JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLazard Asset Management Llc
Latest Disclosed Ownership417,116 shares
Latest Disclosed Value $ 122,698,783
Lazard Asset Management Llc reports 36.84% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Lazard Asset Management Llc filed a 13F-HR form disclosing ownership of 417,116 shares of JPMorgan Chase & Co. (MX:JPM) valued at $122,698,783 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 304,811 shares of JPMorgan Chase & Co.. This represents a change in shares of 36.84% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 417,116 112,305 36.84 122,699 24.93 0.1052
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 304,811 -3,262 -1.06 98,216 1.54 0.1664
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 308,073 117,061 61.28 96,727 175,767.27 0.1302
2025-08-14 2025-06-30 13F JPMORGAN CHASE Common Stock 46625H100 191,012 -2,374 -1.23 55 17.02 0.0762
2025-05-15 2025-03-31 13F JPMORGAN CHASE Common Stock 46625H100 193,386 -157,465 -44.88 47 -44.05 0.0728
2025-02-14 2024-12-31 13F JPMORGAN CHASE Common Stock 46625H100 350,851 134,887 62.46 84 86.67 0.1230
2024-11-14 2024-09-30 13F JPMORGAN CHASE Common Stock 46625H100 215,964 -38,943 -15.28 46 -11.76 0.0609
2024-08-14 2024-06-30 13F JPMORGAN CHASE Common Stock 46625H100 254,907 -51,239 -16.74 52 -16.39 0.0647
2024-07-09 2024-03-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 306,146 -6,352 -2.03 61 15.09 0.0745
2024-05-14 2024-03-31 13F JPMORGAN CHASE Common Stock 46625H100 306,146 -6,352 61 0.0744
2024-02-14 2023-12-31 13F JPMORGAN CHASE Common Stock 46625H100 312,498 4,677 1.52 53 20.45 0.0673
2023-11-14 2023-09-30 13F JPMORGAN CHASE Common Stock 46625H100 307,821 -25,436 -7.63 45 -8.33 0.0607
2023-08-15 2023-06-30 13F JPMORGAN CHASE Common Stock 46625H100 333,257 -4,219 -1.25 48 11.63 0.0597
2023-05-15 2023-03-31 13F JPMORGAN CHASE Common Stock 46625H100 337,476 -194,704 -36.59 44 -99.94 0.0576
2023-02-15 2022-12-31 13F JPMORGAN CHASE Common Stock 46625H100 532,180 157,455 42.02 71,363 82.25 0.0983
2022-11-14 2022-09-30 13F JPMORGAN CHASE Common Stock 46625H100 374,725 -7,987 -2.09 39,157 -9.14 0.0572
2022-08-09 2022-06-30 13F JPMORGAN CHASE Common Stock 46625H100 382,712 -789 -0.21 43,095 -17.56 0.0583
2022-05-13 2022-03-31 13F JPMORGAN CHASE Common Stock 46625H100 383,501 -223,579 -36.83 52,277 -45.62 0.0606
2022-02-09 2021-12-31 13F JPMORGAN CHASE Common Stock 46625H100 607,080 -3,316,110 -84.53 96,130 -85.03 0.1023
2021-11-15 2021-09-30 13F JPMORGAN CHASE Common Stock 46625H100 3,923,190 116,342 3.06 642,186 8.46 0.7246
2021-08-12 2021-06-30 13F JPMORGAN CHASE Common Stock 46625H100 3,806,848 -40,184 -1.04 592,115 1.11 0.6645
2021-05-14 2021-03-31 13F JPMORGAN CHASE Common Stock 46625H100 3,847,032 -70,008 -1.79 585,633 17.66 0.7093
2021-02-11 2020-12-31 13F JPMORGAN CHASE Common Stock 46625H100 3,917,040 26,685 0.69 497,736 32.90 0.6290
2020-11-13 2020-09-30 13F JPMORGAN CHASE Common Stock 46625H100 3,890,355 -8,023 -0.21 374,522 2.14 0.5264
2020-08-13 2020-06-30 13F JPMORGAN CHASE Common Stock 46625H100 3,898,378 1,526,489 64.36 366,680 71.72 0.5636
2020-05-14 2020-03-31 13F JPMORGAN CHASE Common Stock 46625H100 2,371,889 -80,126 -3.27 213,539 -37.53 0.3912
2020-02-13 2019-12-31 13F JPMORGAN CHASE Common Stock 46625H100 2,452,015 996,774 68.50 341,809 99.58 0.4882
2019-11-14 2019-09-30 13F JPMORGAN CHASE Common Stock 46625H100 1,455,241 298,396 25.79 171,265 32.42 0.2814
2019-08-14 2019-06-30 13F JPMORGAN CHASE Common Stock 46625H100 1,156,845 658,737 132.25 129,333 156.50 0.2097
2019-08-28 2019-03-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 498,108 -306,937 -38.13 50,422 -35.84 0.0825
2019-05-13 2019-03-31 13F JPMORGAN CHASE Common Stock 46625H100 498,108 -307,860 50,422
2019-08-28 2018-12-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 805,045 -222,136 -21.63 78,587 -32.20 0.1447
2019-02-13 2018-12-31 13F JPMORGAN CHASE Common Stock 46625H100 805,968 -222,672 78,677
2019-08-30 2018-09-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 1,027,181 24,982 2.49 115,906 10.99 0.1875
