JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionAviva Plc
Latest Disclosed Ownership3,099,451 shares
Latest Disclosed Value $ 911,734,506
Aviva Plc reports 2.63% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Aviva Plc filed a 13F-HR form disclosing ownership of 3,099,451 shares of JPMorgan Chase & Co. (CH:JPM) valued at $911,734,506 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,020,078 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.63% 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 3,099,451 79,373 2.63 911,735 -6.31 1.5296
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,020,078 336,943 12.56 973,130 14.98 1.6410
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,683,135 450,677 20.19 846,341 30.77 1.5382
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,232,458 126,742 6.02 647,212 25.30 1.3366
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,105,716 253,907 13.71 516,532 16.36 1.2463
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,851,809 102,319 5.85 443,897 20.33 1.1529
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,749,490 28,170 1.64 368,897 5.96 0.9558
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,721,320 282,435 19.63 348,154 20.80 0.9651
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,438,885 32,980 2.35 288,209 20.52 0.9490
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,405,905 93,935 7.16 239,144 25.69 0.8573
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,311,970 38,411 3.02 190,262 2.72 0.8002
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,273,559 350,182 37.92 185,226 53.94 0.7543
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 923,377 -126,128 -12.02 120,325 -14.50 0.5448
2023-02-14 2022-12-31 13F/A-2 JPMORGAN CHASE COM 46625H100 1,049,505 197,532 23.19 140,739 58.08 0.6922
2023-02-10 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,049,505 197,532 5,450 0.0260
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,049,505 197,532 141 0.6762
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 851,973 -63,356 -6.92 89,031 -13.63 0.5131
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 915,329 4,774 0.52 103,075 -16.96 0.5485
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 910,555 -741,600 -44.89 124,127 -52.55 0.6206
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,652,155 1,525 0.09 261,619 -3.17 1.0968
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,650,630 297,390 21.98 270,191 28.37 1.2052
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,353,240 -12,568 -0.92 210,483 1.23 0.9233
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,365,808 -50,137 -3.54 207,917 15.56 1.0156
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,415,945 -90,744 -6.02 179,924 24.04 0.9358
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 1,506,689 -14,623 -0.96 145,049 1.37 0.8556
2020-08-13 2020-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,521,312 -449,751 -22.82 143,095 -19.36 0.8920
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 1,521,312 -449,751 143,095 433,209.9384
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 1,971,063 -57,170 -2.82 177,454 -37.24 1.2999
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,028,233 12,925 0.64 282,735 19.21 1.7124
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,015,308 -41,383 -2.01 237,182 3.15 1.6074
2019-07-30 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,056,691 -75,092 -3.52 229,938 6.55 1.5794
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,131,783 -209,115 -8.93 215,801 -5.57 1.4477
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,340,898 -372,227 -13.72 228,519 -25.36 1.7042
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,713,125 -136,876 -4.80 306,148 3.09 1.6785
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,850,001 213,725 8.11 296,970 2.43 1.7528
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,636,276 -145,078 -5.22 289,911 -2.53 1.7727
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,781,354 -328,005 -10.55 297,437 0.18 1.6840
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 3,109,359 26,449 0.86 296,913 5.35 1.5978
2017-08-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 3,082,910 160,019 5.47 281,840 9.76 1.5754
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 2,922,891 -112,740 -3.71 256,775 -2.03 1.4697
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 3,035,631 72,894 2.46 262,096 32.85 1.5655
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 2,962,737 90,490 3.15 197,289 10.48 1.2310
2016-08-05 2016-06-30 13F JPMORGAN CHASE COM 46625H100 2,872,247 273,504 10.52 178,568 16.03 1.2236
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 2,598,743 35,131 1.37 153,898 -9.08 1.1438
2016-02-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 2,563,612 100,332 4.07 169,275 12.71 1.2836
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 2,463,280 -348,648 -12.40 150,186 -21.18 1.2443
2015-08-06 2015-06-30 13F JPMORGAN CHASE COM 46625H100 2,811,928 -59,604 -2.08 190,536 9.53 1.3479
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 2,871,532 2,871,532 0.00 173,957 1.1921
2015-02-05 2014-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 0 -2,759,077 -100.00 0 -100.00
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 2,759,077 21,294 0.78 166,207 5.36 1.3156
2014-08-13 2014-06-30 13F JPMORGAN CHASE COM 46625H100 2,737,783 176,897 6.91 157,751 1.47 1.2060
2014-05-14 2014-03-31 13F JPMORGAN CHASE COM 46625H100 2,560,886 -49,293 -1.89 155,472 1.85 1.2599
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 2,610,179 -240,705 -8.44 152,644 3.58 1.2759
2013-11-13 2013-09-30 13F JPMORGAN CHASE COM 46625H100 2,850,884 194,859 7.34 147,362 5.10 1.2923
2013-08-01 2013-06-30 13F JPMORGAN CHASE COM 46625H100 2,656,025 2,656,025 140,211 1.4174
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.