JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWorldquant Millennium Advisors Llc
Latest Disclosed Ownership828,460 shares
Latest Disclosed Value $ 243,699,794
Worldquant Millennium Advisors Llc reports 14.10% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Worldquant Millennium Advisors Llc filed a 13F-HR form disclosing ownership of 828,460 shares of JPMorgan Chase & Co. (MX:JPM) valued at $243,699,794 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 726,074 shares of JPMorgan Chase & Co.. This represents a change in shares of 14.10% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 828,460 102,386 14.10 243,700 4.16 0.9397
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 726,074 -6,669 -0.91 233,956 1.22 0.9077
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 732,743 260,925 55.30 231,129 68.97 0.9984
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 471,818 -280,697 -37.30 136,785 -25.90 0.6795
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 752,515 -105,586 -12.30 184,592 -10.26 1.1632
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 858,101 567,305 195.09 205,695 235.46 1.3320
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 290,796 175,649 152.54 61,317 163.29 0.4487
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 115,147 60,522 110.80 23,290 112.86 0.2124
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 54,625 30,014 121.95 10,941 161.37 0.1350
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 24,611 -46,495 -65.39 4,186 -59.40 0.0586
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 71,106 -180,535 -71.74 10,312 -71.83 0.1592
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 251,641 88,263 54.02 36,599 174,176.19 0.6196
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 163,378 64,296 64.89 21 61.54 0.3941
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 99,082 -241,312 -70.89 13 -99.96 0.3026
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 340,394 47,562 16.24 35,571 7.87 0.8644
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 292,832 166,214 131.27 32,976 91.04 0.9439
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 126,618 15,587 14.04 17,261 -1.83 0.4207
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 111,031 66,405 148.80 17,582 140.68 0.3495
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 44,626 32,410 265.31 7,305 284.47 0.1598
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 12,216 -84,267 -87.34 1,900 -87.06 0.0420
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 96,483 0 0.00 14,688 19.80 0.3119
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 96,483 0 0.00 12,260 32.00 0.2680
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 96,483 19,569 25.44 9,288 28.38 0.2201
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 76,914 76,914 7,235 0.1665
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.