JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWasatch Advisors Inc
Latest Disclosed Ownership20,674 shares
Latest Disclosed Value $ 6,081,464
Wasatch Advisors Inc reports 5.08% increase in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Wasatch Advisors Inc filed a 13F-HR form disclosing ownership of 20,674 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,081,464 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 19,674 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.08% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,674 1,000 5.08 6,081 -4.07 0.0404
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 19,674 -98 -0.50 6,339 1.65 0.0377
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 19,772 88 0.45 6,237 9.29 0.0336
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,684 0 0.00 5,707 18.19 0.0299
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,684 500 2.61 4,828 5.00 0.0269
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 19,184 -1,036 -5.12 4,599 7.86 0.0228
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 20,220 -1,810 -8.22 4,264 -4.31 0.0209
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 22,030 -2,000 -8.32 4,456 -7.44 0.0238
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 24,030 -3,600 -13.03 4,813 2.43 0.0252
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 27,630 -2,000 -6.75 4,700 9.38 0.0259
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 29,630 -2,529 -7.86 4,297 -8.15 0.0272
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 32,159 -1,500 -4.46 4,677 6.63 0.0283
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 33,659 -50 -0.15 4,386 -2.96 0.0273
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 33,709 -2,000 -5.60 4,520 21.11 0.0304
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 35,709 1,000 2.88 3,732 -4.53 0.0259
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 34,709 500 1.46 3,909 -16.17 0.0247
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 34,209 2,552 8.06 4,663 -6.98 0.0230
2022-02-15 2021-12-31 13F JPMorgan Chase COM 46625H100 31,657 500 1.60 5,013 -1.71 0.0204
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 31,157 -41 -0.13 5,100 5.09 0.0207
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 31,198 2,500 8.71 4,853 11.08 0.0197
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 28,698 -1,000 -3.37 4,369 15.77 0.0196
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 29,698 4,000 15.57 3,774 52.55 0.0186
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 25,698 0 0.00 2,474 2.36 0.0157
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 25,698 6,548 34.19 2,417 40.20 0.0175
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 19,150 19,150 1,724 0.0180
2018-01-16 2017-12-31 13F JPMorgan Chase COM 46625H100 0 -57,367 -100.00 0 -100.00
2017-11-08 2017-09-30 13F JPMorgan Chase COM 46625H100 57,367 -16,385 -22.22 5,479 -18.72 0.0744
2017-08-16 2017-06-30 13F JPMorgan Chase COM 46625H100 73,752 -11,125 -13.11 6,741 -9.59 0.0940
2017-05-15 2017-03-31 13F JPMorgan Chase COM 46625H100 84,877 -18,456 -17.86 7,456 -16.38 0.1099
2017-02-14 2016-12-31 13F JPMorgan Chase COM 46625H100 103,333 -15,859 -13.31 8,917 12.35 0.1347
2016-11-08 2016-09-30 13F JPMorgan Chase COM 46625H100 119,192 -13,089 -9.89 7,937 -3.44 0.1182
2016-08-15 2016-06-30 13F JPMorgan Chase COM 46625H100 132,281 -16,347 -11.00 8,220 -7.38 0.1258
2016-05-16 2016-03-31 13F JPMorgan Chase COM 46625H100 148,628 -14,969 -9.15 8,875 -17.84 0.1356
2016-02-16 2015-12-31 13F JPMorgan Chase COM 46625H100 163,597 -11,651 -6.65 10,802 1.09 0.1489
2015-11-13 2015-09-30 13F JPMorgan Chase COM 46625H100 175,248 -9,901 -5.35 10,685 -14.83 0.1428
2015-08-03 2015-06-30 13F JPMorgan Chase COM 46625H100 185,149 -23,169 -11.12 12,546 -0.59 0.1367
2015-05-14 2015-03-31 13F JPMorgan Chase COM 46625H100 208,318 -39,086 -15.80 12,620 -18.49 0.1310
2015-02-17 2014-12-31 13F JPMorgan Chase COM 46625H100 247,404 -45,606 -15.56 15,483 -12.28 0.1606
2014-11-14 2014-09-30 13F JPMorgan Chase COM 46625H100 293,010 -83,895 -22.26 17,651 -18.72 0.1849
2014-08-14 2014-06-30 13F JPMorgan Chase COM 46625H100 376,905 -17,227 -4.37 21,717 -9.24 0.2110
2014-05-13 2014-03-31 13F JPMorgan Chase COM 46625H100 394,132 -42,208 -9.67 23,928 -6.23 0.2320
2014-02-14 2013-12-31 13F JPMorgan Chase COM 46625H100 436,340 -41,386 -8.66 25,517 3.33 0.2504
2013-11-14 2013-09-30 13F JPMorgan Chase COM 46625H100 477,726 -117,836 -19.79 24,694 -21.46 0.2561
2013-08-14 2013-06-30 13F JPMorgan Chase Capital XXIX COM 46625H100 595,562 595,562 31,440 0.3446
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.