JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionDaiwa Securities Group Inc.
Latest Disclosed Ownership584,966 shares
Latest Disclosed Value $ 172,073,598
Daiwa Securities Group Inc. reports 8.06% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Daiwa Securities Group Inc. filed a 13F-HR form disclosing ownership of 584,966 shares of JPMorgan Chase & Co. (MX:JPM) valued at $172,073,598 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 541,340 shares of JPMorgan Chase & Co.. This represents a change in shares of 8.06% 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 JPMORGAN CHASE COM 46625H100 584,966 43,626 8.06 172,074 98,792.53 0.2903
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 541,340 18,460 3.53 174 6.10 0.5573
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 522,880 9,615 1.87 165 10.81 0.5566
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 513,265 19,760 4.00 149 22.31 0.5492
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 493,505 37,050 8.12 121 11.01 0.5118
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 456,455 19,725 4.52 109 18.48 0.4886
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 436,730 16,673 3.97 92 9.52 0.4254
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 420,057 49,937 13.49 85 13.51 0.4520
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 370,120 22,923 6.60 74 25.42 0.4183
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 347,197 17,218 5.22 59 25.53 0.3674
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 329,979 -609,576 -64.88 48 4.44 0.3409
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 939,555 631,352 204.85 46 12.50 0.3012
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 308,203 28,121 10.04 40 8.11 0.2793
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 280,082 18,490 7.07 38 -99.86 0.2884
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 261,592 11,642 4.66 27,337 -2.88 0.2271
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 249,950 7,425 3.06 28,147 -14.86 0.2150
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 242,525 -44,846 -15.61 33,061 -27.35 0.1529
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 240,371 32,767
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 287,371 41,765 17.00 45,505 13.19 0.2677
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 245,606 -208,966 -45.97 40,204 12.98 0.2643
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 454,572 234,203 106.28 35,585 6.08 0.2397
2021-05-03 2021-03-31 13F JPMORGAN CHASE COM 46625H100 220,369 -12,740 -5.47 33,547 13.25 0.2496
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 233,109 8,433 3.75 29,621 36.94 0.2290
2020-11-02 2020-09-30 13F JPMORGAN CHASE COM 46625H100 224,676 -747 -0.33 21,630 3,883.43 0.1959
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 225,423 0 0.00 543 -97.32 0.0115
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 225,423 19,012 9.21 20,295 -29.47 0.2106
2020-01-31 2019-12-31 13F JPMORGAN CHASE COM 46625H100 206,411 4,821 2.39 28,773 21.28 0.2375
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 201,590 -6,603 -3.17 23,724 1.93 0.2010
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 208,193 23,597 12.78 23,275 24.55 0.2056
2019-04-26 2019-03-31 13F JPMORGAN CHASE COM 46625H100 184,596 -11,874 -6.04 18,687 -2.57 0.1632
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 196,470 16,136 8.95 19,179 -5.75 0.1840
2018-11-01 2018-09-30 13F JPMORGAN CHASE COM 46625H100 180,334 -884 -0.49 20,349 7.76 0.1704
2018-07-30 2018-06-30 13F JPMORGAN CHASE COM 46625H100 181,218 25,671 16.50 18,883 -4.87 0.1487
2018-05-02 2018-03-31 13F JPMORGAN CHASE COM 46625H100 155,547 -30,345 -16.32 19,850 -0.15 0.1590
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 185,892 7,185 4.02 19,879 16.47 0.1405
2017-11-02 2017-09-30 13F JPMORGAN CHASE COM 46625H100 178,707 -14,765 -7.63 17,068 -3.48 0.1169
2017-07-28 2017-06-30 13F JPMORGAN CHASE COM 46625H100 193,472 -41,980 -17.83 17,684 -14.50 0.1143
2017-05-02 2017-03-31 13F JPMORGAN CHASE COM 46625H100 235,452 -2,250 -0.95 20,682 0.83 0.1300
2017-02-01 2016-12-31 13F JPMORGAN CHASE COM 46625H100 237,702 45,057 23.39 20,511 59.89 0.1316
2017-01-10 2016-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 192,645 -16,525 -7.90 12,828 -1.31 0.0766
2016-11-04 2016-09-30 13F JPMORGAN CHASE COM 46625H100 192,645 12,828
2016-07-25 2016-06-30 13F JPMORGAN CHASE COM 46625H100 209,170 -80,950 -27.90 12,998 -24.35 0.0777
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 290,120 -1,200 -0.41 17,181 -10.68 0.1086
2016-02-04 2015-12-31 13F JPMORGAN CHASE COM 46625H100 291,320 38,800 15.37 19,236 24.94 0.1272
2015-11-10 2015-09-30 13F JPMORGAN CHASE COM 46625H100 252,520 -18,700 -6.89 15,396 -16.23 0.1096
2015-08-05 2015-06-30 13F JPMORGAN CHASE COM 46625H100 271,220 108,900 67.09 18,378 86.88 0.1306
2015-05-12 2015-03-31 13F JPMORGAN CHASE COM 46625H100 162,320 14,100 9.51 9,834 6.03 0.0658
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 148,220 -16,400 -9.96 9,275 -6.47 0.0655
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 164,620 -11,700 -6.64 9,917 -2.38 0.0751
2014-08-13 2014-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 176,320 -152,200 -46.33 10,159 -49.06 0.0757
2014-08-13 2014-06-30 13F JPMORGAN CHASE COM 46625H100 176,320 10,159
2014-05-14 2014-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 328,520 -119,600 19,945 0.1561
2014-05-15 2014-03-31 13F/A-2 JPMORGAN CHASE COM 46625H100 328,520 -119,600 -26.69 19,945 -23.89 0.1561
2014-05-13 2014-03-31 13F JPMORGAN CHASE COM 46625H100 328,520 19,945
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 448,120 -49,800 -10.00 26,206 1.82 0.2227
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 497,920 -7,300 -1.44 25,738 -3.49 0.2050
2013-08-16 2013-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 505,220 505,220 26,670 0.2022
2013-08-13 2013-06-30 13F JPMORGAN CHASE COM 46625H100 505,220 26,670
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.