JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMadison Asset Management, LLC
Latest Disclosed Ownership142,142 shares
Latest Disclosed Value $ 41,812,491
Madison Asset Management, LLC reports 3.10% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Madison Asset Management, LLC filed a 13F-HR form disclosing ownership of 142,142 shares of JPMorgan Chase & Co. (MX:JPM) valued at $41,812,491 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 137,868 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.10% 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)
2026-05-07 2026-03-31 13F JPMorgan Chase COM 46625H100 142,142 4,274 3.10 41,812 -5.88 0.5185
2026-02-04 2025-12-31 13F JPMorgan Chase COM 46625H100 137,868 5,285 3.99 44,424 6.22 0.5108
2025-11-06 2025-09-30 13F JPMorgan Chase COM 46625H100 132,583 -10,637 -7.43 41,821 0.72 0.4612
2025-08-11 2025-06-30 13F JPMorgan Chase COM 46625H100 143,220 -10,434 -6.79 41,521 10.16 0.4484
2025-05-06 2025-03-31 13F JPMorgan Chase COM 46625H100 153,654 -5,353 -3.37 37,691 -1.11 0.4199
2025-02-10 2024-12-31 13F JPMorgan Chase COM 46625H100 159,007 -2,926 -1.81 38,116 11.63 0.4299
2024-11-12 2024-09-30 13F JPMorgan Chase COM 46625H100 161,933 -14,232 -8.08 34,145 -4.17 0.3839
2024-08-09 2024-06-30 13F JPMorgan Chase COM 46625H100 176,165 -11,703 -6.23 35,631 -5.31 0.4410
2024-05-09 2024-03-31 13F JPMorgan Chase COM 46625H100 187,868 -23,770 -11.23 37,630 4.53 0.4628
2024-02-12 2023-12-31 13F JPMorgan Chase COM 46625H100 211,638 -44,240 -17.29 36,000 -2.99 0.4878
2023-11-13 2023-09-30 13F JPMorgan Chase COM 46625H100 255,878 -63,452 -19.87 37,107 -20.10 0.5446
2023-08-01 2023-06-30 13F JPMorgan Chase COM 46625H100 319,330 -1,589 -0.50 46,443 11.06 0.6776
2023-04-26 2023-03-31 13F JPMorgan Chase COM 46625H100 320,919 -86,406 -21.21 41,819 77,340.74 0.6352
2023-02-08 2022-12-31 13F JPMorgan Chase COM 46625H100 407,325 6,923 1.73 55 -99.87 0.8570
2022-11-10 2022-09-30 13F JPMorgan Chase COM 46625H100 400,402 81,152 25.42 41,842 16.39 0.7054
2022-08-09 2022-06-30 13F JPMorgan Chase COM 46625H100 319,250 1,707 0.54 35,951 -16.95 0.5612
2022-05-12 2022-03-31 13F JPMorgan Chase COM 46625H100 317,543 -3,078 -0.96 43,287 -14.74 0.6192
2022-02-15 2021-12-31 13F JPMorgan Chase COM 46625H100 320,621 3,737 1.18 50,770 -2.12 0.6658
2021-11-12 2021-09-30 13F JPMorgan Chase COM 46625H100 316,884 -9,796 -3.00 51,871 2.08 0.7138
2021-08-09 2021-06-30 13F JPMorgan Chase COM 46625H100 326,680 19,162 6.23 50,812 8.54 0.6855
2021-05-11 2021-03-31 13F JPMorgan Chase COM 46625H100 307,518 -38,295 -11.07 46,813 6.53 0.6530
2021-02-12 2020-12-31 13F JPMorgan Chase COM 46625H100 345,813 6,711 1.98 43,942 34.61 0.6458
2020-11-12 2020-09-30 13F JPMorgan Chase COM 46625H100 339,102 -128 -0.04 32,645 2.31 0.5454
2020-08-13 2020-06-30 13F JPMorgan Chase COM 46625H100 339,230 -79,568 -19.00 31,908 -15.37 0.5597
2020-05-12 2020-03-31 13F JPMorgan Chase COM 46625H100 418,798 1,667 0.40 37,704 -35.16 0.7745
2020-02-12 2019-12-31 13F JPMorgan Chase COM 46625H100 417,131 417,131 58,148 0.8929
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.