JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership33,713 shares
Latest Disclosed Value $ 9,917,016
Jacobs Levy Equity Management, Inc reports 45.01% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 33,713 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,917,016 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 61,302 shares of JPMorgan Chase & Co.. This represents a change in shares of -45.01% 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 33,713 -27,589 -45.01 9,917 -49.79 0.0417
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 61,302 -12,616 -17.07 19,753 -15.28 0.0763
2025-11-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 73,918 24,784 50.44 23,316 63.68 0.0926
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 49,134 2,452 5.25 14,244 24.39 0.0558
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 46,682 4,726 11.26 11,451 13.86 0.0454
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 41,956 -555 -1.31 10,057 12.21 0.0356
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 42,511 5,152 13.79 8,964 18.62 0.0346
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 37,359 30,985 486.12 7,556 492.16 0.0312
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,374 1,569 32.65 1,277 56.18 0.0057
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,805 248 5.44 817 23.79 0.0041
2023-11-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,557 760 20.02 661 19.57 0.0039
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,797 2,054 117.84 552 143.17 0.0032
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,743 -1,801 -50.82 227 -52.21 0.0014
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,544 3,544 475 0.0032
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -5,742 -100.00 0 -100.00
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,742 -2,304 -28.64 783 -38.54 0.0053
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 8,046 -5,592 -41.00 1,274 -42.92 0.0085
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 13,638 2,131 18.52 2,232 24.69 0.0150
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 11,507 -4,187 -26.68 1,790 -25.07 0.0121
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 15,694 8,670 123.43 2,389 167.53 0.0184
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,024 4,592 188.82 893 281.62 0.0078
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,432 -6,271 -72.06 234 -71.43 0.0024
2020-08-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,703 -4,065 -31.84 819 -28.78 0.0089
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 12,768 -7,197 -36.05 1,150 -58.68 0.0148
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 19,965 -1,510 -7.03 2,783 10.13 0.0273
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 21,475 -12,619 -37.01 2,527 -33.71 0.0310
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 34,094 -135,686 -79.92 3,812 -77.82 0.0527
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 169,780 -4,250 -2.44 17,187 1.17 0.2480
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 174,030 -47,830 -21.56 16,989 -32.14 0.2986
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 221,860 -184,979 -45.47 25,035 -40.95 0.3551
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 406,839 70,870 21.09 42,393 14.74 0.6664
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 335,969 128,700 62.09 36,947 66.69 0.6149
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 207,269 -450 -0.22 22,165 11.72 0.3895
2017-11-14 2017-09-30 13F J P MORGAN CHASE COM 46625H100 207,719 18,399 9.72 19,839 14.65 0.3857
2017-11-09 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 189,320 158,360 511.50 17,304 536.18 0.3700
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 189,320 158,360 17,304
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 30,960 -29,380 -48.69 2,720 -47.76 0.0550
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 60,340 44,420 279.02 5,207 391.23 0.1005
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 15,920 640 4.19 1,060 11.70 0.0189
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 15,280 1,600 11.70 949 17.16 0.0197
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 13,680 -2,820 -17.09 810 -25.62 0.0172
2016-02-16 2015-12-31 13F J P MORGAN CHASE COM 46625H100 16,500 1,770 12.02 1,089 21.27 0.0216
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 14,730 -3,750 -20.29 898 -28.27 0.0184
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 18,480 3,350 22.14 1,252 36.53 0.0238
2015-05-15 2015-03-31 13F J P MORGAN CHASE COM 46625H100 15,130 2,620 20.94 917 17.11 0.0156
2015-02-17 2014-12-31 13F J P MORGAN CHASE COM 46625H100 12,510 -650 -4.94 783 -1.26 0.0134
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 13,160 2,970 29.15 793 35.09 0.0132
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 10,190 -8,430 -45.27 587 -48.05 0.0097
2014-05-15 2014-03-31 13F J P MORGAN CHASE COM 46625H100 18,620 -180,840 -90.66 1,130 -90.31 0.0189
2014-02-14 2013-12-31 13F J P MORGAN CHASE COM 46625H100 199,460 -49,620 -19.92 11,664 -9.41 0.1752
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 249,080 5,390 2.21 12,875 0.09 0.2181
2013-08-14 2013-06-30 13F JPMORGAN CHASE COM 46625H100 243,690 243,690 12,864 0.2272
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.