JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFred Alger Management, Llc
Latest Disclosed Ownership121,944 shares
Latest Disclosed Value $ 35,871,047
Fred Alger Management, Llc reports 8.87% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Fred Alger Management, Llc filed a 13F-HR form disclosing ownership of 121,944 shares of JPMorgan Chase & Co. (MX:JPM) valued at $35,871,047 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 133,813 shares of JPMorgan Chase & Co.. This represents a change in shares of -8.87% 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.

Upgrade to unlock premium data and export to Excel .

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 Equity 46625H100 121,944 -11,869 -8.87 35,871 -16.81 0.1002
2026-02-17 2025-12-31 13F JPMorgan Chase Equity 46625H100 133,813 603 0.45 43,117 2.62 0.1691
2025-11-14 2025-09-30 13F JPMorgan Chase Equity 46625H100 133,210 -2,166 -1.60 42,018 7.06 0.1635
2025-08-14 2025-06-30 13F JPMorgan Chase Equity 46625H100 135,376 502 0.37 39,247 18.63 0.1757
2025-05-16 2025-03-31 13F JPMorgan Chase Equity 46625H100 134,874 20,241 17.66 33,085 20.40 0.1884
2025-02-14 2024-12-31 13F JPMorgan Chase Equity 46625H100 114,633 2,955 2.65 27,479 16.69 0.1309
2024-11-14 2024-09-30 13F J P MORGAN CHASE Common 46625H100 111,678 3,854 3.57 23,548 7.98 0.1141
2024-08-14 2024-06-30 13F J P MORGAN CHASE Common 46625H100 107,824 -9,151 -7.82 21,808 -6.92 0.1060
2024-05-15 2024-03-31 13F J P MORGAN CHASE Common 46625H100 116,975 14,491 14.14 23,430 34.41 0.1162
2024-02-14 2023-12-31 13F J P MORGAN CHASE Common 46625H100 102,484 -10,091 -8.96 17,433 6.78 0.0941
2023-11-14 2023-09-30 13F J P MORGAN CHASE Common 46625H100 112,575 -811,896 -87.82 16,326 -87.86 0.0865
2023-11-14 2023-09-30 13F J P MORGAN CHASE Common 46625H100 112,575 16,326
2023-08-14 2023-06-30 13F J P MORGAN CHASE Common 46625H100 924,471 6,179 0.67 134,455 12.36 0.6868
2023-05-16 2023-03-31 13F/A-1 J P MORGAN CHASE Common 46625H100 918,292 820,345 837.54 119,663 811.09 0.6400
2023-05-15 2023-03-31 13F J P MORGAN CHASE Common 46625H100 918,292 820,345 119,663 0.5934
2023-02-14 2022-12-31 13F J P MORGAN CHASE Common 46625H100 97,947 5,586 6.05 13,135 36.08 0.0712
2022-11-15 2022-09-30 13F J P MORGAN CHASE Common 46625H100 92,361 8,403 10.01 9,652 2.08 0.0489
2022-08-15 2022-06-30 13F J P MORGAN CHASE Common 46625H100 83,958 30,214 56.22 9,455 29.06 0.0442
2022-05-16 2022-03-31 13F J P MORGAN CHASE Common 46625H100 53,744 -4,032 -6.98 7,326 -19.93 0.0234
2022-02-14 2021-12-31 13F J P MORGAN CHASE Common 46625H100 57,776 -591 -1.01 9,149 -4.24 0.0229
2021-11-15 2021-09-30 13F J P MORGAN CHASE Common 46625H100 58,367 -3,807 -6.12 9,554 -1.21 0.0228
2021-08-16 2021-06-30 13F J P MORGAN CHASE Common 46625H100 62,174 -355,156 -85.10 9,671 -84.78 0.0228
2021-05-17 2021-03-31 13F J P MORGAN CHASE Common 46625H100 417,330 85,342 25.71 63,530 50.59 0.1662
2021-02-16 2020-12-31 13F J P MORGAN CHASE Common 46625H100 331,988 205,710 162.90 42,186 247.01 0.1098
2020-11-13 2020-09-30 13F J P MORGAN CHASE Common 46625H100 126,278 51,221 68.24 12,157 72.20 0.0353
