JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionOak Associates Ltd /oh/
Latest Disclosed Ownership107,153 shares
Latest Disclosed Value $ 31,520,126
Oak Associates Ltd /oh/ reports 13.09% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Oak Associates Ltd /oh/ filed a 13F-HR form disclosing ownership of 107,153 shares of JPMorgan Chase & Co. (MX:JPM) valued at $31,520,126 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 123,286 shares of JPMorgan Chase & Co.. This represents a change in shares of -13.09% 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)
2026-05-14 2026-03-31 13F JPMorgan Chase COM 46625H100 107,153 -16,133 -13.09 31,520 -20.65 2.1209
2026-02-12 2025-12-31 13F JPMorgan Chase COM 46625H100 123,286 977 0.80 39,725 104,439.47 2.3877
2025-11-12 2025-09-30 13F JPMorgan Chase COM 46625H100 122,309 -3,329 -2.65 39 -99.90 2.3552
2025-08-12 2025-06-30 13F JPMorgan Chase COM 46625H100 125,638 -10,677 -7.83 36,424 8.93 2.3790
2025-05-14 2025-03-31 13F JPMorgan Chase COM 46625H100 136,315 -10,101 -6.90 33,438 -4.73 2.5080
2025-02-13 2024-12-31 13F JPMorgan Chase COM 46625H100 146,416 -7,107 -4.63 35,097 8.42 2.4207
2024-11-12 2024-09-30 13F JPMorgan Chase COM 46625H100 153,523 -1,452 -0.94 32,372 3.27 2.1771
2024-08-08 2024-06-30 13F JPMorgan Chase COM 46625H100 154,975 -49 -0.03 31,345 0.95 2.0790
2024-05-10 2024-03-31 13F JPMorgan Chase COM 46625H100 155,024 1 0.00 31,051 17.76 2.1521
2024-02-14 2023-12-31 13F JPMorgan Chase COM 46625H100 155,023 -1,094 -0.70 26,369 16.47 1.9941
2023-11-13 2023-09-30 13F JPMorgan Chase COM 46625H100 156,117 2,611 1.70 22,640 1.41 1.8840
2023-08-11 2023-06-30 13F JPMorgan Chase COM 46625H100 153,506 -25,070 -14.04 22,326 -4.06 1.7853
2023-05-11 2023-03-31 13F JPMorgan Chase COM 46625H100 178,576 0 0.00 23,270 -2.83 1.9135
2023-02-09 2022-12-31 13F JPMorgan Chase COM 46625H100 178,576 -9,170 -4.88 23,947 22.06 2.0089
2022-11-09 2022-09-30 13F JPMorgan Chase COM 46625H100 187,746 -2,557 -1.34 19,619 -8.45 1.6647
2022-08-12 2022-06-30 13F JPMorgan Chase COM 46625H100 190,303 -18,552 -8.88 21,430 -24.73 1.6754
2022-05-12 2022-03-31 13F JPMorgan Chase COM 46625H100 208,855 -2,890 -1.36 28,471 -15.09 1.7375
2022-02-10 2021-12-31 13F JPMorgan Chase COM 46625H100 211,745 -1,451 -0.68 33,530 -3.92 1.7858
2021-11-12 2021-09-30 13F JPMorgan Chase COM 46625H100 213,196 4 0.00 34,898 5.24 1.9867
2021-08-09 2021-06-30 13F JPMorgan Chase COM 46625H100 213,192 -809 -0.38 33,160 1.79 1.8770
2021-05-13 2021-03-31 13F JPMorgan Chase COM 46625H100 214,001 57,749 36.96 32,577 64.07 1.9269
2021-02-12 2020-12-31 13F JPMorgan Chase COM 46625H100 156,252 139,252 819.13 19,855 1,112.89 1.2001
2020-11-13 2020-09-30 13F JPMorgan Chase COM 46625H100 17,000 0 0.00 1,637 2.38 0.1094
2020-08-11 2020-06-30 13F JPMorgan Chase COM 46625H100 17,000 0 0.00 1,599 4.44 0.1074
2020-05-15 2020-03-31 13F JPMorgan Chase COM 46625H100 17,000 -25 -0.15 1,531 -35.48 0.1256
2020-02-13 2019-12-31 13F JPMorgan Chase COM 46625H100 17,025 25 0.15 2,373 18.59 0.1398
2019-11-12 2019-09-30 13F JPMorgan Chase COM 46625H100 17,000 0 0.00 2,001 5.26 0.1234
2019-08-09 2019-06-30 13F JPMorgan Chase COM 46625H100 17,000 0 0.00 1,901 10.46 0.1185
2019-05-09 2019-03-31 13F JPMorgan Chase COM 46625H100 17,000 -1,150 -6.34 1,721 -2.88 0.1051
2019-02-07 2018-12-31 13F JPMorgan Chase COM 46625H100 18,150 0 0.00 1,772 -13.48 0.1249
2018-11-13 2018-09-30 13F JPMorgan Chase COM 46625H100 18,150 -63,900 -77.88 2,048 -76.05 0.1253
2018-08-14 2018-06-30 13F JPMorgan Chase COM 46625H100 82,050 -90,975 -52.58 8,550 -55.07 0.5723
2018-05-14 2018-03-31 13F JPMorgan Chase COM 46625H100 173,025 -1,506 -0.86 19,028 1.95 1.3271
2018-02-08 2017-12-31 13F JPMorgan Chase COM 46625H100 174,531 -2,008 -1.14 18,664 10.69 1.3233
2017-11-07 2017-09-30 13F JPMorgan Chase COM 46625H100 176,539 -7,400 -4.02 16,861 0.29 1.2422
2017-08-18 2017-06-30 13F JPMorgan Chase COM 46625H100 183,939 -14,895 -7.49 16,812 -3.74 1.2663
2017-05-16 2017-03-31 13F JPMorgan Chase COM 46625H100 198,834 -188,498 -48.67 17,466 -47.74 1.3952
2017-02-08 2016-12-31 13F JPMorgan Chase COM 46625H100 387,332 -116,223 -23.08 33,423 -4.17 3.2978
2016-11-09 2016-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 503,555 50,161 11.06 34,876 23.79 3.5936
2016-08-09 2016-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 453,394 -619 -0.14 28,174 4.79 3.3830
2016-05-19 2016-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 454,013 3,091 0.69 26,887 -9.70 3.2918
2016-02-08 2015-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 450,922 -6,665 -1.46 29,774 6.72 3.5471
2015-11-16 2015-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 457,587 -6,699 -1.44 27,899 -11.32 3.6982
2015-08-11 2015-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 464,286 -3,109 -0.67 31,460 11.11 3.8293
2015-05-11 2015-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 467,395 -1,171 -0.25 28,315 -3.44 3.4056
2015-02-09 2014-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 468,566 -6,369 -1.34 29,323 2.49 3.5077
2014-12-16 2014-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 474,935 -5,079 -1.06 28,610 3.44 3.5259
2014-08-26 2014-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 480,014 -8,089 -1.66 27,658 -6.66 3.3789
2014-06-03 2014-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 488,103 -152,719 -23.83 29,633 -20.93 3.6654
2014-03-04 2013-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 640,822 -72,298 -10.14 37,475 -0.45 4.0534
2013-08-13 2013-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 713,120 713,120 37,646 4.4829
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.