JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGreat Lakes Advisors, Llc
Latest Disclosed Ownership1,134,824 shares
Latest Disclosed Value $ 333,820,658
Great Lakes Advisors, Llc reports 4.25% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Great Lakes Advisors, Llc filed a 13F-HR form disclosing ownership of 1,134,824 shares of JPMorgan Chase & Co. (MX:JPM) valued at $333,820,658 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,088,578 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.25% 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)
2026-05-11 2026-03-31 13F J P MORGAN CHASE AND COM 46625H100 1,134,824 46,246 4.25 333,821 -4.83 0.8116
2026-02-12 2025-12-31 13F J P MORGAN CHASE AND COM 46625H100 1,088,578 -7,069 -0.65 350,762 1.49 2.8601
2025-11-03 2025-09-30 13F J P MORGAN CHASE AND COM 46625H100 1,095,647 -22,910 -2.05 345,601 6.57 2.8848
2025-08-11 2025-06-30 13F J P MORGAN CHASE AND COM 46625H100 1,118,557 -94,928 -7.82 324,282 8.96 2.7177
2025-05-16 2025-03-31 13F JPMorgan Chase COM 46625H100 1,213,485 -3,522 -0.29 297,623 2.02 2.6622
2025-02-10 2024-12-31 13F J P MORGAN CHASE AND COM 46625H100 1,217,007 46,877 4.01 291,729 18.24 2.4952
2024-11-04 2024-09-30 13F J P MORGAN CHASE AND COM 46625H100 1,170,130 -15,161 -1.28 246,734 2.92 2.0658
2024-08-06 2024-06-30 13F J P MORGAN CHASE AND COM 46625H100 1,185,291 -9,265 -0.78 239,737 0.20 2.1271
2024-05-08 2024-03-31 13F J P MORGAN CHASE AND CS 46625H100 1,194,556 16,163 1.37 239,270 19.37 2.0291
2024-02-08 2023-12-31 13F J P MORGAN CHASE AND CS 46625H100 1,178,393 -346,077 -22.70 200,445 -9.33 1.9097
2023-11-07 2023-09-30 13F JPMorgan Chase and COM 46625H100 1,524,470 378,823 33.07 221,079 32.68 2.0134
2023-08-10 2023-06-30 13F JPMorgan Chase and COM 46625H100 1,145,647 -118,604 -9.38 166,623 1.14 1.6647
2023-05-10 2023-03-31 13F JPMorgan Chase and COM 46625H100 1,264,251 1,234,521 4,152.44 164,744 4,033.07 1.4968
2023-02-09 2022-12-31 13F JPMorgan Chase and COM 46625H100 29,730 5,262 21.51 3,987 55.89 0.2284
2022-11-09 2022-09-30 13F JPMorgan Chase and COM 46625H100 24,468 -627 -2.50 2,557 -9.52 0.0558
2022-08-09 2022-06-30 13F JPMorgan Chase and COM 46625H100 25,095 -2,747 -9.87 2,826 -25.53 0.0559
2022-05-06 2022-03-31 13F JPMorgan Chase and COM 46625H100 27,842 -62,227 -69.09 3,795 -73.39 0.0485
2022-02-09 2021-12-31 13F JPMorgan Chase and COM 46625H100 90,069 17,019 23.30 14,262 19.27 0.2170
2021-11-09 2021-09-30 13F JPMorgan Chase COM 46625H100 73,050 1,416 1.98 11,958 7.32 0.1865
2021-08-11 2021-06-30 13F JPMorgan Chase COM 46625H100 71,634 1,133 1.61 11,142 3.82 0.1681
2021-05-03 2021-03-31 13F JPMorgan Chase COM 46625H100 70,501 49,321 232.87 10,732 298.81 0.1734
2021-02-09 2020-12-31 13F JPMorgan Chase COM 46625H100 21,180 -1,415 -6.26 2,691 23.72 0.0487
2020-11-04 2020-09-30 13F JPMorgan Chase COM 46625H100 22,595 -6,018 -21.03 2,175 -19.18 0.0460
2020-08-07 2020-06-30 13F JPMorgan Chase COM 46625H100 28,613 -10,021 -25.94 2,691 -22.63 0.0653
