JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSterling Capital Management LLC
Latest Disclosed Ownership236,535 shares
Latest Disclosed Value $ 69,579,136
Sterling Capital Management LLC reports 187.98% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Sterling Capital Management LLC filed a 13F-HR form disclosing ownership of 236,535 shares of JPMorgan Chase & Co. (MX:JPM) valued at $69,579,136 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 82,137 shares of JPMorgan Chase & Co.. This represents a change in shares of 187.98% 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)
2026-04-22 2026-03-31 13F J P MORGAN CHASE AND COM 46625H100 236,535 154,398 187.98 69,579 162.90 0.9537
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 82,137 15,044 22.42 26,466 25.06 0.4302
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 67,093 -172 -0.26 21,163 8.53 0.3099
2025-08-08 2025-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 67,265 282 0.42 19,501 18.69 0.2770
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 67,265 282 19,501 0.2770
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 66,983 -6,274 -8.56 16,431 -6.44 0.2549
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 73,257 -10,427 -12.46 17,560 -0.48 0.2406
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 83,684 -276,057 -76.74 17,646 -58.32 0.2281
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 359,741 -20,665 -5.43 42,338 -0.45 0.4016
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 380,406 120,464 46.34 42,529 61.62 0.4105
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 259,942 -176,912 -40.50 26,314 -38.30 0.2602
2019-02-14 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 436,854 -6,962 -1.57 42,646 -14.84 0.4628
2018-11-01 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 443,816 8,146 1.87 50,080 10.32 0.4515
2018-08-14 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 435,670 -27,025 -5.84 45,397 -10.78 0.4231
2018-05-15 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 462,695 7,877 1.73 50,883 4.62 0.4790
2018-02-15 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 454,818 32,840 7.78 48,638 20.68 0.4402
2017-11-15 2017-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 421,978 -24,793 -5.55 40,303 -1.30 0.3793
2017-08-15 2017-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 446,771 -12,980 -2.82 40,835 1.11 0.3940
2017-05-15 2017-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 459,751 44,502 10.72 40,385 12.71 0.3802
2017-02-14 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 415,249 93 0.02 35,832 29.61 0.3233
2016-11-14 2016-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 415,156 399,456 2,544.31 27,645 8,201.80 0.2547
2016-08-19 2016-06-30 13F JPMORGAN CHASE & CO WT EXP 102 WT 46634E114 15,700 -382,946 -96.06 333 -98.59 0.0030
2016-08-19 2016-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 416,608 400,908 25,888 0.2364
2016-05-17 2016-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 398,646 374,146 1,527.13 23,608 4,448.75 0.2147
2016-05-17 2016-03-31 13F JPMORGAN CHASE & CO WT EXP 102 WT 46634E114 15,700 -382,946 333 0.0030
2016-02-17 2015-12-31 13F JPMORGAN CHASE & CO WT EXP 102 WT 46634E114 24,500 -376,077 -93.88 519 -97.87 0.0046
2016-02-17 2015-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 389,090 364,590 25,692 0.2276
2015-11-16 2015-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 400,577 50,913 14.56 24,423 3.08 0.2189
2015-08-17 2015-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 349,664 97,145 38.47 23,693 54.88 0.2138
2015-05-19 2015-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 252,519 25,494 11.23 15,298 7.68 0.1368
2015-05-22 2014-12-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 227,025 770 0.34 14,207 4.23 0.1238
2015-02-13 2014-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 227,025 14,207
2014-11-14 2014-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 226,255 194,508 612.68 13,630 645.22 0.1653
2014-08-15 2014-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 31,747 5,615 21.49 1,829 15.32 0.0158
2014-05-16 2014-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 26,132 1,035 4.12 1,586 8.04 0.0135
2014-02-14 2013-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 25,097 -160,514 -86.48 1,468 -84.70 0.0134
2013-11-15 2013-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 185,611 54,130 41.17 9,594 38.22 0.1125
2013-08-13 2013-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 131,481 -8,873 -6.32 6,941 4.20 0.0853
2013-08-19 2013-03-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 140,354 140,354 6,661 0.0829
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.