JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFactory Mutual Insurance Co
Latest Disclosed Ownership519,225 shares
Latest Disclosed Value $ 152,735,226
Factory Mutual Insurance Co reports 5.15% increase in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Factory Mutual Insurance Co filed a 13F-HR form disclosing ownership of 519,225 shares of JPMorgan Chase & Co. (MX:JPM) valued at $152,735,226 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 493,775 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.15% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 519,225 25,450 5.15 152,735 -4.00 1.7183
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 493,775 -47,950 -8.85 159,104 -6.89 1.6130
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 541,725 -25,000 -4.41 170,876 4.00 1.6641
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 566,725 0 0.00 164,299 18.19 1.7958
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 566,725 0 0.00 139,018 2.33 1.6127
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 566,725 -25,700 -4.34 135,850 8.75 1.4689
2024-10-10 2024-09-30 13F JPMORGAN CHASE COM 46625H100 592,425 20,000 3.49 124,919 7.89 1.2920
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 572,425 -6,700 -1.16 115,779 -0.19 1.3189
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 579,125 -14,200 -2.39 115,999 14.94 1.3324
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 593,325 0 0.00 100,925 17.29 1.2535
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 593,325 25,000 4.40 86,044 4.10 1.2002
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 568,325 35,000 6.56 82,657 18.94 1.2193
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 533,325 -22,300 -4.01 69,498 -6.73 1.0862
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 555,625 12,724 2.34 74,509 31.33 1.1268
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 542,901 8,151 1.52 56,734 -5.79 0.9315
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 534,750 -19,300 -3.48 60,219 -20.27 0.9872
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 554,050 -40,000 -6.73 75,529 -9.90 1.0214
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 594,050 -229,292 -27.85 83,826 -37.80 1.2102
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 823,342 -11,300 -1.35 134,774 3.82 1.6833
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 834,642 -26,539 -3.08 129,820 -0.97 1.5878
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 861,181 -23,169 -2.62 131,098 16.66 1.6772
2021-02-17 2020-12-31 13F JPMORGAN CHASE COM 46625H100 884,350 -67,200 -7.06 112,374 22.67 1.5191
2020-10-19 2020-09-30 13F JPMORGAN CHASE COM 46625H100 951,550 0 0.00 91,606 2.35 1.4826
2020-07-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 951,550 -89,900 -8.63 89,502 -4.54 1.5349
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 1,041,450 -64,900 -5.87 93,761 -39.21 1.7806
2020-01-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,106,350 -216,200 -16.35 154,225 -0.92 2.2740
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 1,322,550 2,800 0.21 155,652 5.49 2.4064
2019-07-16 2019-06-30 13F JPMORGAN CHASE COM 46625H100 1,319,750 -184,200 -12.25 147,548 -6.88 1.7641
2019-04-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 1,503,950 -630,300 -29.53 158,442 -23.95 1.8710
2019-01-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,134,250 0 0.00 208,346 -13.49 2.6732
2018-10-10 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,134,250 0 0.00 240,829 8.29 2.4999
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,134,250 15,300 0.72 222,389 -4.56 2.3862
2018-04-05 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,118,950 -340,000 -13.83 233,020 -11.39 2.5519
2018-01-16 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,458,950 -95,600 -3.74 262,960 7.78 2.7507
2017-10-11 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,554,550 -17,900 -0.70 243,984 3.77 2.6749
2017-07-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 2,572,450 120,000 4.89 235,122 9.14 2.7195
2017-04-21 2017-03-31 13F JPMORGAN CHASE COM 46625H100 2,452,450 -336,100 -12.05 215,423 -10.60 2.5516
2017-01-19 2016-12-31 13F JPMORGAN CHASE COM 46625H100 2,788,550 -105,000 -3.63 240,958 25.06 2.8594
2016-10-26 2016-09-30 13F JPMORGAN CHASE COM 46625H100 2,893,550 0 0.00 192,681 7.16 2.3827
2016-07-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 2,893,550 -60,000 -2.03 179,805 2.80 2.3688
2016-04-27 2016-03-31 13F JPMORGAN CHASE COM 46625H100 2,953,550 30,000 1.03 174,909 -9.39 2.2634
2016-01-14 2015-12-31 13F JPMORGAN CHASE COM 46625H100 2,923,550 -60,000 -2.01 193,042 6.12 2.5967
2015-10-14 2015-09-30 13F JPMORGAN CHASE COM 46625H100 2,983,550 0 0.00 181,907 -10.02 2.4883
2015-07-21 2015-06-30 13F JPMORGAN CHASE COM 46625H100 2,983,550 -40,000 -1.32 202,165 10.37 2.6405
2015-04-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 3,023,550 40,000 1.34 183,165 -1.90 2.4132
2015-01-12 2014-12-31 13F JPMORGAN CHASE COM 46625H100 2,983,550 -50,000 -1.65 186,711 2.17 2.5162
2014-11-04 2014-09-30 13F JPMORGAN CHASE COM 46625H100 3,033,550 -6,800 -0.22 182,741 4.31 2.5273
2014-08-12 2014-06-30 13F JPMORGAN CHASE COM 46625H100 3,040,350 40,000 1.33 175,185 -3.82 2.3954
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 3,000,350 110,000 3.81 182,151 7.76 2.6368
2014-02-04 2013-12-31 13F JPMORGAN CHASE COM 46625H100 2,890,350 0 0.00 169,028 13.14 2.4858
2013-10-16 2013-09-30 13F JPMORGAN CHASE COM 46625H100 2,890,350 -152,500 -5.01 149,402 -6.99 2.3694
2013-07-25 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 3,042,850 3,042,850 160,632 2.6326
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.