JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership4,961,596 shares
Latest Disclosed Value $ 1,459,503,200
Principal Financial Group Inc reports 3.36% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 4,961,596 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,459,503,200 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 5,134,283 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.36% 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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,961,596 -172,687 -3.36 1,459,503 -11.78 0.7795
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,134,283 -167,504 -3.16 1,654,369 -1.07 0.8446
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,301,787 -23,307 -0.44 1,672,341 8.33 0.8435
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,325,094 -93,404 -1.72 1,543,798 16.15 0.8160
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,418,498 -160,088 -2.87 1,329,158 -0.60 0.7458
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,578,586 -245,703 -4.22 1,337,243 8.89 0.7290
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,824,289 182,648 3.24 1,228,110 7.63 0.6765
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,641,641 -247,227 -4.20 1,141,078 -3.26 0.6776
2024-04-29 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,888,868 -210,399 -3.45 1,179,540 13.69 0.6933
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,099,267 -54,423 -0.88 1,037,485 16.26 0.6615
2023-11-02 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,153,690 -34,210 -0.55 892,408 -0.84 0.6412
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,187,900 -107,678 -1.71 899,968 9.70 0.6150
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,295,578 345,383 5.80 820,377 2.81 0.5865
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,950,195 -373,577 -5.91 797,921 20.74 0.6008
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,323,772 -151,715 -2.34 660,834 -9.38 0.5252
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,475,487 6,316,887 3,982.90 729,204 3,272.82 0.5395
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 158,600 -5,734,989 -97.31 21,620 -97.68 0.0086
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,328,952 862,762
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,893,589 -299,678 -4.84 933,334 -7.93 0.5571
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,193,267 -72,276 -1.15 1,013,776 4.03 0.6611
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,265,543 -442,825 -6.60 974,542 -4.57 0.6297
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,708,368 -571,681 -7.85 1,021,215 10.39 0.7206
2021-02-23 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 7,280,049 151,642 2.13 925,075 34.80 0.6852
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,090,172 961,765 1,028,018 404,438.1240
2020-11-06 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,128,407 -289,928 -3.91 686,251 -1.65 0.5775
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 7,418,335 85,840 1.17 697,769 5.70 0.6187
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,332,495 -91,833 -1.24 660,145 -36.21 0.7307
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,424,328 -296,265 -3.84 1,034,951 13.90 0.8624
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,720,593 -93,068 -1.19 908,637 4.01 0.8012
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,813,661 -108,673 -1.37 873,568 8.93 0.7855
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,922,334 -216,226 -2.66 801,977 0.94 0.7471
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 8,138,560 -488,306 -5.66 794,487 -18.38 0.8467
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 8,626,866 -238,624 -2.69 973,456 5.38 0.8579
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 8,865,490 -160,264 -1.78 923,785 -6.93 0.8491
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 9,025,754 -256,837 -2.77 992,562 -0.01 0.9539
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 9,282,591 -254,670 -2.67 992,681 8.98 0.9140
2017-11-02 2017-09-30 13F JPMORGAN CHASE COM 46625H100 9,537,261 -1,235,632 -11.47 910,904 -7.49 0.8834
2017-08-08 2017-06-30 13F JPMORGAN CHASE COM 46625H100 10,772,893 2,296,713 27.10 984,642 32.25 0.9868
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 8,476,180 38,234 0.45 744,548 2.26 0.8960
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 8,437,946 -608,363 -6.72 728,110 20.87 0.9236
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 9,046,309 -77,567 -0.85 602,394 6.25 0.7956
2016-08-09 2016-06-30 13F JPMORGAN CHASE COM 46625H100 9,123,876 614,985 7.23 566,957 12.51 0.7909
2016-05-10 2016-03-31 13F JPMORGAN CHASE COM 46625H100 8,508,891 28,429 0.34 503,896 -10.01 0.7316
2016-02-09 2015-12-31 13F JPMORGAN CHASE COM 46625H100 8,480,462 240,151 2.91 559,965 11.46 0.8320
2015-11-12 2015-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 8,240,311 -287,287 -3.37 502,413 -13.05 0.7894
2015-11-09 2015-09-30 13F JPMORGAN CHASE COM 46625H100 8,240,311 502,413
2015-08-10 2015-06-30 13F JPMORGAN CHASE COM 46625H100 8,527,598 -189,473 -2.17 577,830 9.42 0.8617
2015-05-14 2015-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,717,071 1,456,286 20.06 528,078 16.22 0.7867
2015-05-12 2015-03-31 13F JPMORGAN CHASE COM 46625H100 8,717,071 528,081
2015-02-12 2014-12-31 13F JPMORGAN CHASE COM 46625H100 7,260,785 1,550,533 27.15 454,380 32.09 0.7059
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 5,710,252 71,267 1.26 343,986 5.87 0.5836
2014-08-12 2014-06-30 13F JPMORGAN CHASE COM 46625H100 5,638,985 -1,277,379 -18.47 324,918 -22.62 0.5464
2014-05-13 2014-03-31 13F JPMORGAN CHASE COM 46625H100 6,916,364 -317,909 -4.39 419,893 -0.75 0.7490
2014-02-12 2013-12-31 13F JPMORGAN CHASE & COM 46625H100 7,234,273 -938,609 -11.48 423,060 0.14 0.7896
2013-11-05 2013-09-30 13F JPMORGAN CHASE & COM 46625H100 8,172,882 -661,988 -7.49 422,457 -9.42 0.8726
2013-08-12 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 8,834,870 8,834,870 466,393 1.0330
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.