JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSystematic Financial Management Lp
Latest Disclosed Ownership6,075 shares
Latest Disclosed Value $ 1,787,022
Systematic Financial Management Lp ownership in JPM / JPMorgan Chase & Co.

On May 13, 2026 - Systematic Financial Management Lp filed a 13F-HR form disclosing ownership of 6,075 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,787,022 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 6,075 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-05-13 2026-03-31 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 1,787 -8.69 0.0410
2026-02-09 2025-12-31 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 1,957 2.14 0.0461
2025-11-13 2025-09-30 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 1,916 8.80 0.0466
2025-08-13 2025-06-30 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 1,761 18.19 0.0470
2025-05-14 2025-03-31 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 1,490 2.34 0.0424
2025-02-14 2024-12-31 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 1,456 13.75 0.0371
2024-11-14 2024-09-30 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 1,281 4.23 0.0326
2024-08-16 2024-06-30 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 1,229 0.99 0.0373
2024-05-15 2024-03-31 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 1,217 17.72 0.0340
2024-02-14 2023-12-31 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 1,033 17.39 0.0307
2023-11-14 2023-09-30 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 881 -0.34 0.0284
2023-08-14 2023-06-30 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 884 11.63 0.0279
2023-05-12 2023-03-31 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 792 -2.83 0.0259
2023-02-15 2022-12-31 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 815 28.19 0.0267
2022-11-14 2022-09-30 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 635 -7.16 0.0232
2022-08-15 2022-06-30 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 684 -17.39 0.0238
2022-05-11 2022-03-31 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 828 -13.93 0.0258
2022-02-14 2021-12-31 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 962 -3.22 0.0285
2021-11-12 2021-09-30 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 994 5.19 0.0308
2021-08-12 2021-06-30 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 945 2.16 0.0286
2021-05-10 2021-03-31 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 925 19.82 0.0339
2021-02-12 2020-12-31 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 772 31.97 0.0339
2020-11-12 2020-09-30 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 585 2.45 0.0320
2020-08-13 2020-06-30 13F JPMorgan Chase COM 46625H100 6,075 0 0.00 571 4.39 0.0297
2020-05-12 2020-03-31 13F JPMorgan Chase COM 46625H100 6,075 575 10.45 547 -28.68 0.0336
2020-02-14 2019-12-31 13F JPMorgan Chase COM 46625H100 5,500 -582 -9.57 767 7.12 0.0300
2019-11-06 2019-09-30 13F JPMorgan Chase COM 46625H100 6,082 -23,992 -79.78 716 -78.70 0.0321
2019-07-26 2019-06-30 13F JPMorgan Chase COM 46625H100 30,074 -4,406 -12.78 3,362 -3.67 0.1307
2019-05-03 2019-03-31 13F JPMorgan Chase COM 46625H100 34,480 -19,605 -36.25 3,490 -33.90 0.1194
2019-02-13 2018-12-31 13F JPMorgan Chase COM 46625H100 54,085 -49,219 -47.64 5,280 -54.71 0.1623
2018-11-06 2018-09-30 13F JPMorgan Chase COM 46625H100 103,304 -2,146 -2.04 11,657 6.09 0.2814
2018-08-08 2018-06-30 13F JPMorgan Chase COM 46625H100 105,450 -908 -0.85 10,988 -6.05 0.2684
2018-05-09 2018-03-31 13F JPMorgan Chase COM 46625H100 106,358 -2,264 -2.08 11,696 0.69 0.2590
2018-02-09 2017-12-31 13F JPMorgan Chase COM 46625H100 108,622 -5,363 -4.71 11,616 6.70 0.2321
2017-11-08 2017-09-30 13F JPMorgan Chase COM 46625H100 113,985 -7,095 -5.86 10,887 -1.63 0.2208
2017-08-10 2017-06-30 13F JPMorgan Chase COM 46625H100 121,080 -9,921 -7.57 11,067 -3.82 0.2046
2017-05-11 2017-03-31 13F JPMorgan Chase COM 46625H100 131,001 -168,306 -56.23 11,507 -55.45 0.2037
2017-02-10 2016-12-31 13F JPMorgan Chase COM 46625H100 299,307 -293,142 -49.48 25,827 -34.53 0.4102
2017-01-26 2016-09-30 13F/A-4 JPMorgan Chase COM 46625H100 592,449 -21,584 -3.52 39,451 3.39 0.5532
2016-11-14 2016-09-30 13F JPMorgan Chase COM 46625H100 592,449 39,451
2017-01-25 2016-06-30 13F/A-2 JPMorgan Chase COM 46625H100 614,033 -63,213 -9.33 38,156 -4.86 0.5202
2016-08-09 2016-06-30 13F JPMorgan Chase COM 46625H100 614,033 38,156
2016-05-11 2016-03-31 13F JPMorgan Chase COM 46625H100 677,246 -22,413 -3.20 40,106 -13.19 0.5017
2016-02-10 2015-12-31 13F JPMorgan Chase COM 46625H100 699,659 -17,319 -2.42 46,198 5.68 0.5049
2015-11-06 2015-09-30 13F JPMorgan Chase COM 46625H100 716,978 -77,883 -9.80 43,714 -18.84 0.4639
2015-08-10 2015-06-30 13F JPMorgan Chase COM 46625H100 794,861 1,114 0.14 53,859 12.01 0.4609
2015-05-11 2015-03-31 13F JPMorgan Chase COM 46625H100 793,747 -49,204 -5.84 48,085 -8.85 0.3798
2015-02-10 2014-12-31 13F JPMorgan Chase COM 46625H100 842,951 -40,259 -4.56 52,751 -0.85 0.3898
2014-11-12 2014-09-30 13F JPMorgan Chase COM 46625H100 883,210 56,063 6.78 53,204 11.63 0.3875
2014-08-11 2014-06-30 13F JPMorgan Chase COM 46625H100 827,147 -96,690 -10.47 47,660 -15.02 0.3253
2014-08-11 2014-03-31 13F/A-1 JPMorgan Chase COM 46625H100 923,837 50,581 5.79 56,086 9.83 0.3851
2014-05-15 2014-03-31 13F JPMorgan Chase COM 46625H100 923,837 56,086
2014-08-11 2013-12-31 13F/A-2 JPMorgan Chase COM 46625H100 873,256 81,486 10.29 51,068 24.78 0.3742
2014-02-14 2013-12-31 13F JPMorgan Chase COM 46625H100 873,256 51,068
2014-08-11 2013-09-30 13F/A-3 JPMorgan Chase COM 46625H100 791,770 -50,054 -5.95 40,926 -7.91 0.3241
2013-11-12 2013-09-30 13F JPMorgan Chase COM 46625H100 791,770 40,926
2013-08-06 2013-06-30 13F JPMorgan Chase COM 46625H100 841,824 841,824 44,439 0.3808
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.