2020-08-14 2020-06-30 13F J P MORGAN CHASE Common 46625H100 75,057 -114,964 -60.50 7,060 -58.73 0.0233
2020-05-19 2020-03-31 13F/A-1 J P MORGAN CHASE Common 46625H100 190,021 -900,561 -82.58 17,108 -88.75 0.0752
2020-05-15 2020-03-31 13F J P MORGAN CHASE Common 46625H100 190,021 -900,561 17,108 75,271.0128
2020-02-14 2019-12-31 13F J P MORGAN CHASE Common 46625H100 1,090,582 938,359 616.44 152,027 748.60 0.5595
2019-11-14 2019-09-30 13F J P MORGAN CHASE Common 46625H100 152,223 -4,951 -3.15 17,915 1.95 0.0703
2019-08-14 2019-06-30 13F J P MORGAN CHASE Common 46625H100 157,174 -1,673 -1.05 17,572 9.28 0.0675
2019-05-14 2019-03-31 13F J P MORGAN CHASE Common 46625H100 158,847 15,737 11.00 16,080 15.10 0.0640
2019-02-14 2018-12-31 13F J P MORGAN CHASE Common 46625H100 143,110 -867,473 -85.84 13,970 -87.75 0.0643
2018-11-14 2018-09-30 13F J P MORGAN CHASE Common 46625H100 1,010,583 298,477 41.91 114,034 53.68 0.4281
2018-07-19 2018-06-30 13F J P MORGAN CHASE Common 46625H100 712,106 -185,962 -20.71 74,201 -24.87 0.3115
2018-05-10 2018-03-31 13F J P MORGAN CHASE Common 46625H100 898,068 -401,591 -30.90 98,761 -28.94 0.4592
2018-02-14 2017-12-31 13F J P MORGAN CHASE Common 46625H100 1,299,659 711,058 120.80 138,986 147.23 0.6273
2017-11-14 2017-09-30 13F J P MORGAN CHASE Common 46625H100 588,601 -561,973 -48.84 56,217 -46.54 0.2629
2017-08-14 2017-06-30 13F J P MORGAN CHASE Common 46625H100 1,150,574 738,961 179.53 105,162 190.86 0.5023
2017-05-15 2017-03-31 13F J P MORGAN CHASE Common 46625H100 411,613 13,190 3.31 36,156 5.17 0.1800
2017-02-14 2016-12-31 13F J P MORGAN CHASE Common 46625H100 398,423 292,848 277.38 34,379 389.03 0.1871
2016-11-14 2016-09-30 13F J P MORGAN CHASE Common 46625H100 105,575 14,850 16.37 7,030 24.69 0.0361
2016-08-15 2016-06-30 13F J P MORGAN CHASE Common 46625H100 90,725 13,666 17.73 5,638 23.56 0.0298
2016-05-16 2016-03-31 13F J P MORGAN CHASE Common 46625H100 77,059 -96,291 -55.55 4,563 -60.13 0.0231
2016-02-16 2015-12-31 13F J P MORGAN CHASE Common 46625H100 173,350 -3,250 -1.84 11,446 6.31 0.0557
2015-11-16 2015-09-30 13F J P MORGAN CHASE Common 46625H100 176,600 -286,999 -61.91 10,767 -65.72 0.0588
2015-08-14 2015-06-30 13F J P MORGAN CHASE Common 46625H100 463,599 83,769 22.05 31,413 36.52 0.1414
2015-05-15 2015-03-31 13F J P MORGAN CHASE Common 46625H100 379,830 52,189 15.93 23,010 12.22 0.1036
2015-02-17 2014-12-31 13F J P MORGAN CHASE Common 46625H100 327,641 -846,008 -72.08 20,504 -71.00 0.0987
2014-11-14 2014-09-30 13F J P MORGAN CHASE Common 46625H100 1,173,649 -842,594 -41.79 70,701 -39.14 0.3438
2014-08-14 2014-06-30 13F J P MORGAN CHASE Common 46625H100 2,016,243 -1,126,743 -35.85 116,176 -39.11 0.5720
2014-05-15 2014-03-31 13F J P MORGAN CHASE Common 46625H100 3,142,986 -89,930 -2.78 190,810 0.93 0.9458
2014-02-14 2013-12-31 13F J P MORGAN CHASE Common 46625H100 3,232,916 2,485,866 332.76 189,061 389.61 0.9636
2013-11-14 2013-09-30 13F J P MORGAN CHASE Common 46625H100 747,050 56,571 8.19 38,615 5.94 0.2147
2013-08-14 2013-06-30 13F J P MORGAN CHASE Common 46625H100 690,479 690,479 36,450 0.2166
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.