JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEarnest Partners Llc
Latest Disclosed Ownership15,731 shares
Latest Disclosed Value $ 4,627,431
Earnest Partners Llc reports 49.26% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Earnest Partners Llc filed a 13F-HR form disclosing ownership of 15,731 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,627,431 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 31,004 shares of JPMorgan Chase & Co.. This represents a change in shares of -49.26% 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 15,731 -15,273 -49.26 4,627 -53.68 0.0191
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 31,004 -6,456 -17.23 9,990 -15.45 0.0428
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 37,460 -2,060 -5.21 11,816 3.13 0.0513
2025-08-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 39,520 -1,533 -3.73 11,457 13.77 0.0516
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 41,053 -240 -0.58 10,070 1.74 0.0482
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 41,293 -6,603 -13.79 9,898 -1.99 0.0442
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 47,896 -160 -0.33 10,099 3.91 0.0440
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 48,056 -520 -1.07 9,720 -0.10 0.0454
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 48,576 -38,781 -44.39 9,730 -34.52 0.0445
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 87,357 -327 -0.37 14,859 16.86 0.0742
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 87,684 -4,906 -5.30 12,716 -5.58 0.0733
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 92,590 6,174 7.14 13,466 19.59 0.0753
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 86,416 0 0.00 11,261 -2.83 0.0651
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 86,416 2,307 2.74 11,588 31.85 0.0710
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 84,109 2,706 3.32 8,789 -4.12 0.0590
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 81,403 1,264 1.58 9,167 -16.09 0.0611
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 80,139 5,148 6.86 10,925 -8.00 0.0647
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 74,991 -4,575 -5.75 11,875 -8.82 0.0685
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 79,566 -5,279 -6.22 13,024 -1.31 0.0796
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 84,845 -3,977 -4.48 13,197 -2.40 0.0775
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 88,822 -9,039 -9.24 13,521 8.73 0.0808
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 97,861 -60,896 -38.36 12,435 -18.64 0.0859
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 158,757 16,472 11.58 15,284 14.20 0.1319
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 142,285 -20,491 -12.59 13,383 -8.68 0.1264
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 162,776 -18,503 -10.21 14,655 -42.01 0.1651
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 181,279 -3,946 -2.13 25,270 15.92 0.1986
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 185,225 -8,718 -4.50 21,799 0.53 0.1970
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 193,943 -7,191 -3.58 21,683 6.49 0.1959
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 201,134 -863 -0.43 20,361 3.26 0.1945
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 201,997 -473 -0.23 19,719 -13.69 0.2147
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 202,470 -3,164 -1.54 22,847 6.63 0.2047
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 205,634 -392 -0.19 21,427 -5.43 0.2004
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 206,026 5,536 2.76 22,657 5.68 0.2143
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 200,490 -10,978 -5.19 21,440 6.15 0.2053
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 211,468 -14,079 -6.24 20,197 -2.03 0.2012
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 225,547 2,117 0.95 20,615 5.04 0.2165
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 223,430 -55,293 -19.84 19,626 -18.40 0.2094
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 278,723 -69,042 -19.85 24,051 3.86 0.2626
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 347,765 -11,612 -3.23 23,158 3.70 0.2429
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 359,377 -9,486 -2.57 22,332 2.23 0.2423
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 368,863 -96,555 -20.75 21,844 -28.92 0.2289
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 465,418 -7,057 -1.49 30,732 6.68 0.3134
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 472,475 12,270 2.67 28,807 -7.62 0.2830
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 460,205 -31,283 -6.36 31,183 4.73 0.2724
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 491,488 -3,574 -0.72 29,774 -3.90 0.2562
2015-02-17 2014-12-31 13F JPMORGAN CHASE COM 46625H100 495,062 -10,726 -2.12 30,981 1.68 0.2543
2014-11-14 2014-09-30 13F JPMorgan Chase COM 46625H100 505,788 -29,653 -5.54 30,469 -1.24 0.2548
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 535,441 -2,226 -0.41 30,852 -5.48 0.2456
2014-05-15 2014-03-31 13F JPMorgan Chase COM 46625H100 537,667 -6,035 -1.11 32,642 2.66 0.2618
2014-02-14 2013-12-31 13F JPMorgan Chase COM 46625H100 543,702 543,702 31,796 0.2550
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.