JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFirst Citizens Bank & Trust Co
Latest Disclosed Ownership152,331 shares
Latest Disclosed Value $ 44,809,686
First Citizens Bank & Trust Co reports 2.38% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - First Citizens Bank & Trust Co filed a 13F-HR form disclosing ownership of 152,331 shares of JPMorgan Chase & Co. (MX:JPM) valued at $44,809,686 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 148,792 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.38% 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 152,331 3,539 2.38 44,810 -6.54 0.5084
2026-02-18 2025-12-31 13F JPMORGAN CHASE COM 46625H100 148,792 4,837 3.36 47,944 5.59 1.0009
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 143,955 657 0.46 45,408 9.30 0.9791
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 143,298 8,985 6.69 41,544 26.09 0.7520
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 134,313 -5,313 -3.81 32,947 -1.56 0.8367
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 139,626 -22,387 -13.82 33,470 -2.03 0.6143
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 162,013 -5,300 -3.17 34,162 0.95 0.7508
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 167,313 -46 -0.03 33,841 0.95 0.6384
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 167,359 56,322 50.72 33,522 77.49 0.6421
2024-01-22 2023-12-31 13F JPMORGAN CHASE COM 46625H100 111,037 9,118 8.95 18,887 27.79 0.3429
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 101,919 -12,127 -10.63 14,780 -10.89 0.2879
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 114,046 12,759 12.60 16,587 25.67 0.3049
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 101,287 16,993 20.16 13,199 119,881.82 0.2633
2023-01-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 84,294 775 0.93 11 -99.87 0.3425
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 83,519 272 0.33 8,728 -6.89 0.2865
2022-07-26 2022-06-30 13F JPMORGAN CHASE COM 46625H100 83,247 -13,059 -13.56 9,374 -28.60 0.3315
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 96,306 3,546 3.82 13,128 -10.63 0.5100
2022-03-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 92,760 2,656 2.95 14,689 -0.41 0.5746
2021-10-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 90,104 -133 -0.15 14,749 5.09 0.7045
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 90,237 -2,808 -3.02 14,035 -0.91 0.6653
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 93,045 -3,008 -3.13 14,164 16.05 0.6678
2021-01-13 2020-12-31 13F JPMORGAN CHASE COM 46625H100 96,053 898 0.94 12,205 33.24 0.6234
2020-10-15 2020-09-30 13F JPMORGAN CHASE COM 46625H100 95,155 -14,284 -13.05 9,160 -11.02 0.6453
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 109,439 4,575 4.36 10,294 9.04 0.8603
2020-04-17 2020-03-31 13F JPMORGAN CHASE COM 46625H100 104,864 -17,613 -14.38 9,441 -44.70 1.1412
2020-01-15 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 122,477 16,482 15.55 17,073 36.86 1.6426
2020-01-15 2019-12-31 13F JPMORGAN CHASE COM 46625H100 105,995 0 12,475 935,767.7046
2019-10-17 2019-09-30 13F JPMORGAN CHASE COM 46625H100 105,995 12,236 13.05 12,475 19.01 1.5032
2019-07-11 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 93,759 -33,272 -26.19 10,482 -18.49 1.1434
2019-07-11 2019-06-30 13F JPMORGAN CHASE COM 46625H100 127,031 0 12,859
2019-04-12 2019-03-31 13F JPMORGAN CHASE COM 46625H100 127,031 -5,821 -4.38 12,859 -0.85 1.4328
2019-01-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 132,852 2,596 1.99 12,969 -11.76 1.5770
2018-10-18 2018-09-30 13F JPMORGAN CHASE COM 46625H100 130,256 -6,271 -4.59 14,698 3.31 1.6325
2018-07-11 2018-06-30 13F JPMORGAN CHASE COM 46625H100 136,527 934 0.69 14,227 -4.59 1.7470
2018-04-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 135,593 2,310 1.73 14,912 4.62 2.0272
2018-01-10 2017-12-31 13F JPMORGAN CHASE COM 46625H100 133,283 -19,801 -12.93 14,253 -2.52 1.9161
2017-10-12 2017-09-30 13F JPMORGAN CHASE COM 46625H100 153,084 -10,661 -6.51 14,621 -2.31 1.9034
2017-07-24 2017-06-30 13F JPMORGAN CHASE COM 46625H100 163,745 -21,676 -11.69 14,966 -8.11 1.9236
2017-04-25 2017-03-31 13F JPMORGAN CHASE COM 46625H100 185,421 -48,120 -20.60 16,287 -19.18 1.9736
2017-02-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 233,541 -92,335 -28.33 20,152 -7.13 2.2083
2016-10-28 2016-09-30 13F JPMORGAN CHASE COM 46625H100 325,876 -46,302 -12.44 21,700 -6.17 1.9766
2016-07-28 2016-06-30 13F JPMORGAN CHASE COM 46625H100 372,178 -43,452 -10.45 23,128 -6.04 2.0720
2016-04-19 2016-03-31 13F JPMORGAN CHASE COM 46625H100 415,630 -37,480 -8.27 24,614 -17.73 2.0553
2016-02-03 2015-12-31 13F JPMORGAN CHASE COM 46625H100 453,110 -19,954 -4.22 29,918 3.73 2.1844
2015-11-03 2015-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 473,064 -2,548 -0.54 28,842 -10.50 2.1424
2015-11-03 2015-09-30 13F JPMORGAN CHASE COM 46625H100 473,064 28,842
2015-07-29 2015-06-30 13F JPMORGAN CHASE COM 46625H100 475,612 116,858 32.57 32,227 48.29 2.2313
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 358,754 358,754 0.00 21,733 1.5032
2015-01-27 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -342,965 -100.00 0 -100.00
2014-10-08 2014-09-30 13F JPMORGAN CHASE COM 46625H100 342,965 17,976 5.53 20,660 10.33 1.6935
2014-08-05 2014-06-30 13F JPMORGAN CHASE COM 46625H100 324,989 23,285 7.72 18,726 2.24 1.5956
2014-04-10 2014-03-31 13F JPMORGAN CHASE COM 46625H100 301,704 109 0.04 18,316 3.84 1.6564
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 301,595 -450,939 -59.92 17,638 -54.66 1.6033
2013-10-25 2013-09-30 13F JPMORGAN CHASE COM 46625H100 752,534 41,564 5.85 38,898 3.64 1.4867
2013-08-06 2013-06-30 13F JPMORGAN CHASE COM 46625H100 710,970 710,970 37,533 1.5407
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.