JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionArjuna Capital
Latest Disclosed Ownership32,701 shares
Latest Disclosed Value $ 9,619,327
Arjuna Capital reports 2.92% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Arjuna Capital filed a 13F-HR form disclosing ownership of 32,701 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,619,327 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 31,773 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.92% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 32,701 928 2.92 9,619 -6.04 2.4460
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 31,773 -424 -1.32 10,238 0.81 2.5082
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 32,197 176 0.55 10,156 9.39 2.5244
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 32,021 -1,518 -4.53 9,283 12.84 2.4470
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 33,539 -3,597 -9.69 8,227 -7.57 2.2772
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 37,136 -1,586 -4.10 8,902 9.03 2.3688
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 38,722 -448 -1.14 8,165 3.05 2.1147
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 39,170 560 1.45 7,923 2.44 2.1316
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 38,610 1,761 4.78 7,734 23.37 2.1926
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 36,849 -8,866 -19.39 6,268 -5.45 1.9619
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 45,715 628 1.39 6,630 1.10 2.3748
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 45,087 604 1.36 6,557 13.13 2.3232
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 44,483 812 1.86 5,797 -1.02 2.2740
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 43,671 1,166 2.74 5,856 31.83 2.7003
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 42,505 740 1.77 4,442 -5.55 2.1839
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 41,765 321 0.77 4,703 -16.76 2.2771
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 41,444 -8,731 -17.40 5,650 -28.89 2.3550
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 50,175 483 0.97 7,945 -2.32 2.9090
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 49,692 2,260 4.76 8,134 10.25 3.3054
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 47,432 781 1.67 7,378 3.89 3.1890
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 46,651 17,435 59.68 7,102 91.33 3.4922
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 29,216 19,421 198.27 3,712 293.64 2.0546
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 9,795 -16,641 -62.95 943 -62.08 0.5852
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 26,436 -7,945 -23.11 2,487 -19.64 1.7158
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 34,381 -759 -2.16 3,095 -36.82 2.5821
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 35,140 88 0.25 4,899 18.76 3.5466
2019-11-06 2019-09-30 13F JPMORGAN CHASE COM 46625H100 35,052 -3,745 -9.65 4,125 -4.91 3.5175
2019-08-21 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 38,797 379 0.99 4,338 11.55 3.1188
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 38,797 379 4,338
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 38,418 -3,245 -7.79 3,889 -4.38 3.0069
2019-01-31 2018-12-31 13F JPMORGAN CHASE COM 46625H100 41,663 -1,755 -4.04 4,067 -16.98 3.7041
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 43,418 267 0.62 4,899 8.96 3.6856
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 43,151 144 0.33 4,496 -4.93 3.6636
2018-04-24 2018-03-31 13F JPMORGAN CHASE COM 46625H100 43,007 8,847 25.90 4,729 29.46 3.9889
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 34,160 34,160 3,653 3.4206
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.