JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSit Investment Associates Inc
Latest Disclosed Ownership111,901 shares
Latest Disclosed Value $ 32,917
Sit Investment Associates Inc reports 0.23% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Sit Investment Associates Inc filed a 13F-HR form disclosing ownership of 111,901 shares of JPMorgan Chase & Co. (MX:JPM) valued at $32,917 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 112,155 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.23% 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 COMMON 46625H100 111,901 -254 -0.23 33 -11.11 0.6682
2026-02-12 2025-12-31 13F JPMORGAN CHASE COMMON 46625H100 112,155 -3,954 -3.41 36 0.00 0.7230
2025-11-13 2025-09-30 13F JPMORGAN CHASE COMMON 46625H100 116,109 -3,622 -3.03 37 5.88 0.7430
2025-08-14 2025-06-30 13F JPMORGAN CHASE COMMON 46625H100 119,731 3,715 3.20 35 21.43 0.7410
2025-05-13 2025-03-31 13F JPMORGAN CHASE COMMON 46625H100 116,016 10,214 9.65 28 12.00 0.6673
2025-02-13 2024-12-31 13F JPMORGAN CHASE COMMON 46625H100 105,802 -18,073 -14.59 25 -3.85 0.5755
2024-11-13 2024-09-30 13F JPMORGAN CHASE COMMON 46625H100 123,875 -26,410 -17.57 26 -13.33 0.5831
2024-08-14 2024-06-30 13F JPMORGAN CHASE COMMON 46625H100 150,285 -6,915 -4.40 30 -3.23 0.6997
2024-05-14 2024-03-31 13F JPMORGAN CHASE COMMON 46625H100 157,200 -8,385 -5.06 31 10.71 0.7239
2024-02-13 2023-12-31 13F JPMORGAN CHASE COMMON 46625H100 165,585 2,236 1.37 28 21.74 0.6906
2023-11-13 2023-09-30 13F JPMORGAN CHASE COMMON 46625H100 163,349 13,340 8.89 24 9.52 0.6500
2023-08-10 2023-06-30 13F JPMORGAN CHASE COMMON 46625H100 150,009 64,945 76.35 22 90.91 0.5701
2023-05-11 2023-03-31 13F JPMORGAN CHASE COMMON 46625H100 85,064 -1,452 -1.68 11 0.00 0.3011
2023-02-10 2022-12-31 13F JPMORGAN CHASE COMMON 46625H100 86,516 1,168 1.37 12 -99.88 0.3251
2022-11-10 2022-09-30 13F JPMORGAN CHASE COMMON 46625H100 85,348 -3,945 -4.42 8,919 -11.30 0.2667
2022-08-11 2022-06-30 13F JPMORGAN CHASE COMMON 46625H100 89,293 -4,355 -4.65 10,055 -21.24 0.3059
2022-05-12 2022-03-31 13F JPMORGAN CHASE COMMON 46625H100 93,648 -96,258 -50.69 12,766 -57.55 0.3439
2022-02-11 2021-12-31 13F JPMORGAN CHASE COMMON 46625H100 189,906 6,095 3.32 30,072 -0.05 0.7065
2021-11-12 2021-09-30 13F JPMORGAN CHASE COMMON 46625H100 183,811 -3,225 -1.72 30,088 3.42 0.7790
2021-08-13 2021-06-30 13F JPMORGAN CHASE COMMON 46625H100 187,036 5,260 2.89 29,092 5.13 0.7200
2021-05-13 2021-03-31 13F JPMORGAN CHASE COMMON 46625H100 181,776 -707 -0.39 27,672 19.34 0.7242
2021-02-11 2020-12-31 13F JPMORGAN CHASE COMMON 46625H100 182,483 -6,630 -3.51 23,188 27.36 0.6277
2020-11-12 2020-09-30 13F/A-1 JPMORGAN CHASE COMMON 46625H100 189,113 -900 -0.47 18,206 1.86 0.5352
2020-11-12 2020-09-30 13F JPMORGAN CHASE COMMON 46625H100 246,023 56,010 28,954 889,545.1258
2020-08-13 2020-06-30 13F JPMORGAN CHASE COMMON 46625H100 190,013 125 0.07 17,873 4.54 0.5610
