JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership6,687,348 shares
Latest Disclosed Value $ 1,967,150,200
Baird Financial Group, Inc. reports 1.69% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 6,687,348 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,967,150,200 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,576,161 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.69% 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 6,687,348 111,187 1.69 1,967,150 -7.16 1.6539
2026-02-13 2025-12-31 13F JPMORGAN CHASE CO. COM COMMON 46625H100 6,576,161 143,107 2.22 2,118,971 4.43 3.3030
2025-11-13 2025-09-30 13F JPMORGAN CHASE COMMON 46625H100 6,433,054 175,514 2.80 2,029,178 11.85 3.2631
2025-08-13 2025-06-30 13F JPMORGAN CHASE CO. COM COMMON 46625H100 6,257,540 151,170 2.48 1,814,124 21.11 3.1809
2025-05-15 2025-03-31 13F JPMORGAN CHASE CO. COM COMMON 46625H100 6,106,370 139,669 2.34 1,497,893 4.73 2.8841
2025-02-14 2024-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 5,966,701 101,758 1.74 1,430,278 15.65 2.7354
2024-11-14 2024-09-30 13F JPMORGAN CHASE COMMON 46625H100 5,864,943 24,174 0.41 1,236,682 4.68 2.4016
2024-08-14 2024-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 5,840,769 137,538 2.41 1,181,354 3.41 2.4506
2024-05-14 2024-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 5,703,231 96,062 1.71 1,142,357 19.77 2.3954
2024-02-14 2023-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 5,607,169 329,139 6.24 953,779 24.61 2.1737
2023-11-13 2023-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 5,278,030 80,821 1.56 765,420 1.26 2.0878
2023-08-11 2023-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 5,197,209 -1,224,922 -19.07 755,882 -9.68 1.9950
2023-05-15 2023-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 6,422,131 221,738 3.58 836,868 100,606.02 2.0643
2023-02-13 2022-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 6,200,393 646,762 11.65 831 -99.86 2.1895
2022-11-15 2022-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 5,553,631 12,350 0.22 580,355 -6.99 1.7100
2022-08-08 2022-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 5,541,281 138,716 2.57 624,004 -15.27 1.7322
2022-05-13 2022-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 5,402,565 -148,842 -2.68 736,477 -16.22 1.8199
2022-02-09 2021-12-31 13F JPMORGAN CHASE CO COM COMMON 46625H100 5,551,407 104,357 1.92 879,065 -1.41 2.0551
2021-11-12 2021-09-30 13F JPMORGAN CHASE CO COM COMMON 46625H100 5,447,050 93,948 1.76 891,627 7.09 2.2804
2021-08-11 2021-06-30 13F JPMORGAN CHASE CO COM COMMON 46625H100 5,353,102 20,185 0.38 832,622 2.56 2.1641
2021-05-13 2021-03-31 13F JPMORGAN CHASE CO COM COMMON 46625H100 5,332,917 120,166 2.31 811,830 22.56 2.2769
2021-02-11 2020-12-31 13F JPMORGAN CHASE CO COM COMMON 46625H100 5,212,751 126,471 2.49 662,384 35.28 1.9801
2020-11-12 2020-09-30 13F JPMORGAN CHASE CO COM COMMON 46625H100 5,086,280 9,188 0.18 489,656 2.53 1.6776
2020-10-22 2020-06-30 13F/A-1 JPMORGAN CHASE CO COM COMMON 46625H100 5,077,092 112,733 2.27 477,551 6.85 1.7989
2020-08-14 2020-06-30 13F JPMORGAN CHASE CO COM COMMON 46625H100 4,854,007 -110,352 577,702 1,144,874.1119
2020-05-14 2020-03-31 13F JPMORGAN CHASE CO COM COMMON 46625H100 4,964,359 156,066 3.25 446,941 -33.32 2.0411
2020-02-14 2019-12-31 13F JPMORGAN CHASE & CO COM COMMON 46625H100 4,808,293 58,818 1.24 670,276 19.91 2.4061
2019-11-14 2019-09-30 13F JPMORGAN CHASE Common 46625H100 4,749,475 61,245 1.31 558,965 6.64 2.2016
2019-08-14 2019-06-30 13F JPMORGAN CHASE COMMON 46625H100 4,688,230 2,984,883 175.24 524,144 203.97 2.0380
2019-05-14 2019-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 1,703,347 279,999 19.67 172,430 24.10 1.0082
2019-02-14 2018-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 1,423,348 291,993 25.81 138,947 8.21 0.9431
2018-11-13 2018-09-30 13F J P Morgan Chase COMMON 46625H100 1,131,355 16,254 1.46 128,406 10.51 0.8045
2018-08-13 2018-06-30 13F J.P. MORGAN CHASE amp; COMMON 46625H100 1,115,101 49,689 4.66 116,194 -0.83 0.7886
2018-05-14 2018-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 1,065,412 -24,942 -2.29 117,164 0.48 0.8250
2018-02-09 2017-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 1,090,354 -38,443 -3.41 116,603 8.16 0.8259
2017-11-14 2017-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 1,128,797 38,110 3.49 107,811 8.15 0.8132
2017-08-14 2017-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 1,090,687 -15,410 -1.39 99,689 2.60 0.7810
2017-06-19 2017-03-31 13F/A-1 J.P. MORGAN CHASE COMMON 46625H100 1,106,097 -12,039 -1.08 97,160 0.70 0.7858
2017-05-09 2017-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 1,106,097 97,160
2017-02-10 2016-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 1,118,136 -48,163 -4.13 96,484 24.23 0.8378
2016-11-10 2016-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 1,166,299 26,135 2.29 77,664 7.96 0.6957
2016-08-11 2016-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 1,140,164 424,760 59.37 71,938 69.80 0.6597
2016-05-12 2016-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 715,404 73,722 11.49 42,366 -0.01 0.4054
2016-02-11 2015-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 641,682 39,087 6.49 42,370 15.32 0.4238
2015-11-12 2015-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 602,595 -1,442 -0.24 36,740 -10.24 0.3906
2015-08-14 2015-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 604,037 604,037 40,930 0.4028
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.