,056 -99,021 -1.31 1,508,461 -0.37 1.2252
2024-08-14 2024-06-30 13F JPMorgan Chase COM 46625H100 7,458,056 -99,021 1,508,461 1.2336
2024-05-13 2024-03-31 13F JPMorgan Chase COM 46625H100 7,557,077 -160,161 -2.08 1,514,084 15.34 1.2003
2024-02-09 2023-12-31 13F JPMorgan Chase COM 46625H100 7,717,238 -104,574 -1.34 1,312,668 15.72 1.1293
2023-11-13 2023-09-30 13F JPMorgan Chase COM 46625H100 7,821,812 -105,086 -1.33 1,134,319 -1.61 1.0912
2023-08-11 2023-06-30 13F JPMorgan Chase COM 46625H100 7,926,898 -310,818 -3.77 1,152,888 7.40 1.0404
2023-05-12 2023-03-31 13F JPMorgan Chase COM 46625H100 8,237,716 849,027 11.49 1,073,457 8.34 1.0257
2023-02-10 2022-12-31 13F JPMorgan Chase COM 46625H100 7,388,689 1,226,423 19.90 990,823 53.86 0.9786
2022-11-14 2022-09-30 13F JPMorgan Chase COM 46625H100 6,162,266 109,124 1.80 643,957 -5.53 0.6494
2022-08-11 2022-06-30 13F JPMorgan Chase COM 46625H100 6,053,142 -209,446 -3.34 681,644 -20.16 0.6353
2022-05-13 2022-03-31 13F JPMorgan Chase COM 46625H100 6,262,588 -384,146 -5.78 853,716 -18.89 0.6415
2022-02-11 2021-12-31 13F JPMorgan Chase COM 46625H100 6,646,734 -617 -0.01 1,052,510 -3.27 0.7169
2021-11-12 2021-09-30 13F JPMorgan Chase COM 46625H100 6,647,351 34,335 0.52 1,088,105 5.79 0.7758
2021-08-13 2021-06-30 13F JPMorgan Chase COM 46625H100 6,613,016 661,400 11.11 1,028,588 13.53 0.7156
2021-05-13 2021-03-31 13F JPMorgan Chase COM 46625H100 5,951,616 -111,496 -1.84 906,015 17.60 0.6756
2021-02-10 2020-12-31 13F JPMorgan Chase COM 46625H100 6,063,112 87,631 1.47 770,440 33.93 0.5951
2020-11-12 2020-09-30 13F JPMorgan Chase COM 46625H100 5,975,481 -165,344 -2.69 575,260 -0.41 0.4945
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,140,825 -567,106 -8.45 577,606 -4.36 0.5215
2020-05-22 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 6,707,931 71,563 1.08 603,915 -35.50 0.6546
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,707,931 71,563 603,915 654,660.8030
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,636,368 -67,112 -1.00 936,325 18.68 0.7756
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,703,480 -30,169 -0.45 788,933 4.80 0.6886
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,733,649 -42,915 -0.63 752,822 9.74 0.6524
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 6,776,564 -128,740 -1.86 685,992 1.76 0.6061
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,905,304 -2,329 -0.03 674,096 -13.52 0.6819
2018-11-28 2018-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 6,907,633 -318,105 -4.40 779,457 3.52 0.6709
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 6,907,633 -318,105 779,457
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,225,738 -37,157 -0.51 752,922 -5.73 0.6163
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 7,262,895 -420,819 -5.48 798,701 -2.80 0.7537
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 7,683,714 5,395 0.07 821,696 12.05 0.7592
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 7,678,319 -42,360 -0.55 733,356 3.92 0.7053
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 7,720,679 -2,856 -0.04 705,670 4.01 0.6935
2017-06-07 2017-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 7,723,535 -121,963 -1.55 678,435 0.21 0.6824
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,723,535 678,435
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 7,845,498 -111,728 -1.40 676,988 27.76 0.7441
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 7,957,226 -1,403,291 -14.99 529,872 -8.90 0.5967
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 9,360,517 293,741 3.24 581,663 8.33 0.6873
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 9,066,776 -28,890 -0.32 536,934 -10.60 0.6414
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 9,095,666 -58,486 -0.64 600,587 7.61 0.6955
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 9,154,152 -57,217 -0.62 558,129 -10.58 0.6681
2015-08-17 2015-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 9,211,369 8,657 0.09 624,162 11.96 0.6600
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 11,602,115 786,159
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 9,202,712 -232,298 -2.46 557,500 -5.58 0.5789
2015-02-17 2014-12-31 13F JPMORGAN CHASE COM 46625H100 9,435,010 -253,671 -2.62 590,443 1.16 0.6210
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 9,688,681 -44,948 -0.46 583,646 4.06 0.6426
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 9,733,629 -588,732 -5.70 560,852 -10.50 0.6308
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 10,322,361 -66,209 -0.64 626,671 3.15 0.7438
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 10,388,570 -337,437 -3.15 607,524 9.58 0.7572
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 10,726,007 406,643 3.94 554,427 1.77 0.7742
2013-08-14 2013-06-30 13F JPMORGAN CHASE COM 46625H100 10,319,364 10,319,364 544,760 0.8316
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.