JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStephens Inc /ar/
Latest Disclosed Ownership424,070 shares
Latest Disclosed Value $ 125,064,266
Stephens Inc /ar/ reports 2.24% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Stephens Inc /ar/ filed a 13F-HR form disclosing ownership of 424,070 shares of JPMorgan Chase & Co. (MX:JPM) valued at $125,064,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 414,791 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.24% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 424,070 9,279 2.24 125,064 -6.56 1.5645
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 414,791 18,052 4.55 133,846 6.95 1.6652
2025-10-27 2025-09-30 13F JPMORGAN CHASE COM 46625H100 396,739 12,961 3.38 125,143 12.48 1.5950
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 383,778 8,353 2.22 111,261 20.82 1.5290
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 375,425 -3,135 -0.83 92,092 1.48 1.3496
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 378,560 11,130 3.03 90,745 17.13 1.2723
2024-10-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 367,430 81,467 28.49 77,476 33.95 1.0991
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 285,963 12,240 4.47 57,839 5.49 0.8823
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 273,723 14,629 5.65 54,827 24.40 0.8503
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 259,094 -4,800 -1.82 44,072 15.16 0.7602
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 263,894 -17,168 -6.11 38,270 -6.38 0.7336
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 281,062 8,092 2.96 40,878 14.92 0.7354
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 272,970 1,033 0.38 35,571 -2.46 0.6824
2023-02-14 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 271,937 -5,279 -1.90 36,467 25.88 0.7472
2023-01-25 2022-12-31 13F JPMORGAN CHASE OM 46625H100 271,937 -5,279 36 0.7472
2022-11-02 2022-09-30 13F JPMORGAN CHASE OM 46625H100 277,216 -45,395 -14.07 28,969 -20.26 0.6186
2022-08-03 2022-06-30 13F JPMORGAN CHASE OM 46625H100 322,611 -698 -0.22 36,329 -17.57 0.7330
2022-05-04 2022-03-31 13F JPMORGAN CHASE OM 46625H100 323,309 29,408 10.01 44,073 -5.30 0.7185
2022-03-07 2021-12-31 13F JPMORGAN CHASE OM 46625H100 293,901 -5,947 -1.98 46,539 -5.18 0.7041
2021-10-27 2021-09-30 13F JPMORGAN CHASE COM 46625H100 299,848 -20,014 -6.26 49,082 -1.34 0.7592
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 319,862 25,727 8.75 49,751 11.11 0.7450
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 294,135 2,692 0.92 44,776 20.91 0.7353
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 291,443 2,365 0.82 37,034 33.08 0.6644
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 289,078 12,611 4.56 27,829 7.02 0.5478
2020-08-24 2020-06-30 13F JPMORGAN CHASE COM 46625H100 276,467 -663 -0.24 26,004 4.22 0.5590
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 277,130 10,005 3.75 24,950 -33.00 0.6644
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 267,125 -4,396 -1.62 37,237 16.53 0.7802
2019-10-18 2019-09-30 13F JPMORGAN CHASE COM 46625H100 271,521 -15,121 -5.28 31,955 -0.29 0.7031
2019-08-01 2019-06-30 13F JPMORGAN CHASE COM 46625H100 286,642 11,581 4.21 32,047 15.09 0.7259
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 275,061 26,981 10.88 27,844 14.97 0.6605
2019-02-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 248,080 40,111 19.29 24,218 3.20 0.6871
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 207,969 3,515 1.72 23,467 10.15 0.5838
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 204,454 2,531 1.25 21,304 -4.06 0.6437
2018-05-03 2018-03-31 13F JPMORGAN CHASE COM 46625H100 201,923 -18,344 -8.33 22,205 -5.73 0.8280
2018-02-05 2017-12-31 13F JPMORGAN CHASE COM 46625H100 220,267 -5,755 -2.55 23,555 9.12 0.8812
2017-11-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 226,022 29,640 15.09 21,587 20.27 0.7797
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 196,382 3,363 1.74 17,949 5.86 0.6158
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 193,019 29,584 18.10 16,955 20.22 0.6164
2017-02-09 2016-12-31 13F JPMORGAN CHASE COM 46625H100 163,435 -448 -0.27 14,103 29.23 0.5749
2016-11-30 2016-09-30 13F/A-2 JPMORGAN CHASE COM 46625H100 163,883 602 0.37 10,913 7.56 0.4778
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 163,883 10,913
2016-08-05 2016-06-30 13F JPMORGAN CHASE COM 46625H100 163,281 12,849 8.54 10,146 13.88 0.4526
2016-05-05 2016-03-31 13F JPMORGAN CHASE COM 46625H100 150,432 -1,964 -1.29 8,909 -11.47 0.4360
2016-02-10 2015-12-31 13F JPMORGAN CHASE COM 46625H100 152,396 10,268 7.22 10,063 16.12 0.5047
2015-11-03 2015-09-30 13F JPMORGAN CHASE COM 46625H100 142,128 8,393 6.28 8,666 -4.37 0.4513
2015-07-29 2015-06-30 13F JPMORGAN CHASE COM 46625H100 133,735 5,099 3.96 9,062 16.28 0.4111
2015-05-06 2015-03-31 13F JPMORGAN CHASE COM 46625H100 128,636 1,593 1.25 7,793 -1.97 0.3550
2015-02-12 2014-12-31 13F JPMORGAN CHASE COM 46625H100 127,043 -3,185 -2.45 7,950 1.34 0.3762
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 130,228 19,343 17.44 7,845 22.79 0.3881
2014-08-15 2014-06-30 13F JPMORGAN CHASE COM 46625H100 110,885 -8,358 -7.01 6,389 -11.74 0.3218
2014-05-13 2014-03-31 13F JPMORGAN CHASE COM 46625H100 119,243 1,816 1.55 7,239 5.42 0.3945
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 117,427 10,737 10.06 6,867 24.51 0.3407
2013-11-06 2013-09-30 13F JPMORGAN CHASE COM 46625H100 106,690 -874 -0.81 5,515 -2.87 0.2972
2013-08-12 2013-06-30 13F JPMORGAN CHASE COM 46625H100 107,564 107,564 5,678 0.3170
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.