JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionImpax Asset Management Group plc
Latest Disclosed Ownership56,444 shares
Latest Disclosed Value $ 16,603,567
Impax Asset Management Group plc reports 61.49% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Impax Asset Management Group plc filed a 13F-HR form disclosing ownership of 56,444 shares of JPMorgan Chase & Co. (MX:JPM) valued at $16,603,567 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 146,587 shares of JPMorgan Chase & Co.. This represents a change in shares of -61.49% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F JPMorgan Chase Common Stock 46625H100 56,444 -90,143 -61.49 16,604 -64.85 0.1157
2026-01-29 2025-12-31 13F JPMorgan Chase Common Stock 46625H100 146,587 -19,739 -11.87 47,233 -9.97 0.2955
2025-11-06 2025-09-30 13F JPMorgan Chase Common Stock 46625H100 166,326 -38,182 -18.67 52,464 -11.51 0.3062
2025-08-08 2025-06-30 13F JPMorgan Chase Common Stock 46625H100 204,508 23,715 13.12 59,289 33.69 0.3409
2025-04-29 2025-03-31 13F JPMorgan Chase Common Stock 46625H100 180,793 -95,242 -34.50 44,349 -32.98 0.2671
2025-02-04 2024-12-31 13F JPMorgan Chase Common Stock 46625H100 276,035 -35,049 -11.27 66,168 0.87 0.2997
2024-11-06 2024-09-30 13F/A-1 JPMorgan Chase Common Stock 46625H100 311,084 -27,267 -8.06 65,595 -4.15 0.2583
2024-10-30 2024-09-30 13F JPMorgan Chase Common Stock 46625H100 311,084 -27,267 65,595 0.2585
2024-11-08 2024-06-30 13F/A-1 JPMorgan Chase Common Stock 46625H100 338,351 -70,221 -17.19 68,435 -16.38 0.2786
2024-08-05 2024-06-30 13F JPMorgan Chase Common Stock 46625H100 338,351 -70,221 68,435 0.2789
2024-04-30 2024-03-31 13F JPMorgan Chase Common Stock 46625H100 408,572 4,678 1.16 81,837 19.12 0.3132
2024-01-26 2023-12-31 13F JPMorgan Chase Common Stock 46625H100 403,894 -67,593 -14.34 68,702 0.48 0.2758
2023-11-07 2023-09-30 13F/A-1 JPMorgan Chase Common Stock 46625H100 471,487 -28,932 -5.78 68,375 -6.05 0.3055
2023-11-07 2023-09-30 13F JPMorgan Chase Common Stock 46625H100 471,487 68,375
2023-08-07 2023-06-30 13F JPMorgan Chase Common Stock 46625H100 500,419 3,439 0.69 72,781 12.38 0.2925
2023-05-10 2023-03-31 13F JPMorgan Chase Common Stock 46625H100 496,980 11,342 2.34 64,761 -0.56 0.2706
2023-02-09 2022-12-31 13F JPMorgan Chase Common Stock 46625H100 485,638 45,302 10.29 65,124 41.53 0.2914
2022-11-08 2022-09-30 13F JPMorgan Chase Common Stock 46625H100 440,336 95,502 27.70 46,015 18.50 0.2365
2022-08-11 2022-06-30 13F/A-2 JPMorgan Chase Common Stock 46625H100 344,834 -1,509 -0.44 38,832 -17.75 0.1893
2022-08-02 2022-06-30 13F JPMorgan Chase Common Stock 46625H100 346,343 0 47,213 0.1951
2022-05-16 2022-03-31 13F JPMorgan Chase Common Stock 46625H100 346,343 34,177 10.95 47,213 -4.49 0.1951
2022-02-14 2021-12-31 13F JPMorgan Chase Common Stock 46625H100 312,166 8,007 2.63 49,431 -0.72 0.1807
2021-11-12 2021-09-30 13F JPMorgan Chase Common Stock 46625H100 304,159 349 0.11 49,788 5.36 0.2045
2021-08-05 2021-06-30 13F JPMorgan Chase Common Stock 46625H100 303,810 29,230 10.65 47,255 13.05 0.2084
2021-05-14 2021-03-31 13F JPMorgan Chase Common Stock 46625H100 274,580 5,459 2.03 41,799 22.23 0.2139
2021-02-16 2020-12-31 13F JPMorgan Chase Common Stock 46625H100 269,121 92,361 52.25 34,197 100.96 0.2176
2020-11-12 2020-09-30 13F JPMorgan Chase Common Stock 46625H100 176,760 57,400 48.09 17,017 51.57 0.1489
2020-08-14 2020-06-30 13F JPMorgan Chase Common Stock 46625H100 119,360 0 0.00 11,227 4.48 0.1152
2020-05-15 2020-03-31 13F JPMorgan Chase Common Stock 46625H100 119,360 -56,458 -32.11 10,746 -56.15 0.1430
2020-02-13 2019-12-31 13F JPMorgan Chase Common Stock 46625H100 175,818 0 0.00 24,509 18.45 0.2734
2019-11-14 2019-09-30 13F JPMorgan Chase Common Stock 46625H100 175,818 0 0.00 20,692 5.27 0.2695
2019-08-13 2019-06-30 13F JPMorgan Chase Common Stock 46625H100 175,818 0 0.00 19,656 10.44 0.2553
2019-05-13 2019-03-31 13F JPMorgan Chase Common Stock 46625H100 175,818 -16,000 -8.34 17,798 -4.95 0.2450
2019-02-14 2018-12-31 13F JPMorgan Chase Common Stock 46625H100 191,818 0 0.00 18,725 -13.49 0.3052
2018-11-14 2018-09-30 13F JPMorgan Chase Common Stock 46625H100 191,818 191,818 21,645 0.3108
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.