JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership114,074 shares
Latest Disclosed Value $ 33,556,008
Gotham Asset Management, LLC reports 3.09% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 114,074 shares of JPMorgan Chase & Co. (MX:JPM) valued at $33,556,008 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 110,654 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.09% 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 114,074 3,420 3.09 33,556 -5.88 0.1028
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 110,654 14,165 14.68 35,655 17.15 0.1302
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 96,489 10,328 11.99 30,436 21.85 0.1325
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 86,161 5,403 6.69 24,979 26.09 0.1495
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 80,758 8,235 11.36 19,810 13.95 0.1653
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 72,523 861 1.20 17,384 15.05 0.1648
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 71,662 11,465 19.05 15,111 24.11 0.1563
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 60,197 866 1.46 12,175 2.46 0.1576
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 59,331 1,406 2.43 11,884 20.60 0.1795
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 57,925 2,964 5.39 9,853 23.63 0.1828
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 54,961 1,029 1.91 7,970 1.62 0.1647
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 53,932 -4,497 -7.70 7,844 3.02 0.1706
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 58,429 -10,177 -14.83 7,614 -17.25 0.1846
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 68,606 -86 -0.13 9,200 28.17 0.2589
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 68,692 22,947 50.16 7,178 39.35 0.2150
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 45,745 6,043 15.22 5,151 -4.82 0.1654
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 39,702 2,541 6.84 5,412 -8.02 0.1676
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 37,161 -5,211 -12.30 5,884 -15.17 0.1898
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 42,372 -5,287 -11.09 6,936 -6.43 0.2813
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 47,659 13,427 39.22 7,413 42.26 0.3141
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 34,232 -46 -0.13 5,211 19.63 0.2324
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 34,278 6,644 24.04 4,356 63.76 0.1441
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 27,634 -24,996 -47.49 2,660 -46.26 0.0854
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 52,630 -43,444 -45.22 4,950 -42.77 0.1481
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 96,074 -52,008 -35.12 8,650 -58.10 0.2402
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 148,082 40,426 37.55 20,643 62.93 0.3790
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 107,656 -13,495 -11.14 12,670 -6.46 0.2238
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 121,151 -123 -0.10 13,545 10.33 0.2162
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 121,274 30,781 34.01 12,277 38.97 0.1798
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 90,493 -2,666 -2.86 8,834 -15.96 0.1373
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 93,159 -34,098 -26.79 10,512 -20.72 0.1452
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 127,257 59,612 88.12 13,260 78.25 0.1916
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 67,645 20,213 42.61 7,439 46.67 0.1041
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 47,432 10,787 29.44 5,072 44.91 0.0737
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 36,645 -5,144 -12.31 3,500 -8.38 0.0514
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 41,789 2,288 5.79 3,820 10.09 0.0536
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 39,501 10,669 37.00 3,470 39.47 0.0441
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 28,832 12,701 78.74 2,488 131.66 0.0320
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 16,131 8,118 101.31 1,074 115.66 0.0140
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 8,013 8,013 0.00 498 0.0060
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 0 -4,186 -100.00 0 -100.00
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 4,186 -9,232 -68.80 276 -66.26 0.0030
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 13,418 7,351 121.16 818 99.03 0.0080
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 6,067 2,513 70.71 411 91.16 0.0034
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 3,554 -1,708 -32.46 215 -30.19 0.0016
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 5,262 -336 -6.00 308 6.57 0.0073
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 5,598 6 0.11 289 -2.03 0.0094
2013-08-15 2013-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,592 5,592 295 0.0126
2013-08-14 2013-06-30 13F JPMORGAN CHASE COM 46625H100 5,592 295 0.0126
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.