JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership2,128,446 shares
Latest Disclosed Value $ 626,103
Natixis Advisors, L.p. reports 3.95% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 2,128,446 shares of JPMorgan Chase & Co. (MX:JPM) valued at $626,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,215,976 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.95% 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 and COM 46625H100 2,128,446 -87,530 -3.95 626 -12.32 0.8709
2026-02-10 2025-12-31 13F JPMORGAN CHASE and COM 46625H100 2,215,976 -69,312 -3.03 714 -0.83 1.0119
2025-11-13 2025-09-30 13F JPMORGAN CHASE and CO COM 46625H100 2,285,288 -52,055 -2.23 721 6.35 1.0519
2025-08-13 2025-06-30 13F JPMORGAN CHASE and COM 46625H100 2,337,343 143,203 6.53 678 25.84 1.0751
2025-05-08 2025-03-31 13F JPMORGAN CHASE and COM 46625H100 2,194,140 -17,710 -0.80 538 1.51 0.9947
2025-02-10 2024-12-31 13F JPMORGAN CHASE and COM 46625H100 2,211,850 -13,860 -0.62 530 13.01 0.9906
2024-11-06 2024-09-30 13F JPMORGAN CHASE and COM 46625H100 2,225,710 -45,531 -2.00 469 2.18 0.9151
2024-08-01 2024-06-30 13F JPMORGAN CHASE and COM 46625H100 2,271,241 113,825 5.28 459 6.25 0.9988
2024-04-25 2024-03-31 13F JPMORGAN CHASE and COM 46625H100 2,157,416 206,717 10.60 432 30.51 0.9935
2024-02-06 2023-12-31 13F JPMORGAN CHASE and COM 46625H100 1,950,699 247,891 14.56 332 34.55 0.8734
2023-11-13 2023-09-30 13F JPMORGAN CHASE and COM 46625H100 1,702,808 92,804 5.76 247 5.13 0.7552
2023-08-15 2023-06-30 13F JPMORGAN CHASE and COM 46625H100 1,610,004 88,469 5.81 234 18.18 0.7230
2023-05-11 2023-03-31 13F JPMORGAN CHASE and COM 46625H100 1,521,535 80,126 5.56 198 2.59 0.6823
2023-01-27 2022-12-31 13F JPMORGAN CHASE and COM 46625H100 1,441,409 65,778 4.78 193 -99.87 0.7307
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,375,631 162,988 13.44 143,753 5.27 0.6081
2022-08-12 2022-06-30 13F JPMORGAN CHASE and COM 46625H100 1,212,643 80,487 7.11 136,556 -11.52 0.6005
2022-05-12 2022-03-31 13F JPMORGAN CHASE and COM 46625H100 1,132,156 -56,299 -4.74 154,336 -17.99 0.5886
2022-02-08 2021-12-31 13F JPMORGAN CHASE and COM 46625H100 1,188,455 55,744 4.92 188,192 1.50 0.7186
2021-11-15 2021-09-30 13F JPMORGAN CHASE and COM 46625H100 1,132,711 10,574 0.94 185,413 6.23 0.7625
2021-08-12 2021-06-30 13F JPMORGAN CHASE and COM 46625H100 1,122,137 13,594 1.23 174,537 3.43 0.8147
2021-05-05 2021-03-31 13F JPMORGAN CHASE and COM 46625H100 1,108,543 24,193 2.23 168,753 22.47 0.8808
2021-02-12 2020-12-31 13F JPMORGAN CHASE and COM 46625H100 1,084,350 55,078 5.35 137,788 39.06 0.7937
2020-11-12 2020-09-30 13F JPMORGAN CHASE and COM 46625H100 1,029,272 -3,919 -0.38 99,088 1.96 0.6235
2020-08-11 2020-06-30 13F JPMORGAN CHASE and COM 46625H100 1,033,191 -60,968 -5.57 97,182 -1.35 0.6450
2020-04-27 2020-03-31 13F JPMORGAN CHASE and COM 46625H100 1,094,159 46,742 4.46 98,507 -32.53 0.8028
