JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHarris Associates L P
ManagerVictor Morgenstern
Latest Disclosed Ownership5,815 shares
Latest Disclosed Value $ 1,710,540
Harris Associates L P reports 2.02% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Harris Associates L P filed a 13F-HR form disclosing ownership of 5,815 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,710,540 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,935 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.02% 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 5,815 -120 -2.02 1,711 -10.56 0.0022
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,935 230 4.03 1,912 6.28 0.0024
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,705 -99 -1.71 1,800 6.96 0.0029
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,804 916 18.74 1,683 40.28 0.0027
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,888 49 1.01 1,199 3.45 0.0020
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,839 -136 -2.73 1,160 10.49 0.0019
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,975 -14 -0.28 1,049 3.96 0.0017
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,989 69 1.40 1,009 2.44 0.0017
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,920 -255 -4.93 985 11.93 0.0016
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,175 0 0.00 880 17.33 0.0015
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,175 0 0.00 750 -0.27 0.0015
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,175 -1,300 -20.08 753 -10.79 0.0014
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,475 1,300 25.12 844 21.65 0.0016
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,175 0 0.00 694 28.10 0.0014
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,175 0 0.00 541 -7.20 0.0012
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,175 -162 -3.04 583 -19.92 0.0012
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,337 0 0.00 728 -13.85 0.0012
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,337 0 0.00 845 -3.32 0.0013
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,337 0 0.00 874 5.30 0.0014
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,337 0 0.00 830 2.22 0.0013
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,337 -800 -13.04 812 4.10 0.0014
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,137 -15,000 -70.97 780 -61.67 0.0015
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 21,137 0 0.00 2,035 2.36 0.0050
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 21,137 0 0.00 1,988 4.47 0.0048
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 21,137 -16,215 -43.41 1,903 -63.45 0.0053
2020-02-14 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 37,352 0 0.00 5,207 18.45 0.0092
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 37,352 5,207
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 37,352 -864 -2.26 4,396 2.88 0.0085
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 38,216 -936 -2.39 4,273 7.82 0.0079
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 39,152 -422 -1.07 3,963 2.59 0.0073
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 39,574 0 0.00 3,863 -13.50 0.0078
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 39,574 -422,170 -91.43 4,466 -90.72 0.0070
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 461,744 -285,408 -38.20 48,114 -41.44 0.0777
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 747,152 -2,781,015 -78.82 82,164 -78.22 0.1372
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,528,167 -7,476,612 -67.94 377,302 -64.10 0.6179
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 11,004,779 -1,337,498 -10.84 1,051,067 -6.83 1.7727
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 12,342,277 -278,853 -2.21 1,128,084 1.75 2.0294
2017-05-08 2017-03-31 13F JPMORGAN CHASE COM 46625H100 12,621,130 -5,314,690 -29.63 1,108,640 -28.37 2.0256
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 17,935,820 -6,499,015 -26.60 1,547,682 -4.88 2.9827
2016-11-09 2016-09-30 13F JPMORGAN CHASE COM 46625H100 24,434,835 -1,770,712 -6.76 1,627,116 -0.08 3.2242
2016-08-10 2016-06-30 13F JPMORGAN CHASE COM 46625H100 26,205,547 -2,944,922 -10.10 1,628,413 -5.67 3.2815
2016-05-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 29,150,469 -2,796,888 -8.75 1,726,291 -18.17 3.2496
2016-02-09 2015-12-31 13F JPMORGAN CHASE COM 46625H100 31,947,357 -344,832 -1.07 2,109,484 7.14 3.5742
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 32,292,189 -85,484 -0.26 1,968,854 -10.26 3.4430
2015-08-11 2015-06-30 13F JPMORGAN CHASE COM 46625H100 32,377,673 -19,138 -0.06 2,193,911 11.79 3.5020
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 32,396,811 476,084 1.49 1,962,599 -1.75 3.0990
2015-01-23 2014-12-31 13F JPMORGAN CHASE COM 46625H100 31,920,727 498,462 1.59 1,997,599 5.53 3.1009
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 31,422,265 1,664,545 5.59 1,892,877 10.40 3.1069
2014-08-12 2014-06-30 13F JPMORGAN CHASE COM 46625H100 29,757,720 2,463,412 9.03 1,714,639 3.48 2.8856
2014-04-25 2014-03-31 13F JPMORGAN CHASE COM 46625H100 27,294,308 -156,420 -0.57 1,657,037 3.22 2.9675
2014-02-10 2013-12-31 13F JPMORGAN CHASE COM 46625H100 27,450,728 509,638 1.89 1,605,319 15.28 2.8681
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 26,941,090 1,402,851 5.49 1,392,585 3.29 2.7108
2013-08-12 2013-06-30 13F JPMORGAN CHASE COM 46625H100 25,538,239 25,538,239 1,348,164 2.8294
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.