JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionJupiter Asset Management Ltd
Latest Disclosed Ownership134,443 shares
Latest Disclosed Value $ 39,547,753
Jupiter Asset Management Ltd reports 19.03% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Jupiter Asset Management Ltd filed a 13F-HR form disclosing ownership of 134,443 shares of JPMorgan Chase & Co. (MX:JPM) valued at $39,547,753 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 166,049 shares of JPMorgan Chase & Co.. This represents a change in shares of -19.03% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM* 46625H100 134,443 -31,606 -19.03 39,548 -26.09 0.1666
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 166,049 -37,009 -18.23 53,504 -16.47 0.4283
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 203,058 -11,473 -5.35 64,051 2.98 0.5499
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 214,531 8,435 4.09 62,195 23.02 0.5189
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 206,096 4,361 2.16 50,555 4.55 0.4846
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 201,735 102 0.05 48,358 13.74 0.4716
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 201,633 -33,727 -14.33 42,516 -10.69 0.3726
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 235,360 27,914 13.46 47,604 14.57 0.4498
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 207,446 110,036 112.96 41,551 150.78 0.3967
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 97,410 -60,850 -38.45 16,569 -27.80 0.1642
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 158,260 -128,144 -44.74 22,951 -44.88 0.2540
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 286,404 200,519 233.47 41,637 272.16 0.4551
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 85,885 -43,838 -33.79 11,188 -35.69 0.1546
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 129,723 -22,942 -15.03 17,397 9.05 0.2544
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 152,665 7,169 4.93 15,953 -2.65 0.2466
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 145,496 -120,287 -45.26 16,387 -54.77 0.2305
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 265,783 -42,349 -13.74 36,229 -25.79 0.4298
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 308,132 -92,835 -23.15 48,817 -25.64 0.5357
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 400,967 -50,108 -11.11 65,646 -6.39 0.7436
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 451,075 -486,413 -51.88 70,124 49,283.10 0.7223
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 937,488 421,650 81.74 143 118.46 1.4045
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 515,838 302,841 142.18 65 225.00 0.6601
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 212,997 56,368 35.99 20 -99.86 0.2161
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 156,629 -120,596 -43.50 14,720 -41.08 0.4907
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 277,225 -61,448 -18.14 24,984 -47.07 1.0812
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 338,673 97,542 40.45 47,201 66.35 1.4561
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 241,131 -21,635 -8.23 28,374 -3.39 0.9279
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 262,766 10,984 4.36 29,369 15.20 0.9310
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 251,782 -286,997 -53.27 25,493 -51.58 0.8251
2019-02-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 538,779 -179,075 -24.95 52,649 -35.00 1.8476
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 717,854 230,625 47.33 80,995 59.35 2.3193
2018-08-13 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 487,229 -170,138 -25.88 50,828 -29.69 1.4873
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 487,229 -170,138 50,828
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 657,367 -59,357 -8.28 72,291 -5.68 2.1991
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 716,724 54,072 8.16 76,646 21.10 2.2056
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 662,652 -200,590 -23.24 63,290 -19.78 2.1570
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 863,242 215,292 33.23 78,900 38.63 2.7368
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 647,950 -148,104 -18.60 56,916 -17.14 2.0786
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 796,054 228,107 40.16 68,691 81.63 2.5650
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 567,947 86,259 17.91 37,820 26.35 1.4283
2016-08-10 2016-06-30 13F JPMORGAN CHASE COM 46625H100 481,688 -15,562 -3.13 29,932 1.65 1.1437
2016-05-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 497,250 -364,959 -42.33 29,447 -48.28 1.1191
2016-02-12 2015-12-31 13F JPMORGAN CHASE COM 46625H100 862,209 -22,453 -2.54 56,932 5.55 2.0873
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 884,662 -87,074 -8.96 53,938 -18.08 2.1083
2015-11-06 2015-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 971,736 231,652 31.30 65,845 46.86 2.3105
2015-08-10 2015-06-30 13F JPMORGAN CHASE COM 46625H100 971,736 65,845
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 740,084 98,653 15.38 44,834 11.69 1.5622
2015-02-09 2014-12-31 13F JPMORGAN CHASE COM 46625H100 641,431 -120,634 -15.83 40,141 -12.56 1.3001
2014-11-07 2014-09-30 13F JPMORGAN CHASE COM 46625H100 762,065 145,629 23.62 45,907 29.25 1.5342
2014-08-11 2014-06-30 13F JPMORGAN CHASE COM 46625H100 616,436 -29,559 -4.58 35,519 -9.43 1.1257
2014-04-03 2014-03-31 13F JPMORGAN CHASE COM 46625H100 645,995 -43,390 -6.29 39,218 -2.72 1.2628
2014-01-07 2013-12-31 13F JPMORGAN CHASE COM 46625H100 689,385 20,393 3.05 40,315 16.58 1.5651
2013-10-09 2013-09-30 13F JPMORGAN CHASE COM 46625H100 668,992 -287,113 -30.03 34,580 -31.49 1.5216
2013-07-25 2013-06-30 13F JPMORGAN CHASE COM 46625H100 956,105 956,105 50,473 2.2539
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.