2020-02-10 2019-12-31 13F JPMORGAN CHASE and COM 46625H100 1,047,417 61,870 6.28 146,010 25.88 1.0298
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 985,547 49,410 5.28 115,989 10.82 0.9206
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 936,137 67,239 7.74 104,660 18.99 0.8548
2019-05-15 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 868,898 13,003 1.52 87,959 5.27 0.7701
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 868,898 13,003 87,959
2019-02-13 2018-12-31 13F/A-1 JPMORGAN CHASE and COM 46625H100 855,895 -53,463 -5.88 83,552 -18.57 0.8249
2019-02-13 2018-12-31 13F JPMORGAN CHASE and COM 46625H100 855,895 -53,463 83,552
2018-11-13 2018-09-30 13F JPMORGAN CHASE and COM 46625H100 909,358 14,528 1.62 102,611 10.05 0.9032
2018-08-14 2018-06-30 13F/A-1 JPMORGAN CHASE and COM 46625H100 894,830 16,306 1.86 93,241 -3.49 0.8907
2018-08-14 2018-06-30 13F JPMORGAN CHASE and COM 46625H100 894,830 93,241
2018-05-10 2018-03-31 13F JPMORGAN CHASE and COM 46625H100 878,524 -5,196 -0.59 96,611 2.23 0.9536
2018-02-14 2017-12-31 13F JPMORGAN CHASE and COM 46625H100 883,720 -11,059 -1.24 94,505 10.59 0.9625
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 894,779 1,785 0.20 85,459 4.70 0.9028
2017-07-27 2017-06-30 13F JPMORGAN CHASE and COM 46625H100 892,994 -183,617 -17.06 81,620 -13.69 0.8834
2017-05-12 2017-03-31 13F JPMORGAN CHASE and COM 46625H100 1,076,611 -99,116 -8.43 94,570 -6.78 1.0478
2017-02-07 2016-12-31 13F JPMORGAN CHASE and COM 46625H100 1,175,727 -74,589 -5.97 101,453 21.85 1.2198
2016-11-04 2016-09-30 13F JPMORGAN CHASE and COM 46625H100 1,250,316 -22,359 -1.76 83,258 5.28 1.0785
2016-08-01 2016-06-30 13F JPMORGAN CHASE and COM 46625H100 1,272,675 16,960 1.35 79,084 6.35 1.0933
2016-05-06 2016-03-31 13F JPMORGAN CHASE and COM 46625H100 1,255,715 349,535 38.57 74,364 24.28 1.1128
2016-02-12 2015-12-31 13F JPMORGAN CHASE and COM 46625H100 906,180 44,253 5.13 59,835 13.86 0.9809
2015-11-12 2015-09-30 13F JPMORGAN CHASE and COM 46625H100 861,927 20,722 2.46 52,553 -7.80 0.9115
2015-08-14 2015-06-30 13F JPMORGAN CHASE and COM 46625H100 841,205 61,813 7.93 57,000 20.72 0.9678
2015-05-15 2015-03-31 13F JPMORGAN CHASE and COM 46625H100 779,392 81,899 11.74 47,216 8.17 0.8288
2015-02-05 2014-12-31 13F JPMORGAN CHASE and COM 46625H100 697,493 6,854 0.99 43,649 4.92 0.8169
2014-11-03 2014-09-30 13F JPMORGAN CHASE and COM 46625H100 690,639 -110,375 -13.78 41,604 -9.86 0.8348
2014-08-13 2014-06-30 13F JPMORGAN CHASE COM 46625H100 801,014 -53,872 -6.30 46,154 -11.07 0.6613
2014-05-13 2014-03-31 13F JPMORGAN CHASE COM 46625H100 854,886 66,967 8.50 51,901 12.64 0.7988
2014-02-12 2013-12-31 13F JPMORGAN CHASE COM 46625H100 787,919 105,928 15.53 46,078 30.71 0.7542
2013-10-30 2013-09-30 13F JPMORGAN CHASE COM 46625H100 681,991 48,224 7.61 35,252 5.37 0.6492
2013-07-19 2013-06-30 13F JPMORGAN CHASE COM 46625H100 633,767 633,767 33,456 0.6665
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.