JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLockheed Martin Investment Management Co
Latest Disclosed Ownership102,170 shares
Latest Disclosed Value $ 30,054,327
Lockheed Martin Investment Management Co reports 56.76% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Lockheed Martin Investment Management Co filed a 13F-HR form disclosing ownership of 102,170 shares of JPMorgan Chase & Co. (MX:JPM) valued at $30,054,327 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 236,270 shares of JPMorgan Chase & Co.. This represents a change in shares of -56.76% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 102,170 -134,100 -56.76 30,054 -60.52 1.1000
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 236,270 -20,180 -7.87 76,131 -5.89 2.5424
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 256,450 -9,570 -3.60 80,892 4.89 2.9792
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 266,020 -64,990 -19.63 77,122 -5.02 2.8188
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 331,010 -12,520 -3.64 81,197 -1.40 3.3041
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 343,530 57,130 19.95 82,348 36.36 3.2803
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 286,400 162,210 130.61 60,390 140.43 2.7963
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 124,190 85,450 220.57 25,119 256.99 1.4542
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 38,740 21,990 131.28 7,036 172.92 0.5107
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 16,750 -64,020 -79.26 2,578 -77.32 0.1847
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 80,770 -13,600 -14.41 11,368 -17.18 0.8725
2023-08-14 2023-06-30 13F JPMorgan Chase Common Equities 46625H100 94,370 -77,890 -45.22 13,725 -38.86 0.7877
2023-05-11 2023-03-31 13F JPMorgan Chase Common Equities 46625H100 172,260 -72,350 -29.58 22,447 -31.57 1.2716
2023-02-14 2022-12-31 13F/A-1 JPMorgan Chase Common Equities 46625H100 244,610 9,050 3.84 32,802 33.25 2.1779
2023-02-08 2022-12-31 13F JPMorgan Chase Common Equities 46625H100 244,610 9,050 33 2.1779
2022-11-03 2022-09-30 13F JPMorgan Chase Common Equities 46625H100 235,560 94,900 67.47 24,616 55.41 1.9799
2022-08-12 2022-06-30 13F JPMorgan Chase Common Equities 46625H100 140,660 -3,020 -2.10 15,839 -19.13 1.0760
2022-05-12 2022-03-31 13F JPMorgan Chase Common Equities 46625H100 143,680 24,860 20.92 19,586 4.10 1.0782
2022-02-10 2021-12-31 13F JPMorgan Chase Common Equities 46625H100 118,820 29,000 32.29 18,815 27.98 1.0071
2021-11-12 2021-09-30 13F JPMorgan Chase Common Equities 46625H100 89,820 -44,402 -33.08 14,702 -29.57 0.7969
2021-08-06 2021-06-30 13F JPMorgan Chase Common Equities 46625H100 134,222 54,460 68.28 20,876 71.93 1.0916
2021-05-12 2021-03-31 13F JPMorgan Chase Common Equities 46625H100 79,762 -5,830 -6.81 12,142 11.64 0.6210
2021-02-12 2020-12-31 13F/A-1 JPMorgan Chase Common Equities 46625H100 85,592 -9,400 -9.90 10,876 18.94 0.5626
2021-02-12 2020-12-31 13F JPMorgan Chase Common Equities 46625H100 85,592 10,876 0.5626
2020-11-13 2020-09-30 13F JPMorgan Chase Common Equities 46625H100 94,992 9,540 11.16 9,144 13.77 0.5667
2020-07-31 2020-06-30 13F JPMorgan Chase Common Equities 46625H100 85,452 -62,700 -42.32 8,037 -39.74 0.5309
2020-04-23 2020-03-31 13F JPMorgan Chase Common Equities 46625H100 148,152 0 0.00 13,338 -35.42 0.9098
2020-02-10 2019-12-31 13F JPMorgan Chase Common Equities 46625H100 148,152 75,292 103.34 20,652 140.87 1.0909
2019-11-14 2019-09-30 13F JPMorgan Chase Common Equities 46625H100 72,860 -88,440 -54.83 8,574 -52.45 0.5444
2019-08-14 2019-06-30 13F JPMorgan Chase Common Equities 46625H100 161,300 48,100 42.49 18,033 57.37 0.8178
2019-05-10 2019-03-31 13F JPMorgan Chase Common Equities 46625H100 113,200 113,200 11,459 0.5242
2018-08-14 2018-06-30 13F JP MORGAN COM 46625H100 0 -67,800 -100.00 0 -100.00
2018-04-26 2018-03-31 13F JP MORGAN COM 46625H100 67,800 -13,400 -16.50 7,456 -14.14 0.3088
2018-01-18 2017-12-31 13F JP MORGAN COM 46625H100 81,200 23,200 40.00 8,684 56.75 0.4000
2017-11-06 2017-09-30 13F JP MORGAN COM 46625H100 58,000 0 0.00 5,540 4.51 0.2933
2017-07-27 2017-06-30 13F JP MORGAN COM 46625H100 58,000 0 0.00 5,301 4.04 0.2907
2017-05-09 2017-03-31 13F JP MORGAN COM 46625H100 58,000 0 0.00 5,095 1.80 0.2898
2017-02-13 2016-12-31 13F JP MORGAN COM 46625H100 58,000 0 0.00 5,005 29.60 0.4187
2016-11-02 2016-09-30 13F JP MORGAN COM 46625H100 58,000 -95,400 -62.19 3,862 -59.48 0.3349
2016-08-10 2016-06-30 13F JP MORGAN COM 46625H100 153,400 51,500 50.54 9,532 57.95 0.9442
2016-04-29 2016-03-31 13F JP MORGAN COM 46625H100 101,900 -27,000 -20.95 6,035 -29.09 0.5817
2016-02-11 2015-12-31 13F JP MORGAN COM 46625H100 128,900 0 0.00 8,511 8.30 0.8012
2015-11-12 2015-09-30 13F JP MORGAN COM 46625H100 128,900 -166,400 -56.35 7,859 -60.72 0.8841
2015-08-10 2015-06-30 13F JP MORGAN COM 46625H100 295,300 172,500 140.47 20,010 168.99 0.9908
2015-05-08 2015-03-31 13F JP MORGAN COM 46625H100 122,800 20,800 20.39 7,439 16.54 0.3607
2015-02-12 2014-12-31 13F JP MORGAN COM 46625H100 102,000 -20,000 -16.39 6,383 -13.14 0.2720
2014-11-12 2014-09-30 13F JP MORGAN COM 46625H100 122,000 -62,000 -33.70 7,349 -30.68 0.3335
2014-08-07 2014-06-30 13F JP MORGAN COM 46625H100 184,000 -70,000 -27.56 10,602 -31.25 0.4828
2014-05-01 2014-03-31 13F JP MORGAN COM 46625H100 254,000 -190,000 -42.79 15,420 -40.61 0.7903
2014-02-10 2013-12-31 13F JP MORGAN COM 46625H100 444,000 232,000 109.43 25,965 136.95 1.4452
2013-11-04 2013-09-30 13F JP MORGAN COM 46625H100 212,000 100,000 89.29 10,958 85.35 0.6217
2013-08-08 2013-06-30 13F JP MORGAN COM 46625H100 112,000 112,000 5,912 0.3605
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.