Vanguard Group Inc ownership in CMC / JPMorgan Chase & Co.

JPMorgan Chase & Co.

DE ˙ XTRA ˙ US46625H1005

257,55 € ↑2,65 (1,04%)

2026-06-02
AKTIENPREIS

Security	DE:CMC / JPMorgan Chase & Co.
Institution	Vanguard Group Inc
Latest Disclosed Ownership	272,410,990 shares
Ownership	9.42%

2024-02-13 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 272,410,990 shares of JPMorgan Chase & Co. (DE:CMC). This represents 9.42 percent ownership of the company. In their previous filing dated 2023-02-09 , Vanguard Group Inc had reported owning 274,622,643 shares, indicating a decrease of -0.81 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-02-13	2024-02-13	13G/A	274,622,643	272,410,990	-0.81	9.42	0.64
2023-02-09	2023-02-09	13G/A	260,062,354	274,622,643	5.60	9.36	6.36
2022-02-09	2022-02-09	13G/A	243,407,749	260,062,354	6.84	8.80	10.14
2021-02-10	2021-02-10	13G/A	246,807,787	243,407,749	-1.38	7.99	1.65
2020-02-12	2020-02-12	13G/A	259,207,050	246,807,787	-4.78	7.86	0.90
2019-02-11	2019-02-11	13G/A	251,812,585	259,207,050	2.94	7.79	7.45
2018-02-09	2018-02-09	13G/A	237,846,805	251,812,585	5.87	7.25	9.19
2017-02-10	2017-02-10	13G/A	217,513,853	237,846,805	9.35	6.64	12.54
2016-02-10	2016-02-10	13G/A		217,513,853		5.90
2015-02-10	2015-02-10	13G		202,761,481		5.42

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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.

