JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCohen & Steers, Inc.
Latest Disclosed Ownership3,100 shares
Latest Disclosed Value $ 912
Cohen & Steers, Inc. ownership in JPM / JPMorgan Chase & Co.

On May 15, 2026 - Cohen & Steers, Inc. filed a 13F-HR form disclosing ownership of 3,100 shares of JPMorgan Chase & Co. (MX:JPM) valued at $912 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,100 shares of JPMorgan Chase & Co..

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 3,100 0 0.00 1 0.0016
2026-02-13 2025-12-31 13F JPMorgan Chase COM 46625H100 3,100 0 0.00 1 0.0018
2025-11-14 2025-09-30 13F JPMorgan Chase COM 46625H100 3,100 0 0.00 1 0.0018
2025-08-14 2025-06-30 13F JPMorgan Chase COM 46625H100 3,100 -900 -22.50 1 0.0016
2025-05-15 2025-03-31 13F JPMorgan Chase COM 46625H100 4,000 885 28.41 1 0.0018
2025-02-13 2024-12-31 13F JPMorgan Chase COM 46625H100 3,115 158 5.34 1 0.0014
2024-11-14 2024-09-30 13F JPMorgan Chase COM 46625H100 2,957 -62 -2.05 1 0.0011
2024-08-13 2024-06-30 13F JPMorgan Chase COM 46625H100 3,019 -58 -1.88 1 0.0013
2024-05-15 2024-03-31 13F JPMorgan Chase COM 46625H100 3,077 0 0.00 1 0.0013
2024-02-14 2023-12-31 13F JPMorgan Chase COM 46625H100 3,077 0 0.00 1 0.0011
2023-11-14 2023-09-30 13F JPMorgan Chase COM 46625H100 3,077 0 0.00 0 0.0010
2023-08-14 2023-06-30 13F JPMorgan Chase COM 46625H100 3,077 -1,513 -32.96 0 0.0009
2023-05-15 2023-03-31 13F JPMorgan Chase COM 46625H100 4,590 0 0.00 1 -100.00 0.0013
2023-02-14 2022-12-31 13F JPMorgan Chase COM 46625H100 4,590 0 0.00 616 28.33 0.0014
2022-11-14 2022-09-30 13F JPMorgan Chase COM 46625H100 4,590 0 0.00 480 -7.16 0.0011
2022-08-15 2022-06-30 13F JPMorgan Chase COM 46625H100 4,590 119 2.66 517 -15.11 0.0010
2022-05-16 2022-03-31 13F JPMorgan Chase COM 46625H100 4,471 -268 -5.66 609 -18.80 0.0010
2022-02-14 2021-12-31 13F JPMorgan Chase COM 46625H100 4,739 -831 -14.92 750 -17.76 0.0012
2021-11-15 2021-09-30 13F JPMorgan Chase COM 46625H100 5,570 797 16.70 912 22.91 0.0017
2021-08-16 2021-06-30 13F JPMorgan Chase COM 46625H100 4,773 -1,037 -17.85 742 -16.06 0.0014
2021-05-17 2021-03-31 13F JPMorgan Chase COM 46625H100 5,810 -290 -4.75 884 14.06 0.0019
2021-02-16 2020-12-31 13F JPMorgan Chase COM 46625H100 6,100 -385 -5.94 775 24.20 0.0019
2020-11-16 2020-09-30 13F JPMorgan Chase COM 46625H100 6,485 1,184 22.34 624 25.05 0.0017
2020-08-14 2020-06-30 13F JPMorgan Chase COM 46625H100 5,301 1,046 24.58 499 30.29 0.0014
2020-05-15 2020-03-31 13F JPMorgan Chase COM 46625H100 4,255 0 0.00 383 -35.41 0.0012
2020-02-14 2019-12-31 13F JPMorgan Chase COM 46625H100 4,255 -16,025 -79.02 593 -75.16 0.0015
2019-11-14 2019-09-30 13F JPMorgan Chase COM 46625H100 20,280 -10,824 -34.80 2,387 -31.35 0.0060
