JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionKentucky Retirement Systems
Latest Disclosed Ownership310,364 shares
Latest Disclosed Value $ 18,150
Kentucky Retirement Systems reports 77.99% increase in ownership of JPM / JPMorgan Chase & Co.

On May 19, 2026 - Kentucky Retirement Systems filed a 13F-HR form disclosing ownership of 310,364 shares of JPMorgan Chase & Co. (MX:JPM) valued at $18,150 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 174,372 shares of JPMorgan Chase & Co.. This represents a change in shares of 77.99% 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)
2026-05-19 2026-03-31 13F JPMORGAN CHASE COM 46625H100 310,364 135,992 77.99 18 -99.97 1.3291
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 174,372 0 0.00 56,186 2.15 1.5221
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 174,372 -20,937 -10.72 55,002 -2.86 1.5213
2025-08-20 2025-06-30 13F JPMORGAN CHASE COM 46625H100 195,309 3,416 1.78 56,622 20.29 1.6566
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 191,893 -3,624 -1.85 47,071 0.44 1.4351
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 195,517 -2,693 -1.36 46,867 12.14 1.3816
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 198,210 -18,188 -8.40 41,795 -4.51 1.2320
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 216,398 -3,154 -1.44 43,769 -0.47 1.2679
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 219,552 -11,760 -5.08 43,976 11.77 1.3139
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 231,312 3,081 1.35 39,346 18.88 1.2282
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 228,231 -6,728 -2.86 33,098 97,247.06 1.1502
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 234,959 3,038 1.31 34 13.33 1.1438
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 231,921 1,358 0.59 30 0.00 1.1131
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 230,563 1,007 0.44 31 -99.87 1.2194
2022-11-16 2022-09-30 13F JPMORGAN CHASE COM 46625H100 229,556 11,572 5.31 23,989 -2.27 1.0176
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 217,984 29,614 15.72 24,547 -4.41 1.0368
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 188,370 8,318 4.62 25,679 -9.93 1.0523
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 180,052 6,491 3.74 28,511 0.36 1.1587
2021-11-17 2021-09-30 13F JPMORGAN CHASE COM 46625H100 173,561 -2,713 -1.54 28,410 3.62 1.3365
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 176,274 -12,461 -6.60 27,418 -4.57 1.2963
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 188,735 -1,119 -0.59 28,731 19.09 1.4046
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 189,854 12,382 6.98 24,125 41.21 1.2449
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 177,472 7,841 4.62 17,085 7.08 1.0542
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 169,631 -44,577 -20.81 15,955 -17.27 1.1196
2020-05-01 2020-03-31 13F JPMORGAN CHASE COM 46625H100 214,208 52,849 32.75 19,285 -14.26 1.3183
2020-02-18 2019-12-31 13F JPMORGAN CHASE COM 46625H100 161,359 -2,485 -1.52 22,493 16.65 1.6374
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 163,844 12,772 8.45 19,283 14.17 1.5314
2019-08-07 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 151,072 7,920 5.53 16,890 16.56 1.4893
2019-08-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 151,072 7,920 16,890
2019-05-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 143,152 -1,497 -1.03 14,491 2.62 1.4025
2019-02-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 144,649 1,526 1.07 14,121 -12.56 1.5473
2018-11-19 2018-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 143,123 -1,434 -0.99 16,150 7.22 1.5436
2018-11-16 2018-09-30 13F JPMORGAN CHASE COM 46625H100 310,364 165,807 18,150
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 144,557 -34,550 -19.29 15,063 -23.52 1.5415
2018-05-07 2018-03-31 13F JPMORGAN CHASE COM 46625H100 179,107 -34,861 -16.29 19,696 -13.92 1.6785
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 213,968 -4,179 -1.92 22,882 9.82 1.6295
2017-11-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 218,147 -9,603 -4.22 20,835 0.09 1.5731
2017-08-18 2017-06-30 13F JPMORGAN CHASE COM 46625H100 227,750 -1,259 -0.55 20,816 3.48 1.5644
2017-05-24 2017-03-31 13F JPMORGAN CHASE COM 46625H100 229,009 -30,645 -11.80 20,116 -10.22 1.5489
2017-02-24 2016-12-31 13F JPMORGAN CHASE COM 46625H100 259,654 -16,403 -5.94 22,406 21.88 1.6030
2016-11-30 2016-09-30 13F JPMORGAN CHASE COM 46625H100 276,057 -34,897 -11.22 18,383 -4.86 1.2234
2016-09-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 310,954 -26,237 -7.78 19,323 -3.23 1.2501
2016-06-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 337,191 57,592 20.60 19,968 8.16 1.2119
2016-02-22 2015-12-31 13F JPMORGAN CHASE COM 46625H100 279,599 25,850 10.19 18,462 19.33 1.3593
2015-11-18 2015-09-30 13F JPMORGAN CHASE COM 46625H100 253,749 3,346 1.34 15,471 -8.82 1.3325
2015-08-26 2015-06-30 13F JPMORGAN CHASE COM 46625H100 250,403 -541 -0.22 16,967 11.61 1.3804
2015-05-29 2015-03-31 13F JPMORGAN CHASE COM 46625H100 250,944 -26,938 -9.69 15,202 -12.58 1.2341
2015-03-04 2014-12-31 13F JPMORGAN CHASE COM 46625H100 277,882 -14,733 -5.03 17,390 -1.34 1.2824
2014-12-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 292,615 -21,283 -6.78 17,627 -7.50 1.2935
2014-05-22 2014-03-31 13F JPMORGAN CHASE COM 46625H100 313,898 3,534 1.14 19,057 5.00 1.3765
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 310,364 -2,300 -0.74 18,150 12.30 1.3291
2013-11-15 2013-09-30 13F JPMORGAN CHASE COM 46625H100 312,664 312,664 16,162 1.3017
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.