JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSoros Fund Management Llc
ManagerGeorge Soros
Latest Disclosed Ownership118,358 shares
Latest Disclosed Value $ 34,816,189
Soros Fund Management Llc reports 5,366.88% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Soros Fund Management Llc filed a 13F-HR form disclosing ownership of 118,358 shares of JPMorgan Chase & Co. (MX:JPM) valued at $34,816,189 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,165 shares of JPMorgan Chase & Co.. This represents a change in shares of 5,366.88% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 118,358 116,193 5,366.88 34,816 4,895.12 0.3818
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,165 2,165 698 0.0081
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 0 -230,963 -100.00 0 -100.00
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 230,963 230,963 56,655 0.8450
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 0 -54,600 -100.00 0 -100.00
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 54,600 0 0.00 11,513 4.25 0.1663
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 54,600 20,100 58.26 11,043 59.81 0.1984
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 34,500 34,500 6,910 0.1149
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 0 -13,099 -100.00 0 -100.00
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 13,099 0 0.00 1,369 -7.19 0.0234
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 13,099 -174,400 -93.01 1,475 -94.23 0.0263
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 187,499 174,400 1,331.40 25,560 1,132.40 0.3888
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 13,099 -99,181 -88.33 2,074 -88.72 0.0284
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 112,280 112,280 18,379 0.3393
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 0 -258,252 -100.00 0 -100.00
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 258,252 258,252 24,291 0.5420
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -212,244 -100.00 0 -100.00
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 212,244 0 0.00 29,587 18.45 0.9575
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 212,244 0 0.00 24,979 5.27 0.6921
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 212,244 0 0.00 23,729 10.44 0.5556
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 212,244 0 0.00 21,485 3.70 0.4986
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 212,244 -56,080 -20.90 20,719 -31.57 0.6278
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 268,324 -389,597 -59.22 30,278 -55.83 0.6642
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 657,921 -61,739 -8.58 68,555 -13.38 1.0974
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 719,660 -2,121,573 -74.67 79,141 -52.37 1.2854
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 2,841,233 2,841,233 166,156 1.4111
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.