JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStifel Financial Corp
Latest Disclosed Ownership3,849,282 shares
Latest Disclosed Value $ 1,132,334,814
Stifel Financial Corp reports 1.31% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 3,849,282 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,132,334,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,900,287 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.31% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,849,282 -51,005 -1.31 1,132,335 -9.90 0.2442
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,900,287 -14,813 -0.38 1,256,791 1.77 1.1305
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,915,100 -171,743 -4.20 1,234,981 4.23 1.1275
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,086,843 -25,911 -0.63 1,184,845 17.44 1.1525
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,112,754 -43,386 -1.04 1,008,883 1.26 1.0724
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,156,140 35,883 0.87 996,288 14.67 1.0377
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,120,257 -104,721 -2.48 868,818 1.67 0.9111
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,224,978 -79,358 -1.84 854,564 -0.88 0.9616
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,304,336 -28,441 -0.66 862,176 16.98 0.9823
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,332,777 64,313 1.51 737,017 19.06 0.9275
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,268,464 24,818 0.58 619,021 0.29 0.8702
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,243,646 -139,895 -3.19 617,205 8.05 0.8446
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,383,541 -159,820 -3.52 571,224 -6.24 0.8187
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,543,361 19,913 0.44 609,273 28.89 0.9145
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,523,448 59,036 1.32 472,715 -5.97 0.7741
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,464,412 -47,582 -1.05 502,746 -18.26 0.7869
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,511,994 -10,590 -0.23 615,081 -14.11 0.8393
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,522,584 279,526 6.59 716,157 3.11 0.9467
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,243,058 33,822 0.80 694,557 6.09 1.0184
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,209,236 61,581 1.48 654,710 3.69 0.9798
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,147,655 -13,802 -0.33 631,404 19.40 1.0409
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,161,457 66,025 1.61 528,803 34.12 0.9435
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,095,432 100,819 2.52 394,269 4.93 0.8110
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,994,613 288,633 7.79 375,735 12.54 0.8641
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,705,980 -351,335 -8.66 333,856 -40.99 0.9220
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,057,315 339,982 9.15 565,766 29.33 1.1787
2019-11-19 2019-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 3,717,333 81,224 2.23 437,473 7.65 1.1162
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,717,724 81,615 437,521 245,252.4502
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,636,109 27,238 0.75 406,376 11.21 1.0479
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,608,871 82,735 2.35 365,405 6.16 1.0327
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,526,136 -139,734 -3.81 344,204 -16.78 1.1130
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,665,870 74,476 2.07 413,621 10.67 1.1850
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,591,394 -34,255 -0.94 373,747 -6.25 1.1468
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,625,649 -66,684 -1.81 398,669 0.99 1.2582
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,692,333 -659,403 -15.15 394,766 -5.03 1.2516
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 4,351,736 4,305,449 9,301.64 415,662 9,724.20 1.4427
2017-11-01 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 46,287 -4,029,762 -98.86 4,231 -98.82 3.8058
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 4,197,399 121,350 383,567
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 4,076,049 43,460 1.08 358,076 2.91 1.3863
2017-02-16 2016-12-31 13F JPMORGAN CHASE COM 46625H100 4,032,589 112,224 2.86 347,960 33.25 1.4773
2016-11-15 2016-09-30 13F JPMORGAN CHASE COM 46625H100 3,920,365 201,831 5.43 261,137 13.01 1.1744
2016-08-17 2016-06-30 13F JPMORGAN CHASE COM 46625H100 3,718,534 179,371 5.07 231,071 10.25 1.0690
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3,539,163 557,310 18.69 209,588 6.46 1.1168
2016-03-21 2015-12-31 13F/A-2 JPMORGAN CHASE COM 46625H100 2,981,853 130,647 4.58 196,863 13.30 1.0250
2016-02-26 2015-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 2,298,473 -683,380 149,804 0.7833
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 2,281,296 157,156
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 2,851,206 98,357 3.57 173,752 -6.75 0.9763
2015-08-17 2015-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,752,849 541,613 24.49 186,339 39.18 0.9633
2015-08-17 2015-06-30 13F JPMORGAN CHASE COM 46625H100 2,703,607 183,122
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 2,211,236 -71,781 -3.14 133,880 -6.32 0.7328
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 2,283,017 1,166,078 104.40 142,910 112.40 0.7940
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 1,116,939 -27,517 -2.40 67,284 2.09 0.5906
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 1,144,456 82,074 7.73 65,907 2.19 0.5919
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 1,062,382 1,062,382 64,497 0.6172
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.