2020-05-08 2020-03-31 13F JPMorgan Chase COM 46625H100 38,634 20,465 112.64 3,478 37.31 0.1015
2020-02-07 2019-12-31 13F JPMorgan Chase COM 46625H100 18,169 2,225 13.96 2,533 34.95 0.0544
2019-11-06 2019-09-30 13F JPMorgan Chase COM 46625H100 15,944 -695 -4.18 1,877 0.91 0.0412
2019-08-05 2019-06-30 13F JPMorgan Chase COM 46625H100 16,639 -715 -4.12 1,860 5.92 0.0405
2019-05-07 2019-03-31 13F JPMorgan Chase COM 46625H100 17,354 -13,319 -43.42 1,756 -41.35 0.0391
2019-02-13 2018-12-31 13F JPMorgan Chase COM 46625H100 30,673 -915 -2.90 2,994 -15.99 0.0709
2018-11-30 2018-09-30 13F/A-2 JPMorgan Chase COM 46625H100 31,588 459 1.47 3,564 9.86 0.0786
2018-11-15 2018-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 90,846 59,258 10,251 1.6709
2018-11-14 2018-09-30 13F J P MORGAN CHASE AND COM 46625H100 31,129 0 3,244
2018-08-13 2018-06-30 13F J P MORGAN CHASE AND COM 46625H100 31,129 -188 -0.60 3,244 -5.81 0.0760
2018-05-07 2018-03-31 13F J P MORGAN CHASE AND CS 46625H100 31,317 -74,492 -70.40 3,444 -69.56 0.0820
2018-02-07 2017-12-31 13F J P MORGAN CHASE AND CS 46625H100 105,809 5,977 5.99 11,315 18.67 0.2487
2017-11-13 2017-09-30 13F J P MORGAN CHASE AND CS 46625H100 99,832 -62,126 -38.36 9,535 -35.59 0.2243
2017-08-07 2017-06-30 13F JP MORGAN CHASE CS 46625H100 161,958 -32,242 -16.60 14,803 -13.22 0.3631
2017-05-09 2017-03-31 13F JP MORGAN CHASE AND CS 46625H100 194,200 31,365 19.26 17,058 21.40 0.4389
2017-02-10 2016-12-31 13F JP MORGAN CHASE and CS 46625H100 162,835 -10,864 -6.25 14,051 21.49 0.3691
2016-11-07 2016-09-30 13F JP MORGAN CHASE CS 46625H100 173,699 -16,879 -8.86 11,566 -2.33 0.3137
2016-08-12 2016-06-30 13F JP MORGAN CHASE CS 46625H100 190,578 -17,726 -8.51 11,842 -4.00 0.3224
2016-05-11 2016-03-31 13F JP MORGAN CHASE CS 46625H100 208,304 12,694 6.49 12,336 -4.49 0.3374
2016-02-12 2015-12-31 13F JP MORGAN CHASE and CS 46625H100 195,610 339 0.17 12,916 7.92 0.3873
2015-10-30 2015-09-30 13F JP MORGAN CHASE and CS 46625H100 195,271 1,087 0.56 11,968 -9.04 0.3711
2015-08-12 2015-06-30 13F JP MORGAN CHASE CS 46625H100 194,184 -12,369 -5.99 13,158 5.15 0.4001
2015-05-06 2015-03-31 13F JP MORGAN CHASE CS 46625H100 206,553 -27,282 -11.67 12,513 -14.49 0.3827
2015-02-11 2014-12-31 13F JP MORGAN CHASE CS 46625H100 233,835 6,740 2.97 14,634 7.19 0.4541
2014-11-20 2014-09-30 13F JP MORGAN CHASE CS 46625H100 227,095 -587 -0.26 13,652 4.06 0.4576
2014-08-19 2014-06-30 13F JP MORGAN CHASE CS 46625H100 227,682 27,751 13.88 13,119 8.08 0.5402
2014-05-22 2014-03-31 13F JP MORGAN CHASE COMMON 46625H100 199,931 -8,022 -3.86 12,138 -0.19 0.5276
2014-05-22 2013-12-31 13F/A-1 JP MORGAN CHASE com 46625H100 207,953 -71,091 -25.48 12,161 -15.70 0.5517
2014-02-24 2013-12-31 13F JP MORGAN CHASE com 46625H100 207,953 12,161
2013-11-27 2013-09-30 13F JP MORGAN CHASE COMMON 46625H100 279,044 2,265 0.82 14,426 -1.25 0.6481
2013-08-16 2013-06-30 13F JP MORGAN CHASE COM 46625H100 276,779 276,779 14,608 0.6846
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.