JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRenaissance Technologies Llc
ManagerJames Simons
Latest Disclosed Ownership688,350 shares
Latest Disclosed Value $ 202,481,264
Renaissance Technologies Llc reports 32,662.97% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Renaissance Technologies Llc filed a 13F-HR form disclosing ownership of 688,350 shares of JPMorgan Chase & Co. (MX:JPM) valued at $202,481,264 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,101 shares of JPMorgan Chase & Co.. This represents a change in shares of 32,662.97% 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 688,350 686,249 32,662.97 202,481 29,852.81 0.3167
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,101 -66 -3.05 677 -1.02 0.0010
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,167 89 4.28 684 13.27 0.0009
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,078 -23,082 -91.74 603 -90.23 0.0008
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 25,160 23,152 1,152.99 6,173 1,188.52 0.0093
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,008 -252,857 -99.21 480 -99.11 0.0007
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 254,865 254,865 53,742 0.0808
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 0 -310,642 -100.00 0 -100.00
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 310,642 -582,551 -65.22 62 -58.94 0.0978
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 893,193 890,384 31,697.54 152 0.2352
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,809 -3,198,677 -99.91 0 -100.00 0.0005
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,201,486 -730,357 -18.58 334,555 -24.44 0.4733
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,931,843 2,791,457 244.78 442,765 184.82 0.5242
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,140,386 -2,201,100 -65.87 155,457 -70.62 0.1824
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,341,486 3,138,200 1,543.74 529,124 1,490.11 0.6583
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 203,286 -230,900 -53.18 33,276 -50.73 0.0430
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 434,186 434,186 67,533 0.0843
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 0 -2,204,786 -100.00 0 -100.00
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,204,786 538,600 32.33 207,382 38.25 0.1790
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 1,666,186 1,666,186 150,007 0.1457
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 0 -1,064,191 -100.00 0 -100.00
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 1,064,191 -1,901,595 -64.12 125,245 -62.23 0.1060
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,965,786 910,873 44.33 331,575 43.00 0.2919
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,054,913 636,575 44.88 231,876 71.17 0.2384
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 1,418,338 1,418,338 135,465 0.1594
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 0 -602,286 -100.00 0 -100.00
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 602,286 -317,300 -34.50 37,426 -32.96 0.0712
2014-05-14 2014-03-31 13F JPMORGAN CHASE COM 46625H100 919,586 919,586 52.68 55,828 49.17 0.1339
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 0 -900,286 -100.00 0 -100.00
2013-11-13 2013-09-30 13F JPMORGAN CHASE COM 46625H100 900,286 -621,600 -40.84 46,536 -42.08 0.1129
2013-08-12 2013-06-30 13F JPMORGAN CHASE COM 46625H100 1,521,886 1,521,886 80,340 0.2106
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.