JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWoodline Partners LP
Latest Disclosed Ownership529,119 shares
Latest Disclosed Value $ 155,645,645
Woodline Partners LP reports 13.80% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Woodline Partners LP filed a 13F-HR/A form disclosing ownership of 529,119 shares of JPMorgan Chase & Co. (MX:JPM) valued at $155,645,645 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 464,973 shares of JPMorgan Chase & Co.. This represents a change in shares of 13.80% 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)
2026-05-15 2026-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 529,119 64,146 13.80 155,646 3.89 0.5886
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 529,119 64,146 155,646 0.5883
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 464,973 101,558 27.95 149,824 30.70 0.5805
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 363,415 62,802 20.89 114,632 31.53 0.5396
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 300,613 64,384 27.25 87,151 50.40 0.4604
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 236,229 67,156 39.72 57,947 42.98 0.3768
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 169,073 169,073 40,528 0.2740
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.