JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFIL Ltd
Latest Disclosed Ownership2,855,750 shares
Latest Disclosed Value $ 840,047,419
FIL Ltd reports 4.66% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - FIL Ltd filed a 13F-HR form disclosing ownership of 2,855,750 shares of JPMorgan Chase & Co. (MX:JPM) valued at $840,047,419 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,995,394 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.66% 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 2,855,750 -139,644 -4.66 840,047 -12.96 0.3626
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,995,394 28,766 0.97 965,176 3.14 0.7224
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,966,628 -167,997 -5.36 935,763 2.97 0.7353
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,134,625 10,927 0.35 908,759 18.60 0.7761
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,123,698 141,093 4.73 766,243 7.17 0.7280
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,982,605 146,932 5.18 714,960 19.57 0.6679
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,835,673 -51,396 -1.78 597,930 2.40 0.5420
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,887,069 -208,462 -6.73 583,939 -5.82 0.5774
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,095,531 -301,759 -8.88 620,035 7.29 0.6147
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,397,290 -185,246 -5.17 577,879 11.23 0.6072
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,582,536 -313,791 -8.05 519,539 -8.32 0.6119
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,896,327 71,071 1.86 566,682 13.68 0.6367
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,825,256 -112,439 -2.86 498,469 -5.60 0.5718
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,937,695 -1,880,179 -32.32 528,045 -13.15 0.6337
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,817,874 464,185 8.67 607,967 0.84 0.7819
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,353,689 1,536,973 40.27 602,879 15.87 0.7174
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,816,716 163,425 4.47 520,295 -10.06 0.5333
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,653,291 -39,099 -1.06 578,498 -4.29 0.5933
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,692,390 -285,403 -7.17 604,408 -2.31 0.6712
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,977,793 -109,389 -2.68 618,706 -0.56 0.6641
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,087,182 -96,335 -2.30 622,193 17.04 0.7082
2021-03-23 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,183,517 -469,587 -10.09 531,599 18.67 0.6546
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,183,517 -469,587 531,599 654,574.9680
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,653,104 120,741 2.66 447,954 5.08 0.5556
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,532,363 1,011,640 28.73 426,313 34.50 0.5748
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,520,723 -1,147,652 -24.58 316,971 -51.29 0.5208
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,668,375 151,355 3.35 650,772 22.42 0.9022
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,517,020 49,494 1.11 531,608 6.43 0.8039
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,467,526 310,054 7.46 499,469 18.68 0.7529
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,157,472 -697,811 -14.37 420,861 -11.21 0.6594
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,855,283 40,174 0.83 473,972 -12.77 0.8411
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,815,109 176,446 3.80 543,336 12.41 0.8035
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 4,638,663 -47,858 -1.02 483,349 -6.21 0.7289
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 4,686,521 513,014 12.29 515,376 15.47 1.4166
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,173,507 22,167 0.53 446,315 12.57 1.2421
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 4,151,340 144,988 3.62 396,495 8.28 1.1367
2017-08-29 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,006,352 -3,212,930 -44.50 366,181 -42.26 1.0562
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 4,006,352 -3,212,930 366,181
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,219,282 -145,917 -1.98 634,141 -0.22 1.7838
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 7,365,199 211,295 2.95 635,544 33.41 1.8634
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 7,153,904 385 0.01 476,378 7.17 1.4259
2016-08-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 7,153,519 12,472 0.17 444,519 5.11 1.4161
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 7,141,047 -748,830 -9.49 422,892 -18.83 1.3091
2016-02-12 2015-12-31 13F JPMORGAN CHASE COM 46625H100 7,889,877 222,246 2.90 520,969 11.44 1.5847
2015-11-10 2015-09-30 13F JPMORGAN CHASE COM 46625H100 7,667,631 -369,478 -4.60 467,496 -14.16 1.6261
2015-08-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 8,037,109 953,964 13.47 544,595 26.92 1.7360
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 7,083,145 144,528 2.08 429,097 -1.18 1.3823
2015-02-17 2014-12-31 13F JPMORGAN CHASE COM 46625H100 6,938,617 750,908 12.14 434,218 16.49 1.4986
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 6,187,709 890 0.01 372,748 4.56 1.4292
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 6,186,819 -479,593 -7.19 356,485 -11.92 1.3370
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 6,666,412 4,146,986 164.60 404,718 174.69 1.4686
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 2,519,426 690,875 37.78 147,336 55.88 0.5932
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 1,828,551 394,347 27.50 94,518 24.84 0.4519
2013-08-14 2013-06-30 13F JPMORGAN CHASE COM 46625H100 1,434,204 1,434,204 75,712 0.4282
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.