JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership7,190,378 shares
Latest Disclosed Value $ 2,115,121,475
Envestnet Asset Management Inc reports 6.08% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 7,190,378 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,115,121,475 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 6,778,558 shares of JPMorgan Chase & Co.. This represents a change in shares of 6.08% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 7,190,378 411,820 6.08 2,115,121 -3.16 0.5662
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,778,558 -300,184 -4.24 2,184,158 -2.18 0.6479
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,078,742 -201,747 -2.77 2,232,848 5.81 0.6425
2025-08-01 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,280,489 202,787 2.87 2,110,304 21.55 0.6158
2025-04-29 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,077,702 -5,661 -0.08 1,736,160 2.25 0.5597
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,083,363 67,065 0.96 1,697,953 14.77 0.5450
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,016,298 -270,407 -3.71 1,479,457 0.38 0.4775
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 7,286,705 157,577 2.21 1,473,809 3.21 0.5135
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,129,128 673,404 10.43 1,427,964 30.04 0.5331
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,455,724 333,322 5.44 1,098,119 23.68 0.4541
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,122,402 1,011,496 19.79 887,871 19.44 0.4062
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,110,906 241,308 4.96 743,330 17.14 0.3294
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,869,598 140,407 2.97 634,557 0.06 0.3049
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,729,191 323,779 7.35 634,184 37.76 0.3283
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,405,412 335,401 8.24 460,366 0.45 0.2628
2022-08-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,070,011 103,397 2.61 458,324 -15.24 0.2562
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,966,614 187,135 4.95 540,729 -9.65 0.2721
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,779,479 231,878 6.54 598,480 3.06 0.2960
2021-10-07 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,547,601 177,218 5.26 580,707 10.77 0.3189
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,370,383 123,559 3.81 524,229 6.06 0.2977
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,246,824 335,849 11.54 494,264 33.62 0.3211
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,910,975 128,718 4.63 369,898 38.10 0.2792
2020-10-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,782,257 247,325 9.76 267,848 12.34 0.2372
2020-07-08 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,534,932 299,654 13.41 238,434 18.48 0.2332
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,235,278 225,513 11.22 201,242 -28.17 0.2385
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,009,765 217,239 12.12 280,161 32.80 0.2956
2019-10-17 2019-09-30 13F JPMORGAN CHASE COM 46625H100 1,792,526 196,220 12.29 210,962 18.21 0.2307
2019-08-02 2019-06-30 13F JPMORGAN CHASE COM 46625H100 1,596,306 150,612 10.42 178,467 21.95 0.2248
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 1,445,694 -13,278 -0.91 146,348 2.75 0.2008
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 1,458,972 1,400,760 2,406.31 142,425 2,068.14 0.2203
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 58,212 -257,624 -81.57 6,569 -80.04 0.0114
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 315,836 13,730 4.54 32,909 -0.66 0.0752
2018-05-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 302,106 -500,620 -62.36 33,127 -61.41 0.0937
2018-02-20 2017-12-31 13F JPMORGAN CHASE COM 46625H100 802,726 -4,563 -0.57 85,842 11.35 0.1910
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 807,289 -11,853 -1.45 77,091 2.97 0.1845
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 819,142 7,854 0.97 74,865 5.05 0.2070
2017-05-09 2017-03-31 13F JPMORGAN CHASE COM 46625H100 811,288 -27,805 -3.31 71,268 -1.57 0.2281
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 839,093 -15,004 -1.76 72,404 27.31 0.2627
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 854,097 -525,313 -38.08 56,874 -33.65 0.2202
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 1,379,410 41,323 3.09 85,716 8.17 0.3418
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 1,338,087 47,024 3.64 79,242 -7.05 0.3412
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 1,291,063 8,809 0.69 85,249 9.04 0.3871
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 1,282,254 -37,184 -2.82 78,179 -12.56 0.3882
2015-08-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 1,319,438 105,872 8.72 89,405 21.61 0.4254
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 1,213,566 1,123,589 1,248.75 73,518 1,205.59 0.3802
2015-02-12 2014-12-31 13F JPMorgan Chase COM 46625H100 89,977 681 0.76 5,631 4.68 0.0573
2014-11-13 2014-09-30 13F JPMorgan Chase COM 46625H100 89,296 61,961 226.67 5,379 241.52 0.0541
2014-08-14 2014-06-30 13F * JPMORGAN CHASE COM 46625H100 27,335 -51,470 -65.31 1,575 -67.08 0.0164
2014-05-12 2014-03-31 13F JPMorgan Chase COM 46625H100 78,805 7,249 10.13 4,784 14.31 0.0530
2014-02-12 2013-12-31 13F JPMorgan Chase COM 46625H100 71,556 236 0.33 4,185 13.51 0.0480
2013-11-12 2013-09-30 13F JPMorgan Chase COM 46625H100 71,320 4,038 6.00 3,687 3.80 0.0450
2013-08-09 2013-06-30 13F JPMorgan Chase COM 46625H100 67,282 67,282 3,552 0.0459
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.