JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership837,325 shares
Latest Disclosed Value $ 245,880,489
Mercer Global Advisors Inc /adv reports 10.04% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 837,325 shares of JPMorgan Chase & Co. (US:JPM) valued at $246,307,522 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 760,957 shares of JPMorgan Chase & Co.. This represents a change in shares of 10.04% during the quarter. The current value of the position is $261,555,210 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 837,325 76,368 10.04 245,880 -1.97 0.3638
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 760,957 61,414 8.78 250,824 13.67 0.3823
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 699,543 111,776 19.02 220,657 29.49 0.3683
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 587,767 12,293 2.14 170,404 20.76 0.3471
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 575,474 11,930 2.12 141,115 4.46 0.3237
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 563,544 -143,307 -20.27 135,087 -7.92 0.3296
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 706,851 66,363 10.36 146,702 31.49 0.3433
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 640,488 24,952 4.05 111,566 90,604.07 0.3042
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 615,536 117,301 23.54 123 46.43 0.3506
2024-02-15 2023-12-31 13F JPMORGAN CHASE COM 46625H100 498,235 99,210 24.86 85 47.37 0.2549
2023-11-15 2023-09-30 13F/A-1 JPMORGAN CHASE & COM 46625H100 399,025 7,189 1.83 58 1.79 0.2197
2023-11-14 2023-09-30 13F JPMORGAN CHASE & COM 46625H100 399,025 7,189 58 0.2197
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 391,836 49,081 14.32 57 27.27 0.2262
2023-05-16 2023-03-31 13F JPMORGAN CHASE COM 46625H100 342,755 6,233 1.85 45 -2.22 0.2029
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 336,522 34,068 11.26 45 -99.86 0.2260
2022-11-15 2022-09-30 13F JPMORGAN CHASE COM 46625H100 302,454 4,733 1.59 31,607 -5.73 0.1876
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 297,721 11,380 3.97 33,527 -14.11 0.2052
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 286,341 18,110 6.75 39,036 -8.09 0.2299
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 268,231 20,099 8.10 42,474 4.57 0.2623
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 248,132 7,712 3.21 40,618 8.62 0.2837
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 240,420 11,691 5.11 37,394 7.39 0.2876
2021-08-10 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 228,729 43,904 23.75 34,821 48.26 0.3167
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 174,089 -10,736 26,503 0.2537
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 184,825 -14,663 -7.35 23,486 22.29 0.2933
2020-12-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 199,488 8,506 4.45 19,205 6.91 0.2889
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 190,982 9,366 5.16 17,964 9.86 0.3262
2020-05-18 2020-03-31 13F JPMORGAN CHASE COM 46625H100 181,616 54,721 43.12 16,351 -7.56 0.3599
2020-02-13 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 126,895 7,405 6.20 17,689 25.79 0.3532
2019-11-12 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 119,490 24,879 26.30 14,062 32.94 0.3307
2019-08-14 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 94,611 6,653 7.56 10,578 18.80 0.2804
2019-04-23 2019-03-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 87,958 87,958 8,904 0.3202
2019-04-12 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 89,631 8,750 0.4663
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.