JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionVoya Financial Advisors, Inc.
Latest Disclosed Ownership17,099 shares
Latest Disclosed Value $ 4,835,857
Voya Financial Advisors, Inc. reports 4.92% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Voya Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 17,099 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,835,857 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 17,983 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.92% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 17,099 -884 -4.92 4,836 -16.94 0.4820
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 17,983 -447 -2.43 5,822 0.05 0.5591
2025-10-09 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,430 -117 -0.63 5,818 9.28 0.5613
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 18,547 -2,704 -12.72 5,325 3.18 0.5372
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 21,251 1,268 6.35 5,161 7.90 0.5695
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 19,983 411 2.10 4,782 16.10 0.5202
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 19,572 1,605 8.93 4,120 15.12 0.4444
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 17,967 925 5.43 3,578 5.24 0.4045
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 17,042 533 3.23 3,400 20.95 0.3883
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 16,509 144 0.88 2,811 16.40 0.3383
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 16,365 494 3.11 2,415 6.11 0.3007
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 15,871 -99 -0.62 2,276 10.70 0.2650
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 15,970 -3,581 -18.32 2,056 -21.04 0.2560
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 19,551 -2,620 -11.82 2,605 10.62 0.3385
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 22,171 -1 -0.00 2,354 -7.90 0.3043
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 22,172 12,974 141.05 2,556 97.68 0.3182
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 9,198 952 11.54 1,293 -1.07 0.1478
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 8,246 787 10.55 1,307 5.57 0.1476
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,459 699 10.34 1,238 18.81 0.1515
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,760 -44,727 -86.87 1,042 -86.90 0.1360
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 51,487 875 1.73 7,954 25.36 0.3136
2021-03-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 50,612 -1,061 -2.05 6,345 28.78 0.2734
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 51,673 -154 -0.30 4,927 2.22 0.2444
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 51,827 -3,028 -5.52 4,820 -6.02 0.2532
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 54,855 1,787 3.37 5,129 -30.28 0.2840
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 53,068 5,915 12.54 7,357 32.53 0.3621
2019-11-26 2019-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 47,153 872 1.88 5,551 10.20 0.2992
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 47,153 872 5,551 299,585.4053
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 46,281 -479 -1.02 5,037 6.97 0.2694
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 46,760 12,238 35.45 4,709 40.86 0.2733
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 34,522 1,411 4.26 3,343 -11.84 0.2229
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 33,111 2,252 7.30 3,792 17.11 0.2214
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 30,859 974 3.26 3,238 0.31 0.2104
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 29,885 1,318 4.61 3,228 4.84 0.2145
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 28,567 -450 -1.55 3,079 11.28 0.1978
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 29,017 -377 -1.28 2,767 3.28 0.1843
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 29,394 -834 -2.76 2,679 0.41 0.1906
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 30,228 2,196 7.83 2,668 10.80 0.2075
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 28,032 -244 -0.86 2,408 29.74 0.2100
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 28,276 1,065 3.91 1,856 11.47 0.1895
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 27,211 2,585 10.50 1,665 13.27 0.1947
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 24,626 -9,368 -27.56 1,470 -35.07 0.2048
2016-02-12 2015-12-31 13F JPMORGAN CHASE COM 46625H100 33,994 1,515 4.66 2,264 16.46 0.3350
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 32,479 -1,779 -5.19 1,944 -15.55 0.4068
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 34,258 1,042 3.14 2,302 13.68 0.4073
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 33,216 33,216 2,025 0.3950
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.