JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSchroder Investment Management Group
Latest Disclosed Ownership6,540,446 shares
Latest Disclosed Value $ 1,855,982,362
Schroder Investment Management Group reports 1.11% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Schroder Investment Management Group filed a 13F-HR form disclosing ownership of 6,540,446 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,855,982,362 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,613,948 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.11% 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 6,540,446 -73,502 -1.11 1,855,982 -12.91 0.3015
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,613,948 215,818 3.37 2,131,146 5.51 1.6156
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,398,130 -90,986 -1.40 2,019,826 7.37 1.5803
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,489,116 585,152 9.91 1,881,260 31.21 1.5901
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,903,964 -234,844 -3.83 1,433,778 -2.41 1.4474
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,138,808 390,413 6.79 1,469,140 21.41 1.4076
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,748,395 39,754 0.70 1,210,037 4.80 1.2401
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,708,641 461,494 8.80 1,154,630 9.86 1.2734
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,247,147 142,816 2.80 1,051,004 21.05 1.2362
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,104,331 124,811 2.51 868,247 20.23 1.1255
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,979,520 426,452 9.37 722,130 9.05 1.0744
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,553,068 42,355 0.94 662,198 12.66 0.9499
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,510,713 -1,135,353 -20.11 587,791 -22.37 0.8743
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,646,066 339,850 6.40 757,137 36.54 1.2020
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,306,216 -269,796 -4.84 554,500 -13.75 0.9175
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,576,012 -244,792 -4.21 642,916 -21.41 0.9794
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,820,804 427,338 7.92 818,057 -4.21 1.0806
2022-02-14 2021-12-31 13F JPMorgan Chase COM 46625H100 5,393,466 952,346 21.44 854,055 17.48 1.1154
2021-11-12 2021-09-30 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 4,441,120 -1,200,248 -21.28 726,967 -17.15 1.1180
2021-08-13 2021-06-30 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 5,641,368 509,277 9.92 877,458 12.31 1.0991
2021-05-28 2021-03-31 13F/A-1 JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 5,132,091 -182,733 -3.44 781,259 115,642.07 1.0135
2021-05-17 2021-03-31 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 5,132,091 -182,733 781,259 1.0135
2021-02-24 2020-12-31 13F/A-1 JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 5,314,824 617,847 13.15 675 -99.85 0.9537
2021-02-16 2020-12-31 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 5,314,824 617,847 675 0.9428
2020-11-13 2020-09-30 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 4,696,977 414,502 9.68 459,787 14.14 0.7352
2020-08-13 2020-06-30 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 4,282,475 -472,380 -9.93 402,810 -5.30 0.7306
2020-05-15 2020-03-31 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 4,754,855 -522,310 -9.90 425,368 -42.18 0.9099
2020-02-11 2019-12-31 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 5,277,165 -609,001 -10.35 735,636 6.16 1.1984
2019-11-12 2019-09-30 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 5,886,166 -633,446 -9.72 692,920 -4.94 1.2219
2019-11-14 2019-06-30 13F/A-2 JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 6,519,612 -443,249 -6.37 728,893 3.41 1.3254
2019-08-15 2019-06-30 13F/A-1 JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 6,519,612 0 728,893 0.7819
2019-08-08 2019-06-30 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 6,519,612 -443,249 728,893 781,993.9890
2019-11-15 2019-03-31 13F/A-1 JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 6,962,861 587,158 9.21 704,850 13.25 1.2549
2019-05-14 2019-03-31 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 6,962,861 587,158 704,850 1,144,821.5038
2019-02-14 2018-12-31 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 6,375,703 927,142 17.02 622,396 1.23 1.1260
2018-11-13 2018-09-30 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 5,448,561 -628,192 -10.34 614,817 -3.58 1.0560
2018-08-23 2018-06-30 13F/A-2 JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 6,076,753 -291,830 -4.58 637,634 -8.96 1.1163
2018-08-16 2018-06-30 13F/A-1 JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 6,076,753 0 637,634 1.1163
2018-08-13 2018-06-30 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 6,076,753 -291,830 637,634 1,129,071.2682
2018-05-11 2018-03-31 13F/A-1 JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 6,368,583 -544,617 -7.88 700,353 -5.27 1.2137
2018-05-11 2018-03-31 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 6,368,583 -544,617 700,353 1,213,654.5928
2018-02-09 2017-12-31 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 6,913,200 -428,140 -5.83 739,297 5.58 1.2099
2017-11-09 2017-09-30 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 7,341,340 -796,353 -9.79 700,216 -5.60 1.2166
2017-08-10 2017-06-30 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 8,137,693 135,939 1.70 741,751 4.12 1.3372
2017-05-18 2017-03-31 13F/A-1 JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 8,001,754 -6,174 -0.08 712,396 3.10 1.2803
2017-05-10 2017-03-31 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 8,001,754 -6,174 712,396 1,280,527.4451
2017-02-10 2016-12-31 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 8,007,928 -2,653,924 -24.89 691,005 -2.67 1.3228
2016-11-09 2016-09-30 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 10,661,852 -82,541 -0.77 709,972 6.34 1.3258
2016-08-08 2016-06-30 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 10,744,393 78,223 0.73 667,655 4.83 1.3407
2016-05-10 2016-03-31 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 10,666,170 -592,104 -5.26 636,878 -14.33 1.3166
2016-02-10 2015-12-31 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 11,258,274 -404,192 -3.47 743,385 4.55 1.5337
2015-11-13 2015-09-30 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 11,662,466 -161,943 -1.37 711,060 -10.51 1.5037
2015-08-10 2015-06-30 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 11,824,409 -639,096 -5.13 794,600 7.06 1.5616
2015-05-12 2015-03-31 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 12,463,505 1,017,993 8.89 742,201 3.62 1.4510
2015-02-18 2014-12-31 13F/A-1 JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 11,445,512 1,722,464 716,260 1.4046
2015-02-25 2014-12-31 13F/A-2 JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 11,445,512 1,722,464 17.72 716,260 22.29 1.4059
2015-02-17 2014-12-31 13F JPMORGAN CHASE AND COMPANY USD1 COM 46625H100 11,445,512 1,722,464 716,260 1,040,036.8748
2014-11-13 2014-09-30 13F JPMorganChaseNCo CommonStkUSD1 COM 46625H100 9,723,048 -363,859 -3.61 585,716 0.78 0.7818
2014-08-13 2014-06-30 13F JPMorganChaseNCo CommonStkUSD1 COM 46625H100 10,086,907 1,315,550 15.00 581,208 9.15 0.7220
2014-05-15 2014-03-31 13F JPMorganChaseNCo CommonStkUSD1 COM 46625H100 8,771,357 1,045,410 13.53 532,509 17.86 0.6002
2014-02-14 2013-12-31 13F JPMorganChaseNCo CommonStkUSD1 COM 46625H100 7,725,947 -1,288,385 -14.29 451,813 -3.03 0.5646
2013-12-09 2013-09-30 13F/A-1 JPMorganChaseNCo CommonStkUSD1 COM 46625H100 465,950,820 458,242,200 24,084,998 0.7257
2013-12-10 2013-09-30 13F/A-2 JPMorganChaseNCo CommonStkUSD1 COM 46625H100 9,014,332 1,305,712 16.94 465,951 14.50 1.1312
2013-11-08 2013-09-30 13F JPMorganChaseNCo CommonStkUSD1 COM 46625H100 8,793,619 1,084,999 454,542 1,121.6456
2013-08-12 2013-06-30 13F JPMorganChaseNCo CommonStkUSD1 COM 46625H100 7,708,620 7,708,620 406,938 1.0765
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.