AAON, Inc.
MX ˙ BMV ˙ US0003602069
SecurityMX:AAON / AAON, Inc.
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership827,480 shares
Latest Disclosed Value $ 64,725,502
Jpmorgan Chase & Co reports 4.15% decrease in ownership of AAON / AAON, Inc.

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 827,480 shares of AAON, Inc. (MX:AAON) valued at $64,725,502 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 863,299 shares of AAON, Inc.. This represents a change in shares of -4.15% 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)
2026-05-13 2026-03-31 13F/A-1 AAON COMMON 000360206 827,480 -35,819 -4.15 64,726 -1.67 0.0042
2026-02-11 2025-12-31 13F AAON COMMON 000360206 863,299 -323,286 -27.25 65,827 -40.63 0.0041
2025-11-26 2025-09-30 13F/A-1 AAON COMMON 000360206 1,186,585 -257,353 -17.82 110,875 4.12 0.0066
2025-11-07 2025-09-30 13F AAON COMMON 000360206 1,186,585 -257,353 110,875 0.0007
2025-08-12 2025-06-30 13F AAON COMMON 000360206 1,443,938 -1,501,216 -50.97 106,490 -53.72 0.0070
2025-05-12 2025-03-31 13F AAON COMMON 000360206 2,945,154 -39,024 -1.31 230,105 -34.48 0.0168
2025-02-12 2024-12-31 13F AAON COMMON 000360206 2,984,178 -276,348 -8.48 351,178 -0.12 0.0261
2024-12-26 2024-09-30 13F/A-1 AAON COMMON 000360206 3,260,526 150,207 4.83 351,615 29.58 0.0267
2024-11-08 2024-09-30 13F AAON COMMON 000360206 3,260,526 150,207 351,615 0.0268
2024-12-26 2024-06-30 13F/A-1 AAON COMMON 000360206 3,110,319 1,563,256 101.05 271,344 99.08 0.0222
2024-08-12 2024-06-30 13F AAON COMMON 000360206 3,110,319 1,563,256 271,344 0.0223
2024-12-26 2024-03-31 13F/A-1 AAON COMMON 000360206 1,547,063 35,402 2.34 136,296 22.06 0.0115
2024-05-10 2024-03-31 13F AAON COMMON 000360206 1,547,063 35,402 136,296 0.0115
2024-12-26 2023-12-31 13F/A-1 AAON COMMON 000360206 1,511,661 193,277 14.66 111,666 48.94 0.0107
2024-02-12 2023-12-31 13F AAON COMMON 000360206 1,511,661 193,277 111,666 0.0107
2023-11-14 2023-09-30 13F AAON COMMON 000360206 1,318,384 430,542 48.49 74,976 -10.93 0.0083
2023-08-11 2023-06-30 13F AAON COMMON 000360206 887,842 359,786 68.13 84,176 64.87 0.0091
2023-05-18 2023-03-31 13F/A-1 AAON COMMON 000360206 528,056 453,103 604.52 51,058 1,021,040.00 0.0062
2023-05-11 2023-03-31 13F AAON COMMON 000360206 473,870 398,917 51,058 0.0008
2023-02-13 2022-12-31 13F AAON COMMON 000360206 74,953 -8,541 -10.23 6 -99.89 0.0007
2022-11-14 2022-09-30 13F AAON COMMON 000360206 83,494 -13,766 -14.15 4,499 -15.53 0.0006
2022-08-11 2022-06-30 13F AAON COMMON 000360206 97,260 -15,696 -13.90 5,326 -15.39 0.0007
2022-05-11 2022-03-31 13F AAON COMMON 000360206 112,956 -23,396 -17.16 6,295 -41.88 0.0008
2022-02-11 2021-12-31 13F/A-1 AAON COMMON 000360206 136,352 10,158 8.05 10,831 31.35 0.0013
