JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGrantham, Mayo, Van Otterloo & Co. LLC
Latest Disclosed Ownership96,697 shares
Latest Disclosed Value $ 28,444,390
Grantham, Mayo, Van Otterloo & Co. LLC reports 5.23% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Grantham, Mayo, Van Otterloo & Co. LLC filed a 13F-HR form disclosing ownership of 96,697 shares of JPMorgan Chase & Co. (MX:JPM) valued at $28,444,390 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 102,032 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.23% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 96,697 -5,335 -5.23 28,444 -13.48 0.0728
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 102,032 -35,655 -25.90 32,877 -24.30 0.0840
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 137,687 -61,241 -30.79 43,431 -24.69 0.1225
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 198,928 -40,731 -17.00 57,671 -1.90 0.1735
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 239,659 29,350 13.96 58,788 16.61 0.1853
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 210,309 -132,169 -38.59 50,413 -30.19 0.1640
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 342,478 -39,749 -10.40 72,215 -6.59 0.2263
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 382,227 -13,072 -3.31 77,309 -2.36 0.2611
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 395,299 -96,837 -19.68 79,178 -5.42 0.2877
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 492,136 -50,724 -9.34 83,712 6.33 0.3694
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 542,860 16,370 3.11 78,726 2.81 0.3718
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 526,490 122,647 30.37 76,573 45.51 0.3545
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 403,843 91,900 29.46 52,625 25.80 0.2677
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 311,943 244,190 360.41 41,832 490.83 0.2228
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 67,753 5,800 9.36 7,080 1.48 0.0409
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 61,953 54,800 766.11 6,977 615.59 0.0378
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,153 -6,361 -47.07 975 -54.44 0.0047
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 13,514 1,100 8.86 2,140 5.31 0.0103
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 12,414 -221 -1.75 2,032 3.41 0.0101
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 12,635 -12,639 -50.01 1,965 -48.92 0.0098
2021-05-13 2021-03-31 13F JPMORGAN CHASE CO 46625H100 25,274 -32,118 -55.96 3,847 -47.25 0.0210
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 57,392 -1,103 -1.89 7,293 29.52 0.0448
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 58,495 10,702 22.39 5,631 25.27 0.0401
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 47,793 24,974 109.44 4,495 118.84 0.0334
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 22,819 22,819 2,054 0.0171
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 0 -87,693 -100.00 0 -100.00
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 87,693 -56,797 -39.31 9,895 -34.28 0.0670
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 144,490 -117,170 -44.78 15,056 -47.68 0.1069
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 261,660 -73,600 -21.95 28,775 -19.74 0.1760
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 335,260 -328,100 -49.46 35,853 -43.41 0.2115
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 663,360 -194,101 -22.64 63,358 -19.16 0.3704
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 857,461 -29,838 -3.36 78,372 0.55 0.4324
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 887,299 -327,466 -26.96 77,940 -25.65 0.4396
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 1,214,765 -411,367 -25.30 104,822 -3.20 0.5650
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 1,626,132 -1,582,703 -49.32 108,284 -45.69 0.5112
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 3,208,835 -189,563 -5.58 199,397 -0.92 0.8181
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3,398,398 230,000 7.26 201,253 -3.80 0.7518
2016-02-12 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,168,398 890,887 39.12 209,209 50.66 0.7521
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 2,277,511 -799,089 -25.97 138,860 -33.39 0.4824
2015-08-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 3,076,600 -472,151 -13.30 208,470 -3.03 0.6722
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 3,548,751 -2,282,799 -39.15 214,983 -41.09 0.6416
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 5,831,550 121,143 2.12 364,938 6.09 0.9824
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 5,710,407 -5,987,190 -51.18 343,995 -48.96 0.9111
2014-08-13 2014-06-30 13F JPMORGAN CHASE COM 46625H100 11,697,597 3,499,195 42.68 674,016 35.42 1.8303
2014-05-14 2014-03-31 13F JPMORGAN CHASE COM 46625H100 8,198,402 4,909,761 149.29 497,725 158.80 1.2982
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 3,288,641 675,181 25.83 192,320 42.36 0.4667
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 2,613,460 -283,936 -9.80 135,090 -11.68 0.3561
2013-08-13 2013-06-30 13F JPMORGAN CHASE COM 46625H100 2,897,396 2,897,396 152,954 0.3983
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.