JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEmpirical Finance, LLC
Latest Disclosed Ownership100,238 shares
Latest Disclosed Value $ 29,486,010
Empirical Finance, LLC reports 0.26% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Empirical Finance, LLC filed a 13F-HR/A form disclosing ownership of 100,238 shares of JPMorgan Chase & Co. (MX:JPM) valued at $29,486,010 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 100,496 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.26% 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/A-1 JPMORGAN CHASE COM 46625H100 100,238 -258 -0.26 29,486 -8.94 1.3854
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 100,238 -258 29,486 1.3854
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 100,496 -4,923 -4.67 32,382 -2.62 1.5446
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 105,419 905 0.87 33,252 9.75 1.5831
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 104,514 3,615 3.58 30,300 22.42 1.5862
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 100,899 1,054 1.06 24,751 3.41 1.4946
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 99,845 -1,432 -1.41 23,934 12.07 1.3847
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 101,277 2,154 2.17 21,355 6.52 1.2451
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 99,123 -7,244 -6.81 20,049 -5.90 1.2524
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 106,367 3,490 3.39 21,305 21.75 1.3076
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 102,877 520 0.51 17,499 17.89 1.2203
2023-11-02 2023-09-30 13F JPMORGAN CHASE COM 46625H100 102,357 9,661 10.42 14,844 10.10 1.0903
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 92,696 9,736 11.74 13,482 24.71 1.0442
2023-04-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 82,960 3,829 4.84 10,811 1.88 1.0125
2023-02-21 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 79,131 5,981 8.18 10,611 38.81 1.0987
2023-01-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 79,131 5,981 11 1.0986
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 73,150 11,575 18.80 7,644 10.24 0.9066
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 61,575 3,264 5.60 6,934 -12.77 0.8838
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 58,311 5,905 11.27 7,949 -4.21 0.8904
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 52,406 13,406 34.37 8,298 29.98 0.9798
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 39,000 2,098 5.69 6,384 11.22 0.9623
2021-08-10 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 36,902 5,273 16.67 5,740 42.82 0.9358
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 31,629 0 4,019 0.7068
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 31,629 0 0.00 4,019 0.00 0.7068
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 31,629 5,320 20.22 4,019 58.67 0.7068
2020-10-28 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 26,309 4,908 22.93 2,533 25.83 0.5428
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,984 -13,417 940 262,495.7763
2020-07-20 2020-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 21,401 2,555 13.56 2,013 18.62 0.5150
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 16,452 2,013
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 18,846 6,469 52.27 1,697 -1.62 0.5275
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 12,377 4,393 55.02 1,725 83.51 0.4195
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,984 137 1.75 940 7.18 0.2625
2019-07-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,847 -157 -1.96 877 8.27 0.2403
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 8,004 1,825 29.54 810 34.33 0.2061
2019-01-22 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,179 -618 -9.09 603 -21.38 0.1787
2018-10-18 2018-09-30 13F JPMORGAN CHASE COM 46625H100 6,797 752 12.44 767 21.75 0.1909
2018-07-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,045 -1,959 -24.48 630 -22.22 0.1596
2019-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 8,004 8,004 810 0.1695
2018-02-01 2017-12-31 13F JPMORGAN CHASE COM 46625H100 0 -3,774 -100.00 0 -100.00
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 3,774 0 0.00 361 4.64 0.1245
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 3,774 3,774 345 0.1326
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,668 -100.00 0 -100.00
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 1,668 1,668 144 0.0971
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.