JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLsv Asset Management
Latest Disclosed Ownership582,192 shares
Latest Disclosed Value $ 171,258
Lsv Asset Management reports 4.89% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 582,192 shares of JPMorgan Chase & Co. (MX:JPM) valued at $171,258 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 612,122 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.89% 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)
2026-05-11 2026-03-31 13F JPMorgan Chase COM 46625H100 582,192 -29,930 -4.89 171 -13.20 0.3691
2026-02-06 2025-12-31 13F JPMorgan Chase COM 46625H100 612,122 -24,800 -3.89 197 -1.50 0.4301
2025-11-06 2025-09-30 13F JPMorgan Chase COM 46625H100 636,922 -52,778 -7.65 201 0.50 0.4436
2025-08-11 2025-06-30 13F JPMorgan Chase COM 46625H100 689,700 -20,836 -2.93 200 14.37 0.4681
2025-05-09 2025-03-31 13F JPMorgan Chase COM 46625H100 710,536 -29,332 -3.96 174 -1.69 0.4183
2025-02-13 2024-12-31 13F JPMorgan Chase COM 46625H100 739,868 -35,032 -4.52 177 8.59 0.4094
2024-11-12 2024-09-30 13F JPMorgan Chase COM 46625H100 774,900 -55,600 -6.69 163 -2.40 0.3502
2024-08-06 2024-06-30 13F JPMorgan Chase COM 46625H100 830,500 -25,400 -2.97 168 -2.34 0.3680
2024-05-06 2024-03-31 13F JPMorgan Chase COM 46625H100 855,900 -5,600 -0.65 171 17.12 0.3547
2024-02-06 2023-12-31 13F JPMorgan Chase COM 46625H100 861,500 44,700 5.47 147 23.73 0.3198
2023-11-03 2023-09-30 13F JPMorgan Chase COM 46625H100 816,800 -33,500 -3.94 118 -4.07 0.2755
2023-08-02 2023-06-30 13F JPMorgan Chase COM 46625H100 850,300 -1,270 -0.15 124 11.82 0.2727
2023-05-02 2023-03-31 13F JPMorgan Chase COM 46625H100 851,570 16,320 1.95 111 -1.79 0.2489
2023-02-08 2022-12-31 13F JPMorgan Chase COM 46625H100 835,250 797,950 2,139.28 112 -97.13 0.2470
2022-11-07 2022-09-30 13F/A-1 JPMorgan Chase COM 46625H100 37,300 0 0.00 3,898 -7.19 0.0092
2022-11-04 2022-09-30 13F JPMorgan Chase COM 46625H100 37,300 0 4,200 0.0091
2022-08-10 2022-06-30 13F JPMorgan Chase COM 46625H100 37,300 0 0.00 4,200 -17.40 0.0091
2022-05-12 2022-03-31 13F JPMorgan Chase COM 46625H100 37,300 9,800 35.64 5,085 16.76 0.0093
2022-01-28 2021-12-31 13F JPMorgan Chase COM 46625H100 27,500 -35,660 -56.46 4,355 -57.87 0.0077
2021-11-04 2021-09-30 13F JPMorgan Chase COM 46625H100 63,160 -600 -0.94 10,338 4.25 0.0187
2021-08-04 2021-06-30 13F JPMorgan Chase COM 46625H100 63,760 -31,240 -32.88 9,917 -31.42 0.0169
2021-04-30 2021-03-31 13F JPMorgan Chase COM 46625H100 95,000 -3,749,466 -97.53 14,461 -97.04 0.0247
2021-02-08 2020-12-31 13F JPMorgan Chase COM 46625H100 3,844,466 -757,000 -16.45 488,516 10.28 0.8879
2020-10-23 2020-09-30 13F JPMorgan Chase COM 46625H100 4,601,466 -1,835,783 -28.52 442,983 -26.84 0.9062
2020-08-05 2020-06-30 13F JPMorgan Chase COM 46625H100 6,437,249 -1,948,164 -23.23 605,487 -19.80 1.2553
2020-05-07 2020-03-31 13F JPMorgan Chase COM 46625H100 8,385,413 -477,650 -5.39 754,938 -38.90 1.8241
