JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRiverFront Investment Group, LLC
Latest Disclosed Ownership190,896 shares
Latest Disclosed Value $ 56,154,053
RiverFront Investment Group, LLC reports 27.82% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - RiverFront Investment Group, LLC filed a 13F-HR form disclosing ownership of 190,896 shares of JPMorgan Chase & Co. (MX:JPM) valued at $56,154,053 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 264,469 shares of JPMorgan Chase & Co.. This represents a change in shares of -27.82% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COMMON 46625H100 190,896 -73,573 -27.82 56,154 -34.10 0.8687
2026-02-05 2025-12-31 13F JPMORGAN CHASE COMMON 46625H100 264,469 27,930 11.81 85,217 14.27 1.4054
2025-11-13 2025-09-30 13F JPMORGAN CHASE COMMON 46625H100 236,539 13,002 5.82 74,576 15.08 1.3095
2025-08-12 2025-06-30 13F JPMORGAN CHASE COMMON 46625H100 223,537 58,354 35.33 64,806 59.94 1.2650
2025-05-14 2025-03-31 13F JPMORGAN CHASE COMMON 46625H100 165,183 11,672 7.60 40,520 10.11 0.9020
2025-02-12 2024-12-31 13F JPMORGAN CHASE COMMON 46625H100 153,511 9,597 6.67 36,798 21.27 0.8376
2024-11-08 2024-09-30 13F JPMORGAN CHASE COMMON 46625H100 143,914 19,401 15.58 30,346 20.49 0.7141
2024-08-28 2024-06-30 13F/A-1 JPMORGAN CHASE COMMON 46625H100 124,513 63,571 104.31 25,184 106.32 0.6718
2024-08-05 2024-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 124,513 63,571 25 0.6720
2024-08-28 2024-03-31 13F/A-1 JPMORGAN CHASE COMMON 46625H100 60,942 6,509 11.96 12,207 31.83 0.3439
2024-05-02 2024-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 60,955 6,534 12 0.3439
2024-08-28 2023-12-31 13F/A-1 JPMORGAN CHASE COMMON 46625H100 54,433 3,785 7.47 9,259 26.06 0.2903
2024-02-05 2023-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 54,421 3,773 9 0.2902
2024-08-28 2023-09-30 13F/A-1 JPMORGAN CHASE COMMON 46625H100 50,648 4,688 10.20 7,345 9.89 0.2604
2023-11-07 2023-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 50,648 4,688 7 0.2603
2024-08-28 2023-06-30 13F/A-1 JPMORGAN CHASE COMMON 46625H100 45,960 44,115 2,391.06 6,684 2,685.00 0.2178
2023-08-01 2023-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 45,960 44,115 7 0.2178
2023-05-15 2023-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,845 0 0.00 240 -2.83 0.0085
2023-02-24 2022-12-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 1,845 1,845 247 0.0562
2023-02-15 2022-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,845 1,845 247 0.0565
2022-08-12 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 0 -1,500 -100.00 0 -100.00
2022-05-05 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,500 0 0.00 204 -14.29 0.0065
2022-02-10 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,500 0 0.00 238 -3.25 0.0074
2021-11-02 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,500 0 0.00 246 5.58 0.0082
2021-08-09 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,500 1,500 233 0.0047
2013-09-17 2012-06-30 13F/A-1 JP MORGAN CHASE & CO COM COM 46625H100 0 -617,334 -100.00 0 -100.00
2013-09-17 2012-03-31 13F/A-1 JP MORGAN CHASE & CO COM COM 46625H100 617,334 435,588 239.67 28,384 249.00 1.0253
2013-09-05 2010-03-31 13F/A-1 JP MORGAN CHASE & CO COM COM 46625H100 181,746 19,284 11.87 8,133 20.13 0.5330
2013-09-05 2009-12-31 13F/A-1 JP MORGAN CHASE & CO COM COM 46625H100 162,462 -36,489 -18.34 6,770 -22.34 0.5202
2013-08-29 2009-09-30 13F/A-1 JP MORGAN CHASE & CO COM COM 46625H100 198,951 198,951 8,718 0.8138
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.