JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionJanus Henderson Group Plc
Latest Disclosed Ownership4,175,138 shares
Latest Disclosed Value $ 1,228,093,603
Janus Henderson Group Plc reports 0.44% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 18, 2026 - Janus Henderson Group Plc filed a 13F-HR/A form disclosing ownership of 4,175,138 shares of JPMorgan Chase & Co. (CH:JPM) valued at $1,228,093,603 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,193,611 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.44% 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)
2026-05-18 2026-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,175,138 -18,473 -0.44 1,228,094 -9.09 0.2070
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,175,138 -18,473 1,228,094 0.2278
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,193,611 -170,092 -3.90 1,350,881 -1.85 0.6049
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,363,703 -42,797 -0.97 1,376,408 7.75 0.6284
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,406,500 -70,361 -1.57 1,277,409 17.50 0.6261
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,476,861 294,700 7.05 1,087,201 8.44 0.5959
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,182,161 -657,943 -13.59 1,002,619 -1.76 0.5096
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,840,104 -2,031,102 -29.56 1,020,538 -26.57 0.5223
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,871,206 -155,285 -2.21 1,389,829 -1.25 0.7443
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,026,491 -836,538 -10.64 1,407,399 5.22 0.7677
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,863,029 -123,625 -1.55 1,337,604 15.49 0.7978
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,986,654 -286,849 -3.47 1,158,249 -3.74 0.7585
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,273,503 -737,627 -8.19 1,203,259 2.47 0.7483
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,011,130 453,625 5.30 1,174,214 2.32 0.7742
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,557,505 2,780,896 48.14 1,147,571 90.09 0.8198
2023-01-13 2022-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,776,609 873,540 17.82 603,710 9.34 0.4523
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,776,609 873,540 603,710 0.1534
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,903,069 1,445,755 41.82 552,150 17.15 0.3807
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,457,314 -113,275 -3.17 471,299 -16.64 0.2276
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,570,589 -297,656 -7.69 565,396 -10.71 0.2358
2021-11-16 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,868,245 -323,710 -7.72 633,210 -2.88 0.2769
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,191,955 125,741 3.09 651,972 5.32 0.2791
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,066,214 -339,459 -7.71 619,068 10.60 0.2826
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,405,673 340,886 8.39 559,726 43.05 0.2601
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,064,787 403,457 11.02 391,291 13.64 0.2040
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,661,330 -191,977 -4.98 344,338 -0.76 0.1933
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,853,307 -260,509 -6.33 346,975 -39.49 0.2388
2020-02-18 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,113,816 -365,588 -8.16 573,453 8.78 0.2936
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,479,404 -273,737 -5.76 527,172 -0.79 0.2856
2019-07-31 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,753,141 -102,163 -2.10 531,379 8.11 0.2894
2019-04-30 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,855,304 -82,667 -1.67 491,531 1.94 0.2724
2019-02-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,937,971 -198,456 -3.86 482,156 -16.81 0.3075
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 5,136,427 3,803 0.07 579,589 8.34 0.3097
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 5,132,624 278,726 5.74 534,958 0.23 0.3049
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 4,853,898 -99,738 -2.01 533,757 0.71 0.3145
2018-03-12 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,953,636 -652,055 -11.63 530,007 -1.00 0.3264
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,953,636 -652,055 530,007
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 5,605,691 51,872 0.93 535,371 5.46 0.3431
2017-08-17 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,553,819 4,654,113 517.29 507,632 542.29 0.3460
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 5,553,819 4,654,113 507,632
2017-05-03 2017-03-31 13F JPMORGAN CHASE COM 46625H100 899,706 -37,655 -4.02 79,035 -2.34 0.5549
2017-01-30 2016-12-31 13F JPMORGAN CHASE COM 46625H100 937,361 -43,730 -4.46 80,926 23.88 0.5969
2016-10-24 2016-09-30 13F JPMORGAN CHASE COM 46625H100 981,091 -37,448 -3.68 65,326 3.17 0.4814
2016-07-29 2016-06-30 13F JPMORGAN CHASE COM 46625H100 1,018,539 -74,910 -6.85 63,317 -2.23 0.5265
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 1,093,449 -84,694 -7.19 64,759 -16.75 0.5253
2016-02-03 2015-12-31 13F JPMORGAN CHASE COM 46625H100 1,178,143 244,780 26.23 77,787 36.75 0.6242
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 933,363 -7,630 -0.81 56,884 -10.79 0.5011
2015-08-17 2015-06-30 13F JPMORGAN CHASE COM 46625H100 940,993 -5,425 -0.57 63,767 11.14 0.5011
2015-06-02 2015-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 946,418 -142,858 -13.11 57,376 -15.85 0.4426
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 946,418 57,376
2015-02-12 2014-12-31 13F JPMORGAN CHASE COM 46625H100 1,089,276 111,098 11.36 68,183 15.70 0.4916
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 978,178 -24,633 -2.46 58,930 2.05 0.5543
2014-08-13 2014-06-30 13F JPMORGAN CHASE COM 46625H100 1,002,811 35,164 3.63 57,747 -1.71 0.5392
2014-05-08 2014-03-31 13F JPMORGAN CHASE COM 46625H100 967,647 137,750 16.60 58,751 21.07 0.5720
2014-01-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 829,897 4,114 0.50 48,528 13.68 0.4903
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 825,783 15,409 1.90 42,689 0.35 0.4709
2013-08-15 2013-06-30 13F JPMORGAN CHASE COM 46625H100 810,374 810,374 42,541 0.4973
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.