2018-11-13 2018-09-30 13F JPMORGAN CHASE Common Stock 46625H100 1,028,640 26,441 116,070
2019-08-30 2018-06-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 1,002,199 -1,188 -0.12 104,428 -5.36 0.1814
2018-08-13 2018-06-30 13F JPMORGAN CHASE Common Stock 46625H100 1,003,658 271 104,580
2019-08-28 2018-03-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 1,003,387 35,520 3.67 110,341 6.61 0.1883
2018-05-14 2018-03-31 13F JPMORGAN CHASE Common Stock 46625H100 1,004,846 35,293 110,501
2019-08-28 2017-12-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 967,867 -11,527 -1.18 103,502 10.65 0.1771
2018-02-13 2017-12-31 13F JPMORGAN CHASE Common Stock 46625H100 969,553 -9,841 103,682
2019-08-19 2017-09-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 979,394 14,254 1.48 93,541 6.04 0.1692
2017-11-13 2017-09-30 13F JPMORGAN CHASE Common Stock 46625H100 979,393 19,145 93,541
2019-08-19 2017-06-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 965,140 -199,612 -17.14 88,212 -13.78 0.1659
2017-08-11 2017-06-30 13F JPMORGAN CHASE Common Stock 46625H100 960,248 -204,504 87,765
2019-08-13 2017-03-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 1,164,752 582,252 99.96 102,310 103.55 0.1931
2017-05-12 2017-03-31 13F JPMORGAN CHASE Common Stock 46625H100 1,166,438 583,939 102,458
2019-07-30 2016-12-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 582,500 94,450 19.35 50,263 54.66 0.1025
2017-02-13 2016-12-31 13F JPMORGAN CHASE Common Stock 46625H100 582,499 94,566 50,263
2019-08-07 2016-09-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 488,050 -63,523 -11.52 32,498 -5.18 0.0646
2016-11-14 2016-09-30 13F JPMORGAN CHASE Common Stock 46625H100 487,933 -63,523 32,490
2019-07-29 2016-06-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 551,573 124,361 29.11 34,274 35.48 0.0723
2016-08-15 2016-06-30 13F JPMORGAN CHASE Common Stock 46625H100 551,456 124,244 34,266
2019-07-25 2016-03-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 427,212 -76,332 -15.16 25,298 -23.91 0.0552
2016-05-12 2016-03-31 13F JPMORGAN CHASE Common Stock 46625H100 427,096 -76,448 25,291
2019-07-24 2015-12-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 503,544 -20,374 -3.89 33,248 4.09 0.0761
2016-02-12 2015-12-31 13F JPMORGAN CHASE Common Stock 46625H100 503,528 -20,390 33,247
2019-07-15 2015-09-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 523,918 -237,495 -31.19 31,942 -38.09 0.0764
2015-11-13 2015-09-30 13F JPMORGAN CHASE Common Stock 46625H100 523,918 -237,495 31,942
2019-07-08 2015-06-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 761,413 -46,017 -5.70 51,592 5.48 0.1082
2015-08-13 2015-06-30 13F JPMORGAN CHASE Common Stock 46625H100 761,413 -46,017 51,592
2015-06-09 2015-03-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 807,430 83,324 11.51 48,913 7.94 0.1054
2015-05-15 2015-03-31 13F JPMORGAN CHASE Common Stock 46625H100 1,614,860 97,827
2019-08-29 2014-12-31 13F/A-3 JPMORGAN CHASE Common Stock 46625H100 724,106 -45,338 -5.89 45,314 -2.23 0.0968
2015-05-20 2014-12-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 1,406,816 682,710 88,037 0.1695
2015-06-09 2014-12-31 13F/A-2 JPMORGAN CHASE Common Stock 46625H100 724,106 -682,710 45,314 0.1034
2015-02-12 2014-12-31 13F JPMORGAN CHASE Common Stock 46625H100 724,106 45,314
2014-11-07 2014-09-30 13F JPMORGAN CHASE Common Stock 46625H100 769,444 -21,715 -2.74 46,349 1.68 0.0995
2014-08-12 2014-06-30 13F JPMORGAN CHASE Common Stock 46625H100 791,159 6,094 0.78 45,584 -4.35 0.0953
2014-05-12 2014-03-31 13F JPMORGAN CHASE Common Stock 46625H100 785,065 17,111 2.23 47,659 6.12 0.1065
2014-02-14 2013-12-31 13F JPMORGAN CHASE Common Stock 46625H100 767,954 -26,367 -3.32 44,909 9.38 0.0997
2014-01-13 2013-09-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 794,321 5,193 0.66 41,057 -1.44 0.0974
2013-11-13 2013-09-30 13F JPMORGAN CHASE Common Stock 46625H100 796,346 41,162
2013-08-13 2013-06-30 13F JPMORGAN CHASE Common Stock 46625H100 789,128 789,128 41,656 0.0987
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.