JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNorthwestern Mutual Wealth Management Co
Latest Disclosed Ownership1,137,453 shares
Latest Disclosed Value $ 334,593,249
Northwestern Mutual Wealth Management Co reports 1.72% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Northwestern Mutual Wealth Management Co filed a 13F-HR form disclosing ownership of 1,137,453 shares of JPMorgan Chase & Co. (MX:JPM) valued at $334,593,249 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 1,118,266 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.72% 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 1,137,453 19,187 1.72 334,593 -7.14 0.2060
2026-02-10 2025-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,118,266 16,508 1.50 360,328 3.68 0.2279
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 86,529 -1,015,229 4,751 0.0030
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,101,758 -497 -0.05 347,527 8.75 0.2317
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,102,255 34,949 3.27 319,555 22.06 0.2329
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,067,306 39,142 3.81 261,810 6.23 0.2141
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,028,164 34,510 3.47 246,461 17.63 0.2080
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 993,654 17,034 1.74 209,522 6.07 0.1862
2024-08-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 976,620 11,300 1.17 197,537 2.16 0.1949
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 965,320 -12,368 -1.27 193,358 16.27 0.1987
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 977,688 11,540 1.19 166,305 18.69 0.1875
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 966,148 42,462 4.60 140,113 4.30 0.1822
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 923,686 1,084 0.12 134,341 11.74 0.1736
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 922,602 27,689 3.09 120,224 0.18 0.1678
2023-02-21 2022-12-31 13F JPMORGAN CHASE COM 46625H100 894,913 -21,359 -2.33 120,008 25.33 0.1817
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 916,272 53,463 6.20 95,751 -1.45 0.1670
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 862,809 39,652 4.82 97,161 -13.41 0.1669
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 823,157 48,058 6.20 112,213 -8.58 0.1799
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 775,099 30,599 4.11 122,738 0.71 0.2005
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 744,500 29,625 4.14 121,868 9.60 0.2228
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 714,875 61,290 9.38 111,193 11.76 0.2112
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 653,585 36,753 5.96 99,494 26.94 0.2113
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 616,832 19,188 3.21 78,381 36.23 0.1811
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 597,644 39,807 7.14 57,535 9.65 0.1548
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 557,837 23,401 4.38 52,470 9.05 0.1619
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 534,436 17,276 3.34 48,115 -33.26 0.1858
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 517,160 -11,377 -2.15 72,093 15.90 0.2457
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 528,537 -9,851 -1.83 62,203 3.34 0.2363
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 538,388 6,487 1.22 60,192 11.79 0.2419
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 531,901 55,269 11.60 53,845 15.73 0.2357
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 476,632 7,290 1.55 46,528 -12.15 0.2330
2018-11-01 2018-09-30 13F JPMORGAN CHASE COM 46625H100 469,342 5,515 1.19 52,960 9.58 0.2672
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 463,827 -4,952 -1.06 48,329 -6.25 0.2707
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 468,779 34,387 7.92 51,551 10.97 0.3128
2018-01-31 2017-12-31 13F JPMORGAN CHASE COM 46625H100 434,392 -2,495 -0.57 46,454 11.33 0.2960
2017-11-07 2017-09-30 13F JPMORGAN CHASE COM 46625H100 436,887 8,395 1.96 41,728 6.55 0.2985
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 428,492 62,882 17.20 39,164 21.95 0.3145
2017-05-09 2017-03-31 13F JPMORGAN CHASE COM 46625H100 365,610 -7,996 -2.14 32,116 -0.38 0.2921
2017-02-15 2016-12-31 13F JPMORGAN CHASE COM 46625H100 373,606 202,307 118.10 32,238 182.62 0.3498
2017-02-23 2016-09-30 13F/A-2 JPMORGAN CHASE COM 46625H100 171,299 -22,456 -11.59 11,407 -5.27 0.7526
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 183,953 12,248
2016-08-29 2016-06-30 13F JPMORGAN CHASE COM 46625H100 193,755 4,558 2.41 12,041 7.46 0.1725
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 189,197 12,138 6.86 11,205 -4.16 0.1815
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 177,059 6,258 3.66 11,691 12.27 0.2333
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 170,801 20,056 13.30 10,413 1.95 0.2480
2015-09-30 2015-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 150,745 6,522 4.52 10,214 16.91 0.2649
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 128,091 7,782
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 144,223 -3,432 -2.32 8,737 -5.44 0.2444
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 147,655 -40,055 -21.34 9,240 -18.29 0.2852
2015-02-13 2014-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 500 0 10 0.0003
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 187,710 -14,555 -7.20 11,308 -2.97 0.3954
2014-11-14 2014-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 500 -201,765 10 0.0003
2014-08-05 2014-06-30 13F JPMORGAN CHASE COM 46625H100 202,265 -5,192 -2.50 11,654 -7.46 0.4548
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 207,457 -55,571 -21.13 12,594 -18.13 0.5268
2014-02-14 2013-12-31 13F JPMORGAN CHASE & COM 46625H100 263,028 7,420 2.90 15,382 16.42 0.6990
2013-11-14 2013-09-30 13F JPMORGAN CHASE & COM 46625H100 255,608 115,886 82.94 13,212 79.12 0.6948
2013-08-21 2013-06-30 13F/A-1 JPMORGAN CHASE & COM 46625H100 139,722 139,722 7,376 0.4409
2013-08-14 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 1,539,935 81,293 0.8938
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.