JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBridgewater Advisors Inc.
Latest Disclosed Ownership43,341 shares
Latest Disclosed Value $ 13,013,265
Bridgewater Advisors Inc. reports 1.29% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Bridgewater Advisors Inc. filed a 13F-HR form disclosing ownership of 43,341 shares of JPMorgan Chase & Co. (MX:JPM) valued at $13,013,265 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 42,789 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.29% 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 43,341 552 1.29 13,013 0.70 0.7741
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 42,789 -80 -0.19 12,924 -3.82 0.8374
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 42,869 -300 -0.69 13,436 4.79 0.9317
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 43,169 356 0.83 12,823 22.44 0.9752
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 42,813 407 0.96 10,473 -0.21 0.9062
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 42,406 -638 -1.48 10,494 9.38 1.0954
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 43,044 37 0.09 9,595 6.91 1.0057
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 43,007 5,887 15.86 8,974 20.70 1.1104
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 37,120 -505 -1.34 7,435 16.19 1.1131
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 37,625 1,091 2.99 6,400 20.78 0.9700
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 36,534 421 1.17 5,298 0.88 0.8497
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 36,113 107 0.30 5,252 11.96 1.0532
2023-04-13 2023-03-31 13F JPMORGAN CHASE COM 46625H100 36,006 -24 -0.07 4,692 -2.90 1.0240
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 36,030 -6,872 -16.02 4,832 7.76 1.1687
2022-10-28 2022-09-30 13F JPMORGAN CHASE COM 46625H100 42,902 5,470 14.61 4,483 6.36 1.2401
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 37,432 -279 -0.74 4,215 -18.01 0.8735
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 37,711 361 0.97 5,141 -13.07 1.2500
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 37,350 2,195 6.24 5,914 2.78 1.3016
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 35,155 1,709 5.11 5,754 10.61 1.5831
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 33,446 1,987 6.32 5,202 5.03 1.6537
2021-05-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 31,459 -16,465 -34.36 4,953 79.39 2.5120
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 47,924 -502 -1.04 2,761 -6.09 2.3108
2014-05-01 2014-03-31 13F JPMORGAN CHASE COM 46625H100 48,426 146 0.30 2,940 4.14 2.9563
2014-02-21 2013-12-31 13F JPMORGAN CHASE COM 46625H100 48,280 48,280 2,823 2.9015
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.