JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWestpac Banking Corp
Latest Disclosed Ownership86,654 shares
Latest Disclosed Value $ 25,490,141
Westpac Banking Corp reports 1.99% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Westpac Banking Corp filed a 13F-HR form disclosing ownership of 86,654 shares of JPMorgan Chase & Co. (MX:JPM) valued at $25,490,141 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 88,416 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.99% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 86,654 -1,762 -1.99 25,490 -10.53 0.8878
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 88,416 -2,863 -3.14 28,489 -1.05 1.7996
2025-11-14 2025-09-30 13F/A-1 JPMORGAN CHASE & CO USD 1 COM 46625H100 91,279 -149 -0.16 28,792 8.63 1.7844
2025-11-12 2025-09-30 13F JPMORGAN CHASE & CO USD 1 COM 46625H100 91,279 -149 28,792 0.7226
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 91,428 27,680 43.42 26,506 69.50 1.7719
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 63,748 -3,544 -5.27 15,637 -3.06 1.1505
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 67,292 -395 -0.58 16,131 13.02 1.0704
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 67,687 3,410 5.31 14,272 9.78 0.9568
2024-08-14 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 64,277 4,711 7.91 13,001 8.96 1.0310
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,441 -56,125 13,001 0.4470
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 59,566 8,307 16.21 11,931 36.84 0.9090
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 51,259 -24,342 -32.20 8,719 -20.47 0.7188
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 75,601 37,216 96.95 10,964 96.40 0.8203
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 38,385 -306,514 -88.87 5,583 -87.58 0.3940
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 344,899 33,189 10.65 44,944 7.52 0.6042
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 311,710 -11,648 -3.60 41,800 23.71 0.6179
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 323,358 -9,411 -2.83 33,791 -9.83 0.5151
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 332,769 -24,103 -6.75 37,473 -22.97 0.4882
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 356,872 -55,912 -13.55 48,649 -25.57 0.5581
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 412,784 -4,826 -1.16 65,364 -4.38 0.6771
2021-10-27 2021-09-30 13F JPMORGAN CHASE SHS 46625H100 417,610 -70,469 -14.44 68,359 -9.95 0.7307
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 488,079 -87,125 -15.15 75,916 -13.30 0.7622
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 575,204 -191,646 -24.99 87,563 -10.14 0.9662
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 766,850 188,510 32.60 97,444 75.02 1.1059
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 578,340 164,796 39.85 55,677 43.14 0.7544
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 413,544 -97,659 -19.10 38,898 -15.48 0.5798
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 511,203 -35,915 -6.56 46,024 -39.66 0.7930
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 547,118 -141,857 -20.59 76,268 -5.94 0.9817
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 688,975 59,412 9.44 81,085 15.20 1.1274
2019-08-01 2019-06-30 13F JPMORGAN CHASE COM 46625H100 629,563 41,106 6.99 70,385 18.16 1.0749
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 588,457 27,450 4.89 59,570 8.77 0.9834
2019-02-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 561,007 -122,515 -17.92 54,766 -28.99 0.9333
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 683,522 19,625 2.96 77,129 11.49 1.3223
2018-07-18 2018-06-30 13F JPMORGAN CHASE COM 46625H100 663,897 -27,100 -3.92 69,178 -8.96 1.3292
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 690,997 122,198 21.48 75,989 24.92 1.5175
2018-01-18 2017-12-31 13F JPMORGAN CHASE COM 46625H100 568,799 82,369 16.93 60,827 30.93 1.3821
2017-10-30 2017-09-30 13F JPMORGAN CHASE COM 46625H100 486,430 -528,878 -52.09 46,459 -49.94 1.0229
2017-08-09 2017-06-30 13F JPMORGAN CHASE COM 46625H100 1,015,308 -367,975 -26.60 92,799 -23.63 2.0430
2017-05-18 2017-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,383,283 182,472 15.20 121,508 16.62 0.9738
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 1,047,445 65,306
2017-02-09 2016-12-31 13F JPMORGAN CHASE COM 46625H100 1,200,811 -71,791 -5.64 104,191 22.95 0.9826
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 1,272,602 218,055 20.68 84,743 30.33 0.9154
2016-08-10 2016-06-30 13F JPMORGAN CHASE COM 46625H100 1,054,547 2,108 0.20 65,023 4.33 0.7118
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 1,052,439 -112,178 -9.63 62,325 -18.95 0.6775
2016-02-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 1,164,617 96,137 9.00 76,900 18.04 0.8507
2015-11-16 2015-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,068,480 -202,204 -15.91 65,145 -24.34 0.7170
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 1,068,480 65,145
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 1,270,684 -141,897 -10.05 86,102 -3.65 0.8421
2015-05-12 2015-03-31 13F JPMORGAN CHASE COM 46625H100 1,412,581 45,136 3.30 89,359 4.42 0.7763
2015-02-11 2014-12-31 13F JPMORGAN CHASE COM 46625H100 1,367,445 -32,617 -2.33 85,575 1.46 0.8141
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 1,400,062 -8,789 -0.62 84,340 3.90 0.8220
2014-08-11 2014-06-30 13F JPMORGAN CHASE COM 46625H100 1,408,851 -32,452 -2.25 81,178 -7.23 0.7821
2014-05-12 2014-03-31 13F JPMORGAN CHASE COM 46625H100 1,441,303 257,013 21.70 87,502 26.34 0.9319
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 1,184,290 -154,915 -11.57 69,256 0.05 0.7923
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 1,339,205 137,880 11.48 69,224 17.23 0.8654
2013-08-14 2013-06-30 13F JPMORGAN CHASE COM 46625H100 1,201,325 1,201,325 59,048 0.9026
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.