JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSumitomo Mitsui Trust Holdings, Inc.
Latest Disclosed Ownership6,110,549 shares
Latest Disclosed Value $ 1,797,479,094
Sumitomo Mitsui Trust Holdings, Inc. reports 5.63% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Sumitomo Mitsui Trust Holdings, Inc. filed a 13F-HR form disclosing ownership of 6,110,549 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,797,479,094 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 6,474,962 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.63% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 6,110,549 -364,413 -5.63 1,797,479 -13.85 1.1636
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,474,962 -334,455 -4.91 2,086,362 -2.86 1.2253
2025-10-27 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,809,417 31,421 0.46 2,147,894 9.31 1.2358
2025-07-31 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,777,996 56,033 0.83 1,965,009 19.17 1.2243
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,721,963 -76,448 -1.12 1,648,898 1.18 1.1655
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,798,411 -219,235 -3.12 1,629,647 10.13 1.1000
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,017,646 261,363 3.87 1,479,741 8.28 1.0255
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,756,283 -495,568 -6.83 1,366,526 -5.92 1.0087
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,251,851 -254,245 -3.39 1,452,546 13.77 0.9972
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,506,096 -181,433 -2.36 1,276,787 14.53 0.9440
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,687,529 149,469 1.98 1,114,845 1.69 0.9153
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,538,060 -1,056,905 -12.30 1,096,335 -2.11 0.8539
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,594,965 -25,363 -0.29 1,120,010 -3.11 0.8345
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,620,328 -102,154 -1.17 1,155,986 26.82 0.9153
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 8,722,482 -58,129 -0.66 911,499 -7.82 0.7490
2022-07-26 2022-06-30 13F JPMORGAN CHASE COM 46625H100 8,780,611 259,671 3.05 988,785 -14.88 0.7605
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 8,520,940 -669,767 -7.29 1,161,575 -20.19 0.7735
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 9,190,707 251,150 2.81 1,455,348 -0.54 0.8848
2021-10-25 2021-09-30 13F JPMORGAN CHASE COM 46625H100 8,939,557 -853,416 -8.71 1,463,316 -3.93 0.9113
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 9,792,973 -606,751 -5.83 1,523,199 -3.79 0.9007
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 10,399,724 -445,198 -4.11 1,583,150 14.88 0.9894
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 10,844,922 -1,508,639 -12.21 1,378,064 15.87 0.8903
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 12,353,561 -859,691 -6.51 1,189,277 -3.38 0.8011
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 13,213,252 -408,579 -3.00 1,230,845 1.41 0.8693
2020-04-27 2020-03-31 13F JPMORGAN CHASE COM 46625H100 13,621,831 932,660 7.35 1,213,761 -30.94 1.0437
2020-01-31 2019-12-31 13F JPMORGAN CHASE COM 46625H100 12,689,171 1,829 0.01 1,757,587 17.71 1.3816
2019-10-31 2019-09-30 13F JPMORGAN CHASE COM 46625H100 12,687,342 125,867 1.00 1,493,173 6.32 1.2971
2019-07-29 2019-06-30 13F JPMORGAN CHASE COM 46625H100 12,561,475 -392,806 -3.03 1,404,373 7.09 1.2538
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 12,954,281 -94,879 -0.73 1,311,362 3.78 1.2128
2019-02-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 13,049,160 1,950,129 17.57 1,263,550 0.89 1.3587
2018-11-07 2018-09-30 13F JPMORGAN CHASE COM 46625H100 11,099,031 -100,678 -0.90 1,252,415 7.32 1.3463
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 11,199,709 481,210 4.49 1,167,010 -0.99 1.3601
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 10,718,499 -695 -0.01 1,178,713 2.83 1.5158
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 10,719,194 14,619 0.14 1,146,311 12.12 1.4797
2017-11-07 2017-09-30 13F JPMORGAN CHASE COM 46625H100 10,704,575 -163,113 -1.50 1,022,394 2.93 1.4429
2017-08-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 10,867,688 207,812 1.95 993,307 6.08 1.4572
2017-05-02 2017-03-31 13F JPMORGAN CHASE COM 46625H100 10,659,876 -119,411 -1.11 936,364 0.67 1.4468
2017-01-27 2016-12-31 13F JPMORGAN CHASE COM 46625H100 10,779,287 -207,794 -1.89 930,145 27.13 1.5179
2016-10-28 2016-09-30 13F JPMORGAN CHASE COM 46625H100 10,987,081 6,950 0.06 731,630 7.23 1.1999
2016-07-29 2016-06-30 13F JPMORGAN CHASE COM 46625H100 10,980,131 10,528 0.10 682,305 5.03 1.1752
2016-05-06 2016-03-31 13F JPMORGAN CHASE COM 46625H100 10,969,603 233,434 2.17 649,620 -9.13 1.1362
2016-02-09 2015-12-31 13F JPMORGAN CHASE COM 46625H100 10,736,169 -46,821 -0.43 714,921 8.74 1.2781
2015-11-06 2015-09-30 13F JPMORGAN CHASE COM 46625H100 10,782,990 382,696 3.68 657,439 -6.10 1.2728
2015-07-31 2015-06-30 13F JPMorgan Chase COM 46625H100 10,400,294 -104,072 -0.99 700,148 10.02 1.2579
2015-05-08 2015-03-31 13F JPMorgan Chase COM 46625H100 10,504,366 10,504,366 0.00 636,354 1.1485
2015-02-04 2014-12-31 13F JPMorgan Chase COM 46625H100 0 -9,803,932 -100.00 0 -100.00
2014-11-07 2014-09-30 13F JPMorgan Chase COM 46625H100 9,803,932 336,779 3.56 590,589 8.27 1.1839
2014-08-11 2014-06-30 13F JPMorgan Chase COM 46625H100 9,467,153 -246,897 -2.54 545,497 -7.50 1.1199
2014-05-09 2014-03-31 13F JPMorgan Chase COM 46625H100 9,714,050 -155,826 -1.58 589,740 3.11 1.2410
2014-02-14 2013-12-31 13F JPMorgan Chase COM 46625H100 9,869,876 -540,440 -5.19 571,959 7.07 1.1874
2013-11-07 2013-09-30 13F JPMorgan Chase COM 46625H100 10,410,316 -135,637 -1.29 534,174 -3.35 1.1549
2013-08-12 2013-06-30 13F JPMorgan Chase COM 46625H100 10,545,953 10,545,953 552,690 1.2544
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.