JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPerpetual Ltd
Latest Disclosed Ownership16,097 shares
Latest Disclosed Value $ 4,735,094
Perpetual Ltd reports 15.42% increase in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Perpetual Ltd filed a 13F-HR form disclosing ownership of 16,097 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,735,094 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 13,946 shares of JPMorgan Chase & Co.. This represents a change in shares of 15.42% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 16,097 2,151 15.42 4,735 5.39 0.0357
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 13,946 4,607 49.33 4,494 52.56 0.0650
2025-10-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,339 1,292 16.06 2,946 26.29 0.0366
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,047 -4,083 -33.66 2,333 -21.61 0.0274
2025-04-24 2025-03-31 13F JPMORGAN CHASE COM 46625H100 12,130 1,548 14.63 2,975 17.31 0.0359
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,582 -881 -7.69 2,537 4.92 0.0298
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,463 342 3.08 2,417 7.47 0.0262
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 11,121 -1,783 -13.82 2,249 -12.96 0.0245
2024-04-16 2024-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 12,904 -2,182 -14.46 2,585 0.70 0.0253
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 12,904 -2,182 2,585 0.0160
2024-02-15 2023-12-31 13F JPMORGAN CHASE COM 46625H100 15,086 -4,076 -21.27 2,566 -7.63 0.0265
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 19,162 -236 -1.22 2,779 -1.52 0.0287
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 19,398 -73 -0.37 2,821 11.19 0.0242
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 19,471 4,660 31.46 2,537 77.91 0.0220
2020-12-08 2020-09-30 13F JP MORGAN CHASE & XO COM 46625H100 14,811 0 0.00 1,426 2.37 0.1026
2020-12-08 2020-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 14,811 14,811 1,393 0.1302
2020-11-18 2020-06-30 13F JPMORGAN CHASE COM 46625H100 14,811 14,811 2,939 129,293.7718
2020-12-08 2020-03-31 13F/A-1 JPMorgan Chase COM 46625H100 0 -14,811 -100.00 0 -100.00
2020-02-12 2019-12-31 13F JPMorgan Chase COM 46625H100 14,811 0 0.00 2,061 18.24 0.3060
2019-10-10 2019-09-30 13F JPMorgan Chase COM 46625H100 14,811 0 0.00 1,743 5.25 0.2683
2019-07-30 2019-06-30 13F JPMorgan Chase COM 46625H100 14,811 -6,706 -31.17 1,656 -23.97 0.2637
2019-05-06 2019-03-31 13F JPMORGAN CHASE COM 46625H100 21,517 394 1.87 2,178 6.50 0.3151
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 21,123 -1,027 -4.64 2,045 -18.17 0.3070
2018-10-30 2018-09-30 13F JPMORGAN CHASE COM 46625H100 22,150 0 0.00 2,499 8.09 0.3359
2018-07-23 2018-06-30 13F JPMORGAN CHASE COM 46625H100 22,150 1,325 6.36 2,312 0.96 0.2813
2018-04-18 2018-03-31 13F JPMORGAN CHASE COM 46625H100 20,825 -4,026 -16.20 2,290 -14.71 0.3120
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 24,851 6,065 32.28 2,685 47.12 0.3471
2017-11-01 2017-09-30 13F JPMORGAN CHASE COM 46625H100 18,786 -103,420 -84.63 1,825 -83.66 0.2546
2017-09-26 2017-06-30 13F JPMORGAN CHASE COM 46625H100 122,206 -8,400 -6.43 11,170 -0.82 0.8731
2017-09-26 2017-03-31 13F JPMORGAN CHASE COM 46625H100 130,606 -26,400 -16.81 11,262 -16.87 1.1183
2017-09-26 2016-12-31 13F JPMORGAN CHASE COM 46625H100 157,006 83,870 114.68 13,548 178.19 2.0648
2017-09-26 2016-09-30 13F JPMORGAN CHASE COM 46625H100 73,136 34,361 88.62 4,870 102.16 0.3994
2017-09-26 2016-06-30 13F JPMORGAN CHASE COM 46625H100 38,775 -154,249 -79.91 2,409 -78.93 0.2395
2017-09-26 2016-03-31 13F JPMORGAN CHASE COM 46625H100 193,024 155,749 417.84 11,431 364.49 1.1590
2017-09-26 2015-12-31 13F JPMORGAN CHASE COM 46625H100 37,275 6,700 21.91 2,461 32.03 0.2749
2017-09-26 2015-09-30 13F JPMORGAN CHASE COM 46625H100 30,575 -5,900 -16.18 1,864 -24.60 0.2216
2017-09-26 2015-06-30 13F JPMORGAN CHASE COM 46625H100 36,475 -1,600 -4.20 2,472 7.15 0.2837
2017-09-26 2015-03-31 13F JPMORGAN CHASE COM 46625H100 38,075 -89,521 -70.16 2,307 -71.11 0.2599
2017-09-26 2014-12-31 13F JPMORGAN CHASE COM 46625H100 127,596 -26,770 -17.34 7,985 -14.13 0.9393
2017-09-26 2014-09-30 13F JPMORGAN CHASE COM 46625H100 154,366 -69,789 -31.13 9,299 -28.00 1.0037
2017-09-26 2014-06-30 13F JPMORGAN CHASE COM 46625H100 224,155 -6,420 -2.78 12,916 -7.73 1.1387
2017-09-26 2014-03-31 13F JPMORGAN CHASE COM 46625H100 230,575 -292,519 -55.92 13,998 -54.24 2.0557
2017-09-26 2013-12-31 13F JPMORGAN CHASE COM 46625H100 523,094 252,879 93.58 30,590 119.02 4.0231
2017-09-26 2013-09-30 13F JPMORGAN CHASE COM 46625H100 270,215 -91,355 -25.27 13,967 -26.82 1.9633
2017-09-26 2013-06-30 13F JPMORGAN CHASE COM 46625H100 361,570 -38,540 -9.63 19,087 0.52 2.8694
2017-09-25 2013-03-31 13F JPMORGAN CHASE COM 46625H100 400,110 400,110 18,989 2.7006
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.