2020-02-10 2019-12-31 13F JPMorgan Chase COM 46625H100 8,863,063 -502,163 -5.36 1,235,510 12.10 1.9255
2019-11-07 2019-09-30 13F JPMorgan Chase COM 46625H100 9,365,226 -544,070 -5.49 1,102,193 -0.51 1.8223
2019-08-08 2019-06-30 13F/A-1 JPMorgan Chase COM 46625H100 9,909,296 -339,527 -3.31 1,107,859 6.78 1.7848
2019-08-07 2019-06-30 13F JPMorgan Chase COM 46625H100 10,248,823 0 1,037,488
2019-05-07 2019-03-31 13F JPMorgan Chase COM 46625H100 10,248,823 -355,032 -3.35 1,037,488 0.23 1.6620
2019-02-05 2018-12-31 13F JPMorgan Chase COM 46625H100 10,603,855 -188,840 -1.75 1,035,148 -15.00 1.8389
2018-11-06 2018-09-30 13F JPMorgan Chase COM 46625H100 10,792,695 -641,580 -5.61 1,217,847 2.22 1.8216
2018-08-08 2018-06-30 13F JPMorgan Chase COM 46625H100 11,434,275 -266,965 -2.28 1,191,451 -7.41 1.8636
2018-05-04 2018-03-31 13F JPMorgan Chase COM 46625H100 11,701,240 -102,626 -0.87 1,286,785 1.94 2.0438
2018-01-31 2017-12-31 13F JPMorgan Chase COM 46625H100 11,803,866 -541,502 -4.39 1,262,305 7.06 1.9925
2017-11-13 2017-09-30 13F JPMorgan Chase COM 46625H100 12,345,368 -23,383 -0.19 1,179,106 4.30 1.9449
2017-08-09 2017-06-30 13F JPMorgan Chase COM 46625H100 12,368,751 15,857 0.13 1,130,503 4.19 2.0134
2017-05-01 2017-03-31 13F JPMorgan Chase COM 46625H100 12,352,894 -638,870 -4.92 1,085,078 -3.21 1.9775
2017-02-07 2016-12-31 13F JPMorgan Chase COM 46625H100 12,991,764 -853,637 -6.17 1,121,059 21.59 2.0631
2016-11-07 2016-09-30 13F JPMorgan Chase COM 46625H100 13,845,401 -126,375 -0.90 921,965 6.19 1.8108
2016-08-05 2016-06-30 13F JPMorgan Chase COM 46625H100 13,971,776 -270,647 -1.90 868,206 2.94 1.7762
2016-05-10 2016-03-31 13F JPMorgan Chase COM 46625H100 14,242,423 62,129 0.44 843,436 -9.92 1.7673
2016-02-03 2015-12-31 13F JPMorgan Chase COM 46625H100 14,180,294 -107,733 -0.75 936,324 7.48 2.0325
2015-11-05 2015-09-30 13F JPMorgan Chase COM 46625H100 14,288,027 -408,680 -2.78 871,140 -12.52 1.9540
2015-08-07 2015-06-30 13F JPMorgan Chase COM 46625H100 14,696,707 -4,390 -0.03 995,848 11.82 2.0648
2015-05-06 2015-03-31 13F JPMorgan Chase COM 46625H100 14,701,097 14,701,097 0.00 890,592 1.8488
2015-02-04 2014-12-31 13F JPMorgan Chase COM 46625H100 0 -14,947,730 -100.00 0 -100.00
2014-11-12 2014-09-30 13F JPMorgan Chase COM 46625H100 14,947,730 404,050 2.78 900,451 7.45 1.9724
2014-08-06 2014-06-30 13F JPMorgan Chase COM 46625H100 14,543,680 -81,720 -0.56 838,006 -5.62 1.8581
2014-04-29 2014-03-31 13F JPMorgan Chase COM 46625H100 14,625,400 -647,079 -4.24 887,908 -0.59 2.0692
2014-02-05 2013-12-31 13F JPMorgan Chase COM 46625H100 15,272,479 -363,921 -2.33 893,134 10.50 2.0984
2013-11-08 2013-09-30 13F JPMorgan Chase COM 46625H100 15,636,400 -318,148 -1.99 808,245 -4.04 2.0704
2013-08-12 2013-06-30 13F JPMorgan Chase COM 46625H100 15,954,548 15,954,548 842,240 2.2490
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.