JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership2,236,537 shares
Latest Disclosed Value $ 657,899,780
First Trust Advisors Lp reports 16.36% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 2,236,537 shares of JPMorgan Chase & Co. (MX:JPM) valued at $657,899,780 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,922,098 shares of JPMorgan Chase & Co.. This represents a change in shares of 16.36% 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 2,236,537 314,439 16.36 657,900 6.23 0.4689
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,922,098 125,145 6.96 619,339 9.27 0.4501
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,796,953 -33,098 -1.81 566,813 6.83 0.4212
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,830,051 -25,010 -1.35 530,550 16.59 0.4267
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,855,061 66,517 3.72 455,047 6.14 0.4030
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,788,544 104,355 6.20 428,732 20.73 0.3779
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,684,189 22,769 1.37 355,128 5.68 0.3383
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,661,420 7,425 0.45 336,039 1.43 0.3426
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,653,995 -170,446 -9.34 331,295 6.75 0.3362
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,824,441 -52,738 -2.81 310,337 14.00 0.3386
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,877,179 -74,724 -3.83 272,229 -4.11 0.3226
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,951,903 -149,312 -7.11 283,885 3.68 0.3228
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,101,215 -112,164 -5.07 273,809 -7.75 0.3162
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,213,379 -77,064 -3.36 296,805 24.00 0.3530
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,290,443 -85,947 -3.62 239,351 -10.56 0.3103
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,376,390 136,050 6.07 267,605 -12.38 0.3304
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,240,340 508,841 29.39 305,403 11.39 0.3124
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,731,499 258,123 17.52 274,183 13.69 0.2667
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,473,376 109,661 8.04 241,177 13.75 0.2594
2021-10-12 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,363,715 305,049 28.81 212,022 31.56 0.2295
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,463,715 405,049 227,666 0.2348
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,058,666 133,903 14.48 161,161 37.15 0.1951
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 924,763 -5,851 -0.63 117,510 31.16 0.1557
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 930,614 21,810 2.40 89,590 4.81 0.1435
2020-07-22 2020-06-30 13F JPMORGAN CHASE COM 46625H100 908,804 51,895 6.06 85,482 10.80 0.1482
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 856,909 10,427 1.23 77,148 -34.62 0.1748
2020-02-03 2019-12-31 13F JPMORGAN CHASE COM 46625H100 846,482 -27,358 -3.13 118,000 14.74 0.2015
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 873,840 23,271 2.74 102,842 8.15 0.1936
2019-07-30 2019-06-30 13F JPMORGAN CHASE COM 46625H100 850,569 123,984 17.06 95,094 29.29 0.1793
2019-06-19 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 726,585 7,604 1.06 73,552 4.79 0.1463
2019-05-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 726,585 7,604 73,552
2019-02-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 718,981 -363,887 -33.60 70,187 -42.56 0.1664
2018-10-25 2018-09-30 13F JPMORGAN CHASE COM 46625H100 1,082,868 -426,036 -28.23 122,191 -22.28 0.2275
2018-08-02 2018-06-30 13F JPMORGAN CHASE COM 46625H100 1,508,904 10,885 0.73 157,228 -4.56 0.3260
2018-04-23 2018-03-31 13F JPMORGAN CHASE COM 46625H100 1,498,019 4,936 0.33 164,737 3.17 0.3783
2018-02-08 2017-12-31 13F JPMORGAN CHASE COM 46625H100 1,493,083 57,311 3.99 159,670 16.44 0.3801
2017-10-24 2017-09-30 13F JPMORGAN CHASE COM 46625H100 1,435,772 155,304 12.13 137,131 17.17 0.3528
2017-08-02 2017-06-30 13F JPMORGAN CHASE COM 46625H100 1,280,468 -1,288 -0.10 117,035 3.95 0.3123
2017-05-02 2017-03-31 13F JPMORGAN CHASE COM 46625H100 1,281,756 880,537 219.47 112,589 225.20 0.3120
2017-02-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 401,219 -1,614 -0.40 34,621 29.06 0.1031
2016-11-01 2016-09-30 13F JPMORGAN CHASE COM 46625H100 402,833 -41,849 -9.41 26,825 -2.92 0.0801
2016-08-04 2016-06-30 13F JPMORGAN CHASE COM 46625H100 444,682 41,308 10.24 27,633 15.68 0.0870
2016-05-10 2016-03-31 13F JPMORGAN CHASE COM 46625H100 403,374 -39,952 -9.01 23,888 -18.40 0.0767
2016-05-04 2015-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 443,326 45,347 11.39 29,273 20.64 0.0760
2016-02-03 2015-12-31 13F JPMORGAN CHASE COM 46625H100 486,326 32,112
2015-11-05 2015-09-30 13F JPMORGAN CHASE COM 46625H100 397,979 -96,142 -19.46 24,265 -27.53 0.0703
2015-08-04 2015-06-30 13F JPMORGAN CHASE COM 46625H100 494,121 62,797 14.56 33,482 28.14 0.0869
2015-05-04 2015-03-31 13F JPMORGAN CHASE COM 46625H100 431,324 55,980 14.91 26,130 11.24 0.0768
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 375,344 -95,118 -20.22 23,489 -17.12 0.0792
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 470,462 102,455 27.84 28,341 33.65 0.1115
2014-08-11 2014-06-30 13F JPMORGAN CHASE COM 46625H100 368,007 -27,679 -7.00 21,205 -11.73 0.0881
2014-05-12 2014-03-31 13F JPMORGAN CHASE COM 46625H100 395,686 -5,050 -1.26 24,022 2.50 0.1056
2014-08-08 2013-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 400,736 63,688 18.90 23,435 34.51 0.1136
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 400,736 23,435
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 337,048 -27,779 -7.61 17,422 -9.54 0.0944
2013-08-12 2013-06-30 13F JPMORGAN CHASE COM 46625H100 364,827 364,827 19,259 0.1253
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.