JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRenaissance Group Llc
Latest Disclosed Ownership2,911 shares
Latest Disclosed Value $ 856,300
Renaissance Group Llc reports 8.77% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Renaissance Group Llc filed a 13F-HR form disclosing ownership of 2,911 shares of JPMorgan Chase & Co. (MX:JPM) valued at $856,300 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,191 shares of JPMorgan Chase & Co.. This represents a change in shares of -8.77% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,911 -280 -8.77 856 -16.73 0.0358
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,191 16 0.50 1,028 2.70 0.0413
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,175 -565 -15.11 1,001 -7.66 0.0378
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,740 -761 -16.91 1,084 -1.81 0.0422
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,501 -349 -7.20 1,104 -4.99 0.0487
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,850 -211 -4.17 1,163 8.90 0.0482
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,061 -216 -4.09 1,067 0.00 0.0439
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,277 -18 -0.34 1,067 0.66 0.0416
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,295 -119 -2.20 1,061 14.97 0.0401
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,414 -1,135 -17.33 922 -2.85 0.0382
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,549 -69 -1.04 950 -1.35 0.0434
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,618 -216 -3.16 963 8.09 0.0416
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,834 -764 -10.06 891 -12.57 0.0408
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,598 -148 -1.91 1,019 25.83 0.0500
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,746 -197 -2.48 809 -9.51 0.0435
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,943 139 1.78 894 -15.98 0.0461
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,804 144 1.88 1,064 -12.28 0.0479
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,660 141 1.88 1,213 -1.46 0.0494
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,519 -223 -2.88 1,231 2.24 0.0531
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,742 -694 -8.23 1,204 -6.23 0.0504
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 8,436 375 4.65 1,284 25.39 0.0543
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,061 555 7.39 1,024 41.63 0.0440
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,506 -919 -10.91 723 -8.71 0.0334
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,425 907 12.06 792 16.99 0.0378
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,518 -2,289 -23.34 677 -50.48 0.0376
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 9,807 138 1.43 1,367 20.12 0.0562
2019-10-31 2019-09-30 13F JPMORGAN CHASE COM 46625H100 9,669 -612 -5.95 1,138 -0.96 0.0481
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 10,281 -2,227 -17.80 1,149 -9.24 0.0466
2019-04-30 2019-03-31 13F JPMORGAN CHASE COM 46625H100 12,508 121 0.98 1,266 4.71 0.0505
2019-02-04 2018-12-31 13F JPMORGAN CHASE COM 46625H100 12,387 -12,159 -49.54 1,209 -56.35 0.0555
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 24,546 -1,098 -4.28 2,770 3.67 0.0970
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 25,644 -748 -2.83 2,672 -7.93 0.0949
2018-04-30 2018-03-31 13F JPMORGAN CHASE COM 46625H100 26,392 -1,730 -6.15 2,902 -3.49 0.0989
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 28,122 -466 -1.63 3,007 10.15 0.1016
2017-11-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 28,588 -3,095 -9.77 2,730 -5.73 0.0938
2017-08-08 2017-06-30 13F JPMORGAN CHASE COM 46625H100 31,683 -178 -0.56 2,896 3.47 0.1063
2017-05-03 2017-03-31 13F JPMORGAN CHASE COM 46625H100 31,861 -271 -0.84 2,799 0.94 0.1054
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 32,132 -2,320 -6.73 2,773 20.88 0.1124
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 34,452 -136 -0.39 2,294 6.75 0.0926
2016-11-21 2016-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 34,588 34,588 0.00 2,149 0.0902
2016-08-10 2016-06-30 13F JPMORGAN CHASE COM 46625H100 34,700 2,156
2016-05-03 2016-03-31 13F JPMORGAN CHASE COM 46625H100 0 -3,181 -100.00 0 -100.00
2016-02-08 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,181 3,181 0.00 210 0.0082
2015-11-05 2015-09-30 13F JPMORGAN CHASE COM 46625H100 0 -3,177 -100.00 0 -100.00
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 3,177 -36,574 -92.01 215 -91.09 0.0082
2014-05-06 2014-03-31 13F J P MORGAN CHASE COM 46625H100 39,751 -584 -1.45 2,413 2.29 0.0955
2014-02-12 2013-12-31 13F J P MORGAN CHASE COM 46625H100 40,335 -492 -1.21 2,359 11.80 0.0951
2013-11-12 2013-09-30 13F J P MORGAN CHASE COM 46625H100 40,827 40,827 2,110 0.0895
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.