Upgrade to unlock premium data and export to Excel Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	JPMORGAN CHASE	COM	46625H100	265,758,185	-136,410	-0.05	85,632,602	2.10	1.2415
2025-11-07	2025-09-30	13F	JPMORGAN CHASE	COM	46625H100	265,894,595	-6,059,595	-2.23	83,871,132	6.38	1.2555
2025-08-11	2025-06-30	13F	JPMORGAN CHASE	COM	46625H100	271,954,190	-842,398	-0.31	78,842,239	17.82	1.2762
2025-05-09	2025-03-31	13F	JPMORGAN CHASE	COM	46625H100	272,796,588	412,541	0.15	66,917,003	2.49	1.2098
2025-02-11	2024-12-31	13F	JPMORGAN CHASE	COM	46625H100	272,384,047	233,647	0.09	65,293,180	13.78	1.1373
2024-11-13	2024-09-30	13F	JPMORGAN CHASE	COM	46625H100	272,150,400	786,963	0.29	57,385,633	4.55	1.0276
2024-08-13	2024-06-30	13F	JPMORGAN CHASE	COM	46625H100	271,363,437	286,367	0.11	54,885,969	1.09	1.0544
2024-05-10	2024-03-31	13F	JPMORGAN CHASE	COM	46625H100	271,077,070	-1,348,934	-0.50	54,296,737	17.17	1.0755
2024-03-11	2023-12-31	13F/A-1	JPMORGAN CHASE	COM	46625H100	272,426,004	74,940	0.03	46,339,663	17.33	1.0123
2024-02-14	2023-12-31	13F	JPMORGAN CHASE	COM	46625H100	272,425,885	74,821		46,339,643		1.0141
2023-12-18	2023-09-30	13F/A-1	JPMORGAN CHASE	COM	46625H100	272,351,064	-1,100,475	-0.40	39,496,351	-0.69	0.9702
2023-11-14	2023-09-30	13F	JPMORGAN CHASE	COM	46625H100	272,351,064	-1,100,475		39,496,351		0.9702
2023-08-14	2023-06-30	13F	JPMORGAN CHASE	COM	46625H100	273,451,539	-1,922,011	-0.70	39,770,792	10.83	0.9430
2023-07-14	2023-03-31	13F/A-1	JPMORGAN CHASE	COM	46625H100	275,373,550	750,907	0.27	35,883,927	-2.56	0.9137
2023-05-15	2023-03-31	13F	JPMORGAN CHASE	COM	46625H100	275,358,749	736,106		35,881,999		0.9139
2023-02-10	2022-12-31	13F	JPMORGAN CHASE	COM	46625H100	274,622,643	2,082,860	0.76	36,826,896	29.31	1.0027
2022-11-14	2022-09-30	13F	JPMORGAN CHASE	COM	46625H100	272,539,783	2,918,554	1.08	28,480,408	-6.20	0.8377
2022-08-12	2022-06-30	13F	JPMORGAN CHASE	COM	46625H100	269,621,229	2,766,655	1.04	30,362,048	-16.54	0.8535
2022-05-13	2022-03-31	13F	JPMORGAN CHASE	COM	46625H100	266,854,574	6,792,220	2.61	36,377,615	-11.66	0.8605
2022-02-14	2021-12-31	13F	JPMORGAN CHASE	COM	46625H100	260,062,354	-532,155	-0.20	41,180,874	-3.46	0.9350
2021-11-12	2021-09-30	13F	JPMORGAN CHASE	COM	46625H100	260,594,509	-2,781,637	-1.06	42,656,714	4.13	1.0595
2021-08-13	2021-06-30	13F	JPMORGAN CHASE	COM	46625H100	263,376,146	308,017	0.12	40,965,526	2.29	1.0195
2021-05-14	2021-03-31	13F	JPMORGAN CHASE	COM	46625H100	263,068,129	19,660,380	8.08	40,046,861	29.48	1.0833
2021-02-12	2020-12-31	13F	JPMORGAN CHASE	COM	46625H100	243,407,749	843,422	0.35	30,929,822	32.45	0.8972
2020-11-16	2020-09-30	13F	JPMORGAN CHASE	COM	46625H100	242,564,327	10,541,436	4.54	23,351,669	7.00	0.7728
2020-08-14	2020-06-30	13F	JPMORGAN CHASE	COM	46625H100	232,022,891	-12,874,549	-5.26	21,824,073	-1.02	0.7741
2020-05-15	2020-03-31	13F	JPMORGAN CHASE	COM	46625H100	244,897,440	-1,910,347	-0.77	22,048,117	-35.92	0.9396
2020-02-14	2019-12-31	13F	JPMORGAN CHASE	COM	46625H100	246,807,787	-3,665,048	-1.46	34,405,006	16.71	1.1733
2019-11-14	2019-09-30	13F	JPMORGAN CHASE	COM	46625H100	250,472,835	-2,077,644	-0.82	29,478,147	4.40	1.0932
