JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership18,968,884 shares
Latest Disclosed Value $ 5,578,787,601
Dimensional Fund Advisors Lp reports 3.31% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 18,968,884 shares of JPMorgan Chase & Co. (US:JPM) valued at $5,579,886,917 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 18,361,596 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.31% during the quarter. The current value of the position is $5,706,788,751 USD.

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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 18,968,884 607,288 3.31 5,578,788 -5.71 0.2498
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 18,361,596 -331,475 -1.77 5,916,635 0.34 1.2411
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,693,071 -587,251 -3.05 5,896,362 5.49 1.2653
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,280,322 -818,451 -4.07 5,589,402 13.39 1.2941
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 20,098,773 -1,193,576 -5.61 4,929,517 -3.42 1.2253
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 21,292,349 -560,532 -2.57 5,104,004 10.77 1.2258
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 21,852,881 -844,082 -3.72 4,607,664 0.38 1.1176
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 22,696,963 1,040,594 4.81 4,590,412 5.82 1.1990
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 21,656,369 317,665 1.49 4,337,771 19.51 1.1744
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 21,338,704 695,502 3.37 3,629,757 21.23 1.0599
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 20,643,202 1,112,224 5.69 2,994,092 5.41 0.9820
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 19,530,978 -341,964 -1.72 2,840,429 9.69 0.9053
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 19,872,942 -1,525,538 -7.13 2,589,479 90,157.16 0.8723
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 21,398,480 313,922 1.49 2,869 -99.87 0.8478
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 21,084,558 1,058,790 5.29 2,203,621 -2.29 0.8460
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 20,025,768 665,133 3.44 2,255,246 -14.57 0.8090
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 19,360,635 877,422 4.75 2,639,810 -9.81 0.8132
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 18,483,213 -908,781 -4.69 2,926,785 -7.81 0.8849
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 19,391,994 -78,565 -0.40 3,174,604 4.83 1.0226
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 19,470,559 -886,563 -4.36 3,028,193 -2.29 0.9588
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 20,357,122 22,106 0.11 3,099,287 19.95 1.0251
2021-03-08 2020-12-31 13F/A-2 JPMORGAN CHASE COM 46625H100 20,335,016 -259,251 -1.26 2,583,735 30.34 0.9330
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 20,335,016 -259,251 2,583,735 933,107.7490
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 20,594,267 -97,257 -0.47 1,982,355 1.87 0.8406
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 20,691,524 -265,104 -1.27 1,946,028 3.11 0.8553
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 20,956,628 -1,963,638 -8.57 1,887,269 -40.93 0.9832
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 22,920,266 -273,307 -1.18 3,194,957 17.04 1.1644
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 23,193,573 -985,750 -4.08 2,729,701 1.00 1.0607
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 24,179,323 1,012,883 4.37 2,702,715 15.25 1.0494
2019-08-12 2019-03-31 13F/A-2 JPMORGAN CHASE COM 46625H100 23,166,440 1,960,254 9.24 2,345,115 13.28 0.9340
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 23,166,440 1,960,254 2,345,115
2019-02-26 2018-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 21,206,186 -1,460,911 -6.45 2,070,119 -19.08 0.9378
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 21,206,186 -1,460,911 2,070,119
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 22,667,097 -3,764,496 -14.24 2,558,103 -7.13 0.9737
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 26,431,593 -1,337,774 -4.82 2,754,427 -9.80 1.0981
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 27,769,367 -256,842 -0.92 3,053,797 1.88 1.2727
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 28,026,209 -681,905 -2.38 2,997,450 9.32 1.2426
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 28,708,114 24,591 0.09 2,741,882 4.59 1.1982
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 28,683,523 176,306 0.62 2,621,677 4.69 1.2105
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 28,507,217 603,676 2.16 2,504,275 4.01 1.1969
2017-02-09 2016-12-31 13F JPMORGAN CHASE COM 46625H100 27,903,541 340,065 1.23 2,407,756 31.19 1.2026
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 27,563,476 710,804 2.65 1,835,254 10.00 0.9920
2016-08-09 2016-06-30 13F JPMORGAN CHASE COM 46625H100 26,852,672 1,535,953 6.07 1,668,461 11.28 0.9600
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 25,316,719 643,691 2.61 1,499,340 -7.97 0.8975
2016-02-10 2015-12-31 13F JPMORGAN CHASE COM 46625H100 24,673,028 177,169 0.72 1,629,271 9.10 1.0155
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 24,495,859 1,351,352 5.84 1,493,436 -4.77 0.9803
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 23,144,507 192,089 0.84 1,568,273 12.79 0.9603
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 22,952,418 -349,381 -1.50 1,390,413 -4.66 0.8780
2015-02-06 2014-12-31 13F JPMORGAN CHASE COM 46625H100 23,301,799 1,080,138 4.86 1,458,398 8.94 0.9578
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 22,221,661 -256,225 -1.14 1,338,702 3.37 0.9485
2014-08-08 2014-06-30 13F JPMORGAN CHASE COM 46625H100 22,477,886 1,554,003 7.43 1,295,114 1.97 0.9003
2014-05-14 2014-03-31 13F JPMORGAN CHASE COM 46625H100 20,923,883 3,078,170 17.25 1,270,137 21.72 0.9491
2014-02-12 2013-12-31 13F JPMORGAN CHASE COM 46625H100 17,845,713 684,832 3.99 1,043,478 17.64 0.8131
2013-11-13 2013-09-30 13F JPMORGAN CHASE COM 46625H100 17,160,881 1,986,160 13.09 887,038 10.71 0.7677
2013-08-15 2013-06-30 13F JPMORGAN CHASE COM 46625H100 15,174,721 15,174,721 801,203 0.7545
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.