JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionZacks Investment Management
Latest Disclosed Ownership912,899 shares
Latest Disclosed Value $ 268,538,354
Zacks Investment Management reports 16.36% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Zacks Investment Management filed a 13F-HR form disclosing ownership of 912,899 shares of JPMorgan Chase & Co. (MX:JPM) valued at $268,538,354 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,091,509 shares of JPMorgan Chase & Co.. This represents a change in shares of -16.36% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 912,899 -178,610 -16.36 268,538 -23.65 1.4897
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,091,509 -135,538 -11.05 351,706 -9.13 2.7633
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,227,047 2,947 0.24 387,048 9.06 3.0834
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,224,100 2,058 0.17 354,879 18.39 3.0360
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,222,042 30,322 2.54 299,767 4.94 2.7988
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,191,720 -134,452 -10.14 285,667 2.16 2.6446
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,326,172 137,919 11.61 279,637 16.35 2.4259
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,188,253 49,020 4.30 240,336 5.32 2.7054
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,139,233 30,360 2.74 228,188 20.98 2.4334
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,108,873 -47,756 -4.13 188,619 12.45 2.3235
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,156,629 -1,325 -0.11 167,734 -0.40 2.1724
2023-08-15 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,157,954 5,225 0.45 168,413 12.12 2.1143
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,076,525 156,570
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,152,729 59,129 5.41 150,212 2.43 2.0133
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,093,600 73,026 7.16 146,652 37.51 2.0474
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,020,574 26,980 2.72 106,650 -4.68 1.7047
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 993,594 47,624 5.03 111,889 -13.23 1.7071
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 945,970 142,717 17.77 128,955 1.38 1.7896
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 803,253 14,738 1.87 127,195 -1.45 1.7885
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 788,515 11,205 1.44 129,072 6.76 2.0373
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 777,310 1,570 0.20 120,902 2.38 1.9569
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 775,740 -24,177 -3.02 118,091 16.18 2.1017
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 799,917 26,883 3.48 101,645 36.58 1.8759
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 773,034 -8,197 -1.05 74,420 1.28 1.5080
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 781,231 17,262 2.26 73,482 6.84 1.6158
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 763,969 -5,707 -0.74 68,780 -35.90 1.6870
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 769,676 -26,152 -3.29 107,293 14.55 2.0097
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 795,828 19,467 2.51 93,661 7.91 1.8770
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 776,361 5,742 0.75 86,797 11.26 1.7806
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 770,619 -5,091 -0.66 78,010 3.02 1.6733
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 775,710 -69,021 -8.17 75,725 -20.56 1.8262
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 844,731 -93,668 -9.98 95,319 -2.52 1.9894
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 938,399 -22,658 -2.36 97,781 -7.48 2.1278
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 961,057 -138,504 -12.60 105,688 -10.12 2.3471
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 1,099,561 14,378 1.32 117,587 13.45 2.5637
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 1,085,183 6,654 0.62 103,646 5.14 2.4270
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 1,078,529 -12,421 -1.14 98,578 2.87 2.4413
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 1,090,950 50,392 4.84 95,829 6.73 2.4373
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 1,040,558 -140,362 -11.89 89,790 14.18 2.5771
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 1,180,920 97,713 9.02 78,637 16.83 2.2245
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 1,083,207 15,339 1.44 67,311 6.44 2.0527
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 1,067,868 33,334 3.22 63,239 -7.42 2.0061
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 1,034,534 2,367 0.23 68,310 8.55 2.2329
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 1,032,167 -21,363 -2.03 62,931 -11.85 2.1930
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 1,053,530 25,465 2.48 71,387 14.62 2.2633
2015-05-12 2015-03-31 13F JPMORGAN CHASE COM 46625H100 1,028,065 231,026 28.99 62,280 24.86 1.9705
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 797,039 55,470 7.48 49,879 11.69 1.6169
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 741,569 50,179 7.26 44,659 12.10 1.5562
2014-08-12 2014-06-30 13F JPMORGAN CHASE COM 46625H100 691,390 36,030 5.50 39,838 0.13 1.4149
2014-05-13 2014-03-31 13F JPMORGAN CHASE COM 46625H100 655,360 52,165 8.65 39,787 12.79 1.4738
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 603,195 39,440 7.00 35,275 21.05 1.3908
2013-11-14 2013-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 563,755 37,355 7.10 29,141 4.87 1.2597
2013-11-13 2013-09-30 13F JPMORGAN CHASE COM 46625H100 180,528 29,141
2013-08-13 2013-06-30 13F JPMORGAN CHASE COM 46625H100 526,400 526,400 27,789 1.2753
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.