JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership2,409,554 shares
Latest Disclosed Value $ 708,795,436
Rockefeller Capital Management L.P. reports 3.60% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 2,409,554 shares of JPMorgan Chase & Co. (MX:JPM) valued at $708,795,436 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 2,325,791 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.60% 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 JPMORGAN CHASE COM 46625H100 2,409,554 83,763 3.60 708,795 -5.42 1.2568
2026-03-16 2025-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 2,325,791 167,409 7.76 749,417 10.08 1.3495
2026-02-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,230,861 2,072,479 749,202 1.3488
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,158,382 396 0.02 680,819 8.72 1.3317
2025-08-14 2025-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,157,986 220,322 11.37 626,204 31.75 1.3733
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,928,107 -9,557 559,559 0.7053
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,937,664 49,288 2.61 475,309 5.05 1.1732
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,888,376 170,145 9.90 452,465 24.90 1.1719
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,718,231 -99,946 -5.50 362,253 -1.49 0.9750
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,818,177 -15,396 -0.84 367,735 0.13 1.0452
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,833,573 47,555 2.66 367,265 20.89 1.0720
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,786,018 -49,885 -2.72 303,802 14.10 1.0151
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,835,903 90,115 5.16 266,250 5.01 1.0269
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,745,788 137,411 8.54 253,540 121,211.00 0.9821
2023-05-16 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,608,377 -107,995 -6.29 210 -99.91 0.9014
2023-03-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,716,372 359,224 26.47 230,163 62.29 1.1567
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,357,148 187,410 16.02 141,820 7.67 0.7330
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,169,738 33,430 2.94 131,721 -14.96 0.6999
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,136,308 99,944 9.64 154,900 -5.61 0.7470
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,036,364 69,308 7.17 164,105 3.67 0.7658
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 967,056 104,236 12.08 158,295 17.95 0.8318
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 862,820 153,294 21.61 134,202 24.25 0.7560
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 709,526 51,599 7.84 108,010 29.20 0.7309
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 657,927 47,391 7.76 83,601 42.24 0.6332
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 610,536 -82,333 -11.88 58,774 -9.81 0.5506
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 692,869 53,097 8.30 65,170 13.14 0.6819
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 639,772 273,752 74.79 57,599 12.89 0.7556
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 366,020 -23,639 -6.07 51,023 11.26 0.6361
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 389,659 -1,492,155 -79.29 45,859 -78.20 0.6221
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 1,881,814 365,518 24.11 210,387 37.06 2.9335
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 1,516,296 -185,164 -10.88 153,496 -7.59 2.1878
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 1,701,460 28,122 1.68 166,096 -12.03 2.9108
2018-11-02 2018-09-30 13F J.P. Morgan Chase Common 46625H100 1,673,338 77,782 4.87 188,819 13.57 2.8661
2018-07-31 2018-06-30 13F J.P. Morgan Chase Common 46625H100 1,595,556 -51,824 -3.15 166,256 -8.23 2.7072
2018-05-09 2018-03-31 13F J.P. Morgan Chase Common 46625H100 1,647,380 1,647,380 181,162 2.9937
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.