2020-05-13 2020-03-31 13F JPMORGAN CHASE COMMON 46625H100 189,888 -46,410 -19.64 17,096 -48.10 0.6473
2020-02-13 2019-12-31 13F JPMORGAN CHASE COMMON 46625H100 236,298 -9,725 -3.95 32,940 13.77 0.9365
2019-11-13 2019-09-30 13F JPMORGAN CHASE COMMON 46625H100 246,023 2,775 1.14 28,954 6.47 0.8895
2019-08-14 2019-06-30 13F JPMORGAN CHASE COMMON 46625H100 243,248 -8,500 -3.38 27,195 6.71 0.8384
2019-05-14 2019-03-31 13F JPMORGAN CHASE COMMON 46625H100 251,748 -70,515 -21.88 25,484 -18.99 0.8068
2019-01-14 2018-12-31 13F JPMORGAN CHASE COMMON 46625H100 322,263 -215,160 -40.04 31,459 -48.12 1.0123
2018-11-14 2018-09-30 13F JPMORGAN CHASE COMMON 46625H100 537,423 -31,742 -5.58 60,643 2.25 1.5555
2018-07-19 2018-06-30 13F JPMORGAN CHASE COMMON 46625H100 569,165 -120 -0.02 59,307 -5.27 1.5271
2018-04-20 2018-03-31 13F JPMORGAN CHASE COMMON 46625H100 569,285 -19,985 -3.39 62,604 -0.66 1.5458
2018-01-10 2017-12-31 13F JPMORGAN CHASE COMMON 46625H100 589,270 -53,744 -8.36 63,017 2.61 1.5032
2017-10-18 2017-09-30 13F JPMORGAN CHASE COMMON 46625H100 643,014 -48,883 -7.07 61,414 -2.89 1.5262
2017-07-19 2017-06-30 13F JPMORGAN CHASE COMMON 46625H100 691,897 10,802 1.59 63,239 5.70 1.5639
2017-04-25 2017-03-31 13F JPMORGAN CHASE COMMON 46625H100 681,095 61,420 9.91 59,827 11.88 1.4919
2017-01-19 2016-12-31 13F JPMORGAN CHASE COMMON 46625H100 619,675 -44,395 -6.69 53,472 20.92 1.4007
2016-11-01 2016-09-30 13F JPMORGAN CHASE COMMON 46625H100 664,070 60,170 9.96 44,220 17.84 1.1678
2016-07-28 2016-06-30 13F JPMORGAN CHASE & COMMON 46625H100 603,900 -455,505 -43.00 37,526 -40.19 0.9943
2016-04-14 2016-03-31 13F JPMORGAN CHASE COMMON 46625H100 1,059,405 -322,250 -23.32 62,738 -31.23 1.1500
2016-01-20 2015-12-31 13F JPMORGAN CHASE COMMON 46625H100 1,381,655 -109,000 -7.31 91,231 0.38 1.7079
2015-11-04 2015-09-30 13F JPMORGAN CHASE COMMON 46625H100 1,490,655 129,775 9.54 90,885 -1.44 1.6988
2015-07-20 2015-06-30 13F JPMORGAN CHASE COMMON 46625H100 1,360,880 -141,290 -9.41 92,213 1.33 1.6888
2015-04-30 2015-03-31 13F JPMORGAN CHASE & COMMON 46625H100 1,502,170 1,502,170 0.00 91,001 1.5770
2015-01-28 2014-12-31 13F JPMORGAN CHASE & COMMON 46625H100 0 -1,579,242 -100.00 0 -100.00
2014-10-27 2014-09-30 13F JPMORGAN CHASE & COMMON 46625H100 1,579,242 -30,095 -1.87 95,134 2.59 1.6600
2014-08-13 2014-06-30 13F JPMORGAN CHASE COMMON 46625H100 1,609,337 46,047 2.95 92,730 -2.29 1.5779
2014-04-24 2014-03-31 13F JPMORGAN CHASE COMMON 46625H100 1,563,290 30,500 1.99 94,907 5.88 1.6665
2014-01-23 2013-12-31 13F JPMORGAN CHASE & COMMON 46625H100 1,532,790 47,525 3.20 89,638 16.76 1.5941
2013-10-25 2013-09-30 13F JPMORGAN CHASE COMMON 46625H100 1,485,265 140,240 10.43 76,773 8.12 1.4726
2013-07-18 2013-06-30 13F JPMORGAN CHASE COMMON 46625H100 1,345,025 1,345,025 71,004 1.4368
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.