JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStandard Life Aberdeen plc
Latest Disclosed Ownership2,361,373 shares
Latest Disclosed Value $ 694,621,482
Standard Life Aberdeen plc reports 2.12% increase in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Standard Life Aberdeen plc filed a 13F-HR form disclosing ownership of 2,361,373 shares of JPMorgan Chase & Co. (MX:JPM) valued at $694,621,482 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 2,312,440 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.12% 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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,361,373 48,933 2.12 694,621 -6.78 0.6086
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,312,440 4,665 0.20 745,114 3.22 1.1536
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,307,775 -123,793 -5.09 721,895 1.69 1.1418
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,431,568 87,085 3.71 709,933 24.95 1.2076
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,344,483 318,986 15.75 568,174 17.02 1.1080
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,025,497 -182,027 -8.25 485,552 4.96 0.9115
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,207,524 -15,659 -0.70 462,587 2.87 0.8482
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,223,183 -101,659 -4.37 449,661 -3.44 0.8620
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,324,842 36,097 1.58 465,666 19.61 0.9130
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,288,745 561,844 32.53 389,316 55.46 0.8440
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,726,901 37,027 2.19 250,435 1.90 0.6390
2024-06-20 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,689,874 61,098 3.75 245,775 15.80 0.5719
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,689,874 61,098 245,775 0.5719
2024-06-20 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,628,776 104,685 6.87 212,246 3.85 0.5312
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,628,776 104,685 212,246 0.5312
2024-06-20 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,524,091 138,911 10.03 204,381 41.19 0.5558
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,524,091 138,911 204,381 0.5558
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,385,180 196,246 16.51 144,752 7.45 0.4310
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,188,934 25,239 2.17 134,712 -16.47 0.4234
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,163,695 -386,818 -24.95 161,265 -34.32 0.4123
2022-02-10 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,550,513 -1,535,268 -49.75 245,524 -51.43 0.5391
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,550,513 -1,535,268 245,524 0.1768
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,085,781 -270,448 -8.06 505,467 -3.17 1.1390
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,356,229 -99,243 -2.87 522,028 -0.83 1.1434
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,455,472 1,948,850 129.35 526,389 174.95 1.1966
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,506,622 80,826 5.67 191,446 39.48 0.4665
2020-10-21 2020-09-30 13F JPMORGAN CHASE COM 46625H100 1,425,796 -10,634 -0.74 137,261 1.59 0.3663
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 1,436,430 -96,718 -6.31 135,110 -2.22 0.3657
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 1,533,148 -116,192 -7.04 138,175 -39.90 0.4389
2020-02-18 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,649,340 -88,576 -5.10 229,918 12.41 0.5556
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 1,737,916 -489,743 -21.98 204,535 -17.87 0.5100
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,227,659 -71,233 -3.10 249,052 6.99 0.5530
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,298,892 260,201 12.76 232,787 17.64 0.5044
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,038,691 -503,024 -19.79 197,885 -31.00 0.4697
2018-11-20 2018-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,541,715 -196,071 -7.16 286,808 0.42 0.5345
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,541,715 -196,071 286,808
2018-08-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,737,786 -82,862 -2.94 285,619 -7.92 0.5489
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,820,648 -236,931 -7.75 310,186 -5.37 0.6151
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,057,579 -3,895,295 -56.02 327,772 -50.64 0.6270
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 6,952,874 6,952,874 664,067 1.2109
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.