2019-08-14 2019-06-30 13F JPMorgan Chase COM 46625H100 31,104 -1,953 -5.91 3,477 3.92 0.0096
2019-05-15 2019-03-31 13F JPMorgan Chase COM 46625H100 33,057 -141,590 -81.07 3,346 -80.37 0.0093
2019-02-14 2018-12-31 13F JPMorgan Chase COM 46625H100 174,647 -3,429 -1.93 17,049 -15.15 0.0542
2018-11-16 2018-09-30 13F/A-1 JPMorgan Chase COM 46625H100 178,076 -8,864 -4.74 20,094 3.16 0.0584
2018-11-14 2018-09-30 13F JPMorgan Chase COM 46625H100 178,076 -8,864 20,094
2018-08-14 2018-06-30 13F JPMorgan Chase COM 46625H100 186,940 -38,079 -16.92 19,479 -21.28 0.0558
2018-05-14 2018-03-31 13F JPMorgan Chase COM 46625H100 225,019 -52,578 -18.94 24,745 -16.64 0.0757
2018-02-14 2017-12-31 13F JPMorgan Chase COM 46625H100 277,597 -23,217 -7.72 29,686 3.32 0.0820
2017-11-14 2017-09-30 13F JPMorgan Chase COM 46625H100 300,814 -52,335 -14.82 28,731 -10.99 0.0784
2017-08-14 2017-06-30 13F JPMorgan Chase COM 46625H100 353,149 950 0.27 32,278 4.33 0.0856
2017-05-15 2017-03-31 13F JPMorgan Chase COM 46625H100 352,199 -50,107 -12.45 30,937 -10.88 0.0828
2017-02-14 2016-12-31 13F JPMorgan Chase COM 46625H100 402,306 10,397 2.65 34,715 33.02 0.0959
2016-11-14 2016-09-30 13F JPMorgan Chase COM 46625H100 391,909 -12,844 -3.17 26,097 3.76 0.0669
2016-08-22 2016-06-30 13F/A-2 JPMorgan Chase COM 46625H100 404,753 17,000 4.38 25,151 9.53 0.0651
2016-08-18 2016-06-30 13F/A-1 JPMorgan Chase COM 46625H100 50,008 -354,745 907 0.0024
2016-08-15 2016-06-30 13F JPMorgan Chase COM 46625H100 404,753 25,151
2016-05-16 2016-03-31 13F JPMorgan Chase COM 46625H100 387,753 -5,141 -1.31 22,963 -11.49 0.0636
2016-02-16 2015-12-31 13F JPMorgan Chase COM 46625H100 392,894 -27,300 -6.50 25,943 1.26 0.0746
2015-11-16 2015-09-30 13F JPMorgan Chase COM 46625H100 420,194 200 0.05 25,619 -9.98 0.0775
2015-08-14 2015-06-30 13F JPMorgan Chase COM 46625H100 419,994 -14,600 -3.36 28,459 8.09 0.0863
2015-05-15 2015-03-31 13F JPMorgan Chase COM 46625H100 434,594 434,594 0.00 26,328 0.0712
2015-02-17 2014-12-31 13F JP Morgan Chase COM 46625H100 0 -515,094 -100.00 0 -100.00
2014-11-14 2014-09-30 13F JP Morgan Chase COM 46625H100 515,094 -529,150 -50.67 31,029 -48.43 0.0939
2014-08-14 2014-06-30 13F JP Morgan Chase COM 46625H100 1,044,244 -120,850 -10.37 60,169 -14.94 0.1724
2014-05-15 2014-03-31 13F JP Morgan Chase COM 46625H100 1,165,094 -40,300 -3.34 70,733 0.34 0.2138
2014-02-14 2013-12-31 13F JP Morgan Chase COM 46625H100 1,205,394 -440,300 -26.75 70,491 -17.13 0.2303
2013-11-14 2013-09-30 13F JP Morgan Chase COM 46625H100 1,645,694 -66,300 -3.87 85,066 -5.88 0.2746
2013-08-14 2013-06-30 13F JP Morgan Chase COM 46625H100 1,711,994 1,711,994 90,376 0.2809
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.