2022-02-10 2021-12-31 13F AAON COMMON 000360206 136,352 10,158 10,831 0.0012
2021-11-12 2021-09-30 13F AAON COMMON 000360206 126,194 93,059 280.85 8,246 297.59 0.0010
2021-08-12 2021-06-30 13F AAON COMMON 000360206 33,135 -85,348 -72.03 2,074 -75.00 0.0002
2021-05-12 2021-03-31 13F AAON COMMON 000360206 118,483 45,534 62.42 8,295 70.64 0.0011
2021-02-19 2020-12-31 13F/A-1 AAON COMMON 000360206 72,949 57,640 376.51 4,861 433.00 0.0007
2021-02-11 2020-12-31 13F AAON COMMON 000360206 72,949 57,640 4,861 120.2160
2020-11-12 2020-09-30 13F/A-1 AAON COMMON 000360206 15,309 -99,356 -86.65 912 -85.35 0.0002
2020-11-12 2020-09-30 13F AAON COMMON 000360206 15,309 912
2020-08-11 2020-06-30 13F AAON COMMON 000360206 114,665 24,254 26.83 6,225 42.48 0.0012
2020-05-12 2020-03-31 13F AAON COMMON 000360206 90,411 75,204 494.54 4,369 480.98 0.0010
2020-02-11 2019-12-31 13F AAON COMMON 000360206 15,207 1,742 12.94 752 21.49 0.0001
2019-11-12 2019-09-30 13F AAON COMMON 000360206 13,465 2,184 19.36 619 10.73 0.0001
2019-08-07 2019-06-30 13F AAON COMMON 000360206 11,281 1,256 12.53 559 20.73 0.0001
2019-05-07 2019-03-31 13F AAON COMMON 000360206 10,025 -517 -4.90 463 25.14 0.0001
2019-02-11 2018-12-31 13F AAON COMMON 000360206 10,542 983 10.28 370 2.49 0.0001
2018-11-13 2018-09-30 13F/A-1 AAON COMMON 000360206 9,559 -36,568 -79.28 361 -76.47 0.0001
2018-11-07 2018-09-30 13F AAON COMMON 000360206 9,559 -36,568 361
2018-08-14 2018-06-30 13F AAON COMMON 000360206 46,127 -11,600 -20.09 1,534 -31.85 0.0003
2018-05-10 2018-03-31 13F AAON COMMON 000360206 57,727 -6,873 -10.64 2,251 -5.06 0.0005
2018-02-13 2017-12-31 13F AAON COMMON 000360206 64,600 10,511 19.43 2,371 25.78 0.0005
2017-11-09 2017-09-30 13F AAON COMMON 000360206 54,089 54,089 1,885 0.0004
2017-08-09 2017-06-30 13F AAON COMMON 000360206 0 -28,231 -100.00 0 -100.00
2017-05-10 2017-03-31 13F AAON COMMON 000360206 28,231 -69,354 -71.07 998 -69.05 0.0002
2017-02-06 2016-12-31 13F AAON COMMON 000360206 97,585 17,204 21.40 3,225 39.19 0.0008
2016-11-04 2016-09-30 13F AAON COMMON 000360206 80,381 44,329 122.96 2,317 133.57 0.0006
2016-08-08 2016-06-30 13F AAON COMMON 000360206 36,052 36,052 0.00 992 0.0002
2014-08-14 2014-06-30 13F AAON COMMON 000360206 0 -8,047 -100.00 0 -100.00
2014-05-15 2014-03-31 13F AAON COMMON 000360206 8,047 -47,478 -85.51 224 -87.37 0.0001
2014-02-26 2013-12-31 13F/A-1 AAON COMMON 000360206 55,525 -6,802 -10.91 1,773 7.13 0.0005
2014-02-13 2013-12-31 13F AAON COMMON 000360206 55,525 1,773
2013-10-31 2013-09-30 13F AAON COMMON 000360206 62,327 10,742 20.82 1,655 -2.99 0.0005
2013-08-13 2013-06-30 13F AAON COMMON 000360206 51,585 51,585 1,706 0.0005
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.