JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFisher Asset Management, LLC
Latest Disclosed Ownership17,020,065 shares
Latest Disclosed Value $ 5,006,622,726
Fisher Asset Management, LLC reports 6.25% increase in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Fisher Asset Management, LLC filed a 13F-HR form disclosing ownership of 17,020,065 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,006,622,726 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 16,018,656 shares of JPMorgan Chase & Co.. This represents a change in shares of 6.25% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 17,020,065 1,001,409 6.25 5,006,623 -3.00 1.6978
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 16,018,656 296,213 1.88 5,161,532 4.08 1.7616
2025-11-12 2025-09-30 13F JPMORGAN CHASE AND COM 46625H100 15,722,443 347,033 2.26 4,959,330 11.26 1.7950
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 15,375,410 -2,993,722 -16.30 4,457,485 -1.08 1.7696
2025-05-14 2025-03-31 13F JPMORGAN CHASE AND COM 46625H100 18,369,132 967,696 5.56 4,505,948 8.02 1.9506
2025-02-05 2024-12-31 13F JPMORGAN CHASE AND COM 46625H100 17,401,436 617,164 3.68 4,171,298 17.86 1.6597
2024-11-12 2024-09-30 13F JPMORGAN CHASE AND COM 46625H100 16,784,272 4,043,841 31.74 3,539,132 37.34 1.4503
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 12,740,431 487,049 3.97 2,576,880 4.99 1.1211
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 12,253,382 416,484 3.52 2,454,353 21.90 1.1463
2024-03-05 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 11,836,898 450,098 3.95 2,013,457 21.93 1.0646
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,849,090 462,290 2,015,530 0.9924
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,386,800 2,392,576 26.60 1,651,314 26.24 0.9365
2023-12-12 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 8,994,224 558,598 6.62 1,308,120 19.00 0.7232
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,996,797 561,171 1,308 0.7230
2023-12-12 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,435,626 316,375 3.90 1,099,246 100,933.64 0.6676
2023-05-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,412,162 292,911 1,096 0.6638
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,119,251 263,567 3.36 1,089 -99.87 0.7360
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,855,684 -133,755 -1.67 820,919 -8.76 0.6154
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,989,439 229,353 2.96 899,691 -14.95 0.6367
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,760,086 327,761 4.41 1,057,855 -10.12 0.6241
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,432,325 323,036 4.54 1,176,909 1.13 0.6591
2021-10-26 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,109,289 204,912 2.97 1,163,720 8.36 0.7228
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,904,377 212,570 3.18 1,073,907 5.42 0.6743
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,691,807 144,111 2.20 1,018,694 22.44 0.7176
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,547,696 350,211 5.65 832,016 39.45 0.6233
2020-11-12 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 6,197,485 -135,393 -2.14 596,632 0.16 0.5222
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,197,485 -135,393 596,632 506,643.4711
2020-08-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,332,878 293,173 4.85 595,671 9.55 0.5814
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,039,705 80,640 1.35 543,755 -34.54 0.6743
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,959,065 -6,118 -0.10 830,694 18.33 0.8395
2019-10-29 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,965,183 153,852 2.65 702,042 8.06 0.7704
2019-07-30 2019-06-30 13F JPMORGAN CHASE COM 46625H100 5,811,331 223,850 4.01 649,707 14.87 0.7183
2019-04-22 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 5,587,481 160,503 2.96 565,621 6.76 0.6631
2019-04-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 5,426,978 0 529,782
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,426,978 208,780 4.00 529,782 -10.03 0.7236
2018-10-23 2018-09-30 13F JPMORGAN CHASE COM 46625H100 5,218,198 8,350 0.16 588,822 8.47 0.7148
2018-07-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 5,209,848 206,453 4.13 542,866 -1.34 0.7048
2018-05-10 2018-03-31 13F/A-2 JPMORGAN CHASE COM 46625H100 5,003,395 130,408 2.68 550,223 5.59 0.7297
2018-04-20 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 5,432,127 428,732 597,371 0.7288
2018-04-19 2018-03-31 13F JPMORGAN CHASE COM 46625H100 5,432,127 559,140 597,371
2018-01-24 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,872,987 -2,269,263 -31.77 521,117 -23.61 0.6806
2017-10-17 2017-09-30 13F JPMORGAN CHASE COM 46625H100 7,142,250 185,136 2.66 682,156 7.28 0.9568
2017-07-12 2017-06-30 13F JPMORGAN CHASE COM 46625H100 6,957,114 -6,932,074 -49.91 635,880 -47.88 0.9588
2017-04-24 2017-03-31 13F JPMORGAN CHASE COM 46625H100 13,889,188 -56,642 -0.41 1,220,026 1.38 1.9539
2017-01-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 13,945,830 51,555 0.37 1,203,386 30.06 2.0954
2016-10-11 2016-09-30 13F JPMORGAN CHASE COM 46625H100 13,894,275 -102,198 -0.73 925,220 6.16 1.6428
2016-07-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 13,996,473 -3,792 -0.03 871,560 0.62 1.6172
2016-04-18 2016-03-31 13F JPMORGAN CHASE COM 46625H100 14,000,265 11,906 0.09 866,196 -6.22 1.6459
2016-01-14 2015-12-31 13F JPMORGAN CHASE COM 46625H100 13,988,359 167,104 1.21 923,651 9.61 1.7794
2015-10-20 2015-09-30 13F JPMORGAN CHASE COM 46625H100 13,821,255 79,998 0.58 842,682 -9.50 1.7555
2015-07-17 2015-06-30 13F JPMORGAN CHASE COM 46625H100 13,741,257 163,129 1.20 931,108 13.20 1.8098
2015-04-30 2015-03-31 13F JPMORGAN CHASE COM 46625H100 13,578,128 13,578,128 0.00 822,563 1.6435
2015-01-29 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -13,520,515 -100.00 0 -100.00
2014-10-20 2014-09-30 13F JPMORGAN CHASE COM 46625H100 13,520,515 -57,169 -0.42 814,476 4.11 1.7362
2014-07-25 2014-06-30 13F JPMORGAN CHASE COM 46625H100 13,577,684 765,450 5.97 782,346 0.58 1.6449
2014-04-22 2014-03-31 13F JPMORGAN CHASE COM 46625H100 12,812,234 -234,332 -1.80 777,831 1.95 1.7542
2014-01-16 2013-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 13,046,566 -102,126 -0.78 762,963 12.26 1.7292
2014-01-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 13,161,701 769,696
2013-10-18 2013-09-30 13F JPMORGAN CHASE COM 46625H100 13,148,692 59,622 0.46 679,656 -1.64 1.6749
2013-07-16 2013-06-30 13F JPMORGAN CHASE COM 46625H100 13,089,070 13,089,070 690,972 1.7942
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.