2019-08-14	2019-06-30	13F	JPMORGAN CHASE	COM	46625H100	252,550,479	-8,614,426	-3.30	28,235,144	6.80	1.0623
2019-05-15	2019-03-31	13F	JPMORGAN CHASE	COM	46625H100	261,164,905	1,957,855	0.76	26,437,724	4.48	1.0372
2019-02-14	2018-12-31	13F	JPMORGAN CHASE	COM	46625H100	259,207,050	4,286,641	1.68	25,303,792	-12.03	1.1369
2018-12-13	2018-09-30	13F/A-2	JPMORGAN CHASE	COM	46625H100	254,920,409	66,051	0.03	28,765,220	8.32	1.1240
2018-11-23	2018-09-30	13F/A-1	JPMORGAN CHASE	COM	46625H100	254,920,409	0		28,765,220		1.1240
2018-11-14	2018-09-30	13F	JPMORGAN CHASE	COM	46625H100	254,920,409	66,051		28,765,220
2018-08-14	2018-06-30	13F	JPMORGAN CHASE	COM	46625H100	254,854,358	376,897	0.15	26,555,825	-5.11	1.1108
2018-05-15	2018-03-31	13F	JPMORGAN CHASE	COM	46625H100	254,477,461	2,664,876	1.06	27,984,886	3.92	1.2238
2018-02-14	2017-12-31	13F	JPMORGAN CHASE	COM	46625H100	251,812,585	21,102	0.01	26,928,838	11.98	1.1776
2017-11-14	2017-09-30	13F	JPMORGAN CHASE	COM	46625H100	251,791,483	1,903,861	0.76	24,048,606	5.29	1.1241
2017-08-24	2017-06-30	13F/A-1	JPMORGAN CHASE	COM	46625H100	249,887,622	3,717,683	1.51	22,839,729	5.62	1.1249
2017-08-11	2017-06-30	13F	JPMORGAN CHASE	COM	46625H100	249,887,622	3,717,683		22,839,729
2017-05-12	2017-03-31	13F	JPMORGAN CHASE	COM	46625H100	246,169,939	8,323,134	3.50	21,623,568	5.36	1.1116
2017-02-14	2016-12-31	13F	JPMORGAN CHASE	COM	46625H100	237,846,805	4,035,384	1.73	20,523,801	31.82	1.1449
2016-11-14	2016-09-30	13F	JPMORGAN CHASE	COM	46625H100	233,811,421	4,174,823	1.82	15,569,503	9.11	0.9146
2016-08-10	2016-06-30	13F	JPMORGAN CHASE	COM	46625H100	229,636,598	4,692,609	2.09	14,269,618	7.12	0.8862
2016-05-13	2016-03-31	13F	JPMORGAN CHASE	COM	46625H100	224,943,989	7,430,136	3.42	13,321,183	-7.25	0.8630
2016-02-08	2015-12-31	13F	JPMORGAN CHASE	COM	46625H100	217,513,853	4,179,909	1.96	14,362,439	10.42	0.9657
2015-11-12	2015-09-30	13F/A-1	JPMORGAN CHASE	COM	46625H100	213,333,944	1,903,213	0.90	13,006,971	-9.21	0.5523
2015-11-12	2015-09-30	13F	JPMORGAN CHASE	COM	46625H100	213,333,944			13,006,971
2015-08-13	2015-06-30	13F	JPMORGAN CHASE	COM	46625H100	211,430,731	2,069,893	0.99	14,326,547	12.96	0.9684
2015-05-15	2015-03-31	13F/A-1	JPMORGAN CHASE	COM	46625H100	209,360,838	6,599,357	3.25	12,683,080	-0.05	0.8602
2015-05-14	2015-03-31	13F	JPMORGAN CHASE	COM	46625H100	209,360,838			12,683,080
2015-02-12	2014-12-31	13F	JPMORGAN CHASE	COM	46625H100	202,761,481	7,373,845	3.77	12,688,813	7.81	0.9139
2014-11-12	2014-09-30	13F	JPMORGAN CHASE	COM	46625H100	195,387,636	3,413,338	1.78	11,770,151	6.41	0.9175
2014-08-11	2014-06-30	13F	JPMORGAN CHASE	COM	46625H100	191,974,298	4,191,872	2.23	11,061,560	-2.97	0.8715
2014-05-13	2014-03-31	13F	JPMORGAN CHASE	COM	46625H100	187,782,426	5,159,813	2.83	11,400,271	6.75	0.9588
2014-02-12	2013-12-31	13F	JPMORGAN CHASE	COM	46625H100	182,622,613	592,426	0.33	10,679,770	13.50	0.9392
2013-11-07	2013-09-30	13F	JPMORGAN CHASE	COM	46625H100	182,030,187	3,117,657	1.74	9,409,140	-0.38	0.9190
2013-08-13	2013-06-30	13F	JPMORGAN CHASE	COM	46625H100	178,912,530	178,912,530		9,444,792		0.9919

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.