JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBridgeway Capital Management Inc
Latest Disclosed Ownership123,393 shares
Latest Disclosed Value $ 36,297,188
Bridgeway Capital Management Inc reports 2.35% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Bridgeway Capital Management Inc filed a 13F-HR form disclosing ownership of 123,393 shares of JPMorgan Chase & Co. (MX:JPM) valued at $36,297,188 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 120,562 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.35% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 123,393 2,831 2.35 36,297 -6.56 0.7300
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 120,562 2,765 2.35 38,847 4.55 0.8142
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 117,797 2,591 2.25 37,157 11.25 0.7926
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 115,206 -8,183 -6.63 33,399 10.35 0.7927
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 123,389 -3,177 -2.51 30,267 -0.24 0.7622
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 126,566 -18,686 -12.86 30,339 -0.94 0.6787
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 145,252 2,083 1.45 30,628 5.77 0.6621
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 143,169 -85,320 -37.34 28,957 -36.73 0.6779
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 228,489 -225 -0.10 45,766 17.64 0.9351
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 228,714 -3,161 -1.36 38,904 15.70 0.8345
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 231,875 -23,790 -9.31 33,626 -9.57 0.8152
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 255,665 145,503 132.08 37,184 159.02 0.8897
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 110,162 -5,188 -4.50 14,355 -7.20 0.3811
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 115,350 37,355 47.89 15,468 89.79 0.4004
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 77,995 -19,400 -19.92 8,150 -25.69 0.2182
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 97,395 0 0.00 10,968 -17.39 0.2507
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 97,395 -86,550 -47.05 13,277 -54.42 0.2566
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 183,945 -43,900 -19.27 29,128 -21.90 0.5413
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 227,845 -22,100 -8.84 37,296 -4.06 0.7125
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 249,945 -3,400 -1.34 38,876 0.80 0.6953
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 253,345 -42,600 -14.39 38,567 2.56 0.7209
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 295,945 -73,750 -19.95 37,606 5.66 0.7948
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 369,695 -86,500 -18.96 35,591 -17.06 0.8163
2020-08-31 2020-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 456,195 298,700 189.66 42,910 202.63 0.8676
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 450,595 293,100 42,383 866,779.5977
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 157,495 -2,400 -1.50 14,179 -36.39 0.3247
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 159,895 -5,100 -3.09 22,289 14.79 0.2998
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 164,995 0 0.00 19,418 5.27 0.2684
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 164,995 -14,450 -8.05 18,446 1.55 0.2358
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 179,445 -300 -0.17 18,165 3.52 0.2262
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 179,745 -5,650 -3.05 17,547 -16.12 0.2332
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 185,395 0 0.00 20,920 8.29 0.2037
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 185,395 0 0.00 19,318 -5.25 0.1961
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 185,395 5,200 2.89 20,388 5.80 0.2190
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 180,195 -14,500 -7.45 19,270 3.63 0.2075
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 194,695 0 0.00 18,595 4.50 0.2122
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 194,695 0 0.00 17,795 4.05 0.2143
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 194,695 -17,100 -8.07 17,102 -6.42 0.2070
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 211,795 -610,942 -74.26 18,276 -66.64 0.2385
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 822,737 -37,800 -4.39 54,786 2.45 0.8163
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 860,537 -10,430 -1.20 53,474 3.67 0.8290
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 870,967 85,300 10.86 51,579 -0.58 0.8677
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 785,667 238,650 43.63 51,878 55.55 0.9647
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 547,017 -37,300 -6.38 33,352 -15.76 0.6975
2015-10-14 2015-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 584,317 257,192 78.62 39,593 99.79 0.7803
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 584,317 39,593
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 327,125 -76,230 -18.90 19,817 -21.49 0.4093
2015-03-10 2014-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 403,355 7,100 1.79 25,242 5.75 0.5746
2015-02-17 2014-12-31 13F JPMORGAN CHASE COM 46625H100 403,355 25,242
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 396,255 13,500 3.53 23,870 8.23 0.6020
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 382,755 10,500 2.82 22,054 -2.42 0.5784
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 372,255 -44,900 -10.76 22,600 -7.36 0.6465
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 417,155 -10,060 -2.35 24,395 10.47 0.7423
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 427,215 62,240 17.05 22,083 14.62 0.7534
2013-08-14 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 364,975 364,975 19,267 0.7696
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.