JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionJohnson Financial Group, Inc.
Latest Disclosed Ownership35,530 shares
Latest Disclosed Value $ 10,451,506
Johnson Financial Group, Inc. reports 2.86% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Johnson Financial Group, Inc. filed a 13F-HR form disclosing ownership of 35,530 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,451,506 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 36,575 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.86% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 35,530 -1,045 -2.86 10,452 -11.32 0.2710
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 36,575 -17,379 -32.21 11,785 -30.75 0.4411
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 53,954 -5,290 -8.93 17,019 -0.91 0.6386
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 59,244 3,476 6.23 17,175 25.56 0.7729
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 55,768 -2,983 -5.08 13,680 -12.89 0.6695
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 58,751 -5,151 -8.06 15,704 16.55 0.7425
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 63,902 2,867 4.70 13,474 9.15 0.6155
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 61,035 27,335 81.11 12,345 82.87 0.5983
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 33,700 -586 -1.71 6,750 15.74 0.3632
2024-02-09 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 34,286 -584 -1.67 5,832 15.35 0.3191
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 34,286 -584 5,832 0.1924
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 34,870 -849 -2.38 5,057 -2.66 0.3514
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 35,719 3,564 11.08 5,195 23.96 0.3592
2023-05-12 2023-03-31 13F JP MORGAN CHASE COM 46625H100 32,155 2,115 7.04 4,190 4.02 0.2985
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 30,040 -120 -0.40 4,028 13.08 0.3193
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 30,160 -11,148 -26.99 3,562 -23.43 0.3285
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 41,308 320 0.78 4,652 -16.75 0.3332
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 40,988 2,395 6.21 5,588 -8.57 0.3947
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 38,593 837 2.22 6,112 -1.10 0.3877
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 37,756 4,458 13.39 6,180 19.31 0.4203
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 33,298 1,285 4.01 5,180 6.28 0.3387
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 32,013 394 1.25 4,874 21.30 0.3278
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 31,619 1,099 3.60 4,018 36.76 0.3436
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 30,520 89 0.29 2,938 2.62 0.3002
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 30,431 5,921 24.16 2,863 29.78 0.3075
2020-05-14 2020-03-31 13F JP MORGAN CHASE COM 46625H100 24,510 -1,674 -6.39 2,206 -39.58 0.2637
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 26,184 -21,313 -44.87 3,651 -34.69 0.3297
2019-11-12 2019-09-30 13F JP MORGAN CHASE COM 46625H100 47,497 -359 -0.75 5,590 4.47 0.5127
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 47,856 -736 -1.51 5,351 8.78 0.4761
2019-05-13 2019-03-31 13F JP MORGAN CHASE COM 46625H100 48,592 -159 -0.33 4,919 3.36 0.4364
2019-02-11 2018-12-31 13F JP MORGAN CHASE COM 46625H100 48,751 -3,280 -6.30 4,759 -18.94 0.4898
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 52,031 -354 -0.68 5,871 7.57 0.5989
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 52,385 -714 -1.34 5,458 -6.53 0.5989
2018-05-07 2018-03-31 13F JP MORGAN CHASE COM 46625H100 53,099 -2,058 -3.73 5,839 -1.00 0.6979
2018-02-12 2017-12-31 13F JP MORGAN CHASE COM 46625H100 55,157 -349 -0.63 5,898 11.24 0.7223
2017-11-09 2017-09-30 13F JP MORGAN CHASE COM 46625H100 55,506 363 0.66 5,302 5.20 0.6974
2017-08-10 2017-06-30 13F JP MORGAN CHASE COM 46625H100 55,143 -24,384 -30.66 5,040 -27.85 0.7249
2017-05-12 2017-03-31 13F JP MORGAN CHASE COM 46625H100 79,527 31 0.04 6,985 1.84 0.8793
2017-02-07 2016-12-31 13F/A-1 JP MORGAN CHASE COM 46625H100 79,496 -9,985 -11.16 6,859 15.10 0.9458
2017-02-02 2016-12-31 13F JP MORGAN CHASE COM 46625H100 79,496 6,859
2016-11-14 2016-09-30 13F JP MORGAN CHASE COM 46625H100 89,481 -1,756 -1.92 5,959 5.10 0.7958
2016-08-12 2016-06-30 13F JP MORGAN CHASE COM 46625H100 91,237 510 0.56 5,670 5.51 0.7852
2016-05-09 2016-03-31 13F JP MORGAN CHASE COM 46625H100 90,727 15,379 20.41 5,374 8.02 1.0745
2016-02-08 2015-12-31 13F JP MORGAN CHASE COM 46625H100 75,348 6,632 9.65 4,975 18.71 1.0338
2015-11-02 2015-09-30 13F JP MORGAN CHASE COM 46625H100 68,716 16,178 30.79 4,191 17.69 0.9173
2015-08-11 2015-06-30 13F JP MORGAN CHASE COM 46625H100 52,538 9,659 22.53 3,561 37.12 0.7381
2015-05-12 2015-03-31 13F JP MORGAN CHASE COM 46625H100 42,879 -222 -0.52 2,597 -3.74 0.5574
2015-02-10 2014-12-31 13F JP MORGAN CHASE COM 46625H100 43,101 630 1.48 2,698 5.47 0.6258
2014-11-14 2014-09-30 13F JP MORGAN CHASE COM 46625H100 42,471 755 1.81 2,558 6.45 0.6670
2014-08-06 2014-06-30 13F JP MORGAN CHASE COM 46625H100 41,716 6,800 19.48 2,403 13.35 0.6335
2014-05-14 2014-03-31 13F JP MORGAN CHASE COM 46625H100 34,916 -763 -2.14 2,120 1.58 0.6195
2014-02-11 2013-12-31 13F JP MORGAN CHASE COM 46625H100 35,679 -2,085 -5.52 2,087 6.86 0.6039
2013-11-14 2013-09-30 13F JP MORGAN CHASE COM 46625H100 37,764 11,251 42.44 1,953 39.50 0.5925
2013-08-14 2013-06-30 13F JP MORGAN CHASE COM 46625H100 26,513 26,513 1,400 0.3897
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.