JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTd Asset Management Inc
Latest Disclosed Ownership4,376,725 shares
Latest Disclosed Value $ 1,287,457,426
Td Asset Management Inc reports 11.25% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Td Asset Management Inc filed a 13F-HR form disclosing ownership of 4,376,725 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,287,457,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 4,931,716 shares of JPMorgan Chase & Co.. This represents a change in shares of -11.25% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,376,725 -554,991 -11.25 1,287,457 -18.98 0.5585
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,931,716 -148,269 -2.92 1,589,098 -0.83 1.2784
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,079,985 -33,263 -0.65 1,602,380 8.09 1.3013
2025-07-28 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,113,248 45,094 0.89 1,482,382 19.24 1.2652
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,068,154 108,675 2.19 1,243,218 4.57 1.1443
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,959,479 142,857 2.97 1,188,837 17.25 1.0518
2024-11-01 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,816,622 113,790 2.42 1,013,899 6.59 0.8948
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,702,832 -50,003 -1.05 951,195 -0.08 0.8871
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,752,835 277,261 6.19 951,993 25.05 0.8856
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,475,574 756,220 20.33 761,295 41.14 0.7485
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,719,354 -1,689 -0.05 539,381 -0.33 0.6534
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,721,043 -59,624 -1.58 541,188 9.85 0.6163
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,780,667 336,429 9.77 492,659 6.67 0.5946
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,444,238 268,483 8.45 461,872 37.00 0.5700
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,175,755 -5,324 -0.17 337,138 -5.89 0.4221
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,181,079 -461,177 -12.66 358,222 -27.85 0.4150
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,642,256 -199,099 -5.18 496,512 -18.37 0.2933
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,357,221 457,656
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,841,355 -117,637 -2.97 608,279 -6.14 0.5093
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,958,992 -321,455 -7.51 648,047 -0.25 0.6728
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,280,447 -715,212 -14.32 649,686 -14.57 0.6595
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,995,659 225,739 4.73 760,489 25.47 0.8500
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,769,920 522,404 12.30 606,113 48.23 0.7359
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,247,516 376,306 9.72 408,909 12.30 0.5672
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,871,210 345,200 9.79 364,126 14.70 0.5180
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,526,010 -357,704 -9.21 317,446 -41.36 0.5372
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,883,714 -233,672 -5.68 541,390 11.72 0.7860
2019-11-07 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,117,386 292,662 7.65 484,575 13.32 0.7407
2019-08-01 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,824,724 -352,120 -8.43 427,604 1.13 0.6403
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,176,844 -65,991 -1.56 422,822 2.09 0.6454
2019-02-01 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,242,835 -51,857 -1.21 414,185 -14.53 0.7205
2018-11-01 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,294,692 -264,534 -5.80 484,613 2.01 0.7169
2018-07-31 2018-06-30 13F JPMORGAN CHASE COM 46625H100 4,559,226 -8,829 -0.19 475,072 -5.43 0.7239
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 4,568,055 773,178 20.37 502,349 23.78 0.7690
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,794,877 -135,395 -3.44 405,824 8.11 0.5912
2017-11-09 2017-09-30 13F JPMORGAN CHASE COM 46625H100 3,930,272 -52,378 -1.32 375,381 3.12 0.5628
2017-08-01 2017-06-30 13F JPMORGAN CHASE COM 46625H100 3,982,650 -78,432 -1.93 364,014 2.04 0.5737
2017-05-05 2017-03-31 13F JPMORGAN CHASE COM 46625H100 4,061,082 23,127 0.57 356,725 2.38 0.5689
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 4,037,955 -444,353 -9.91 348,435 16.74 0.5876
2016-11-02 2016-09-30 13F JPMORGAN CHASE COM 46625H100 4,482,308 263,962 6.26 298,477 13.87 0.5165
2016-08-04 2016-06-30 13F JPMORGAN CHASE COM 46625H100 4,218,346 -363,987 -7.94 262,128 -3.40 0.4754
2016-05-05 2016-03-31 13F JPMORGAN CHASE COM 46625H100 4,582,333 -197,844 -4.14 271,366 -14.03 0.5074
2016-02-04 2015-12-31 13F JPMORGAN CHASE COM 46625H100 4,780,177 -123,531 -2.52 315,635 5.57 0.6261
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 4,903,708 -217,483 -4.25 298,979 -13.84 0.5886
2015-08-11 2015-06-30 13F JPMORGAN CHASE COM 46625H100 5,121,191 81,358 1.61 347,012 13.66 0.6197
2015-04-28 2015-03-31 13F JPMORGAN CHASE COM 46625H100 5,039,833 5,039,833 0.00 305,313 0.5510
2015-01-30 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -5,137,146 -100.00 0 -100.00
2014-11-06 2014-09-30 13F JPMORGAN CHASE COM 46625H100 5,137,146 404,935 8.56 309,461 13.49 0.5337
2014-08-12 2014-06-30 13F JPMORGAN CHASE COM 46625H100 4,732,211 -120,302 -2.48 272,670 -7.44 0.4646
2014-05-09 2014-03-31 13F JPMORGAN CHASE COM 46625H100 4,852,513 -196,934 -3.90 294,596 -0.24 0.5358
2014-02-07 2013-12-31 13F JPMORGAN CHASE COM 46625H100 5,049,447 -403,495 -7.40 295,292 4.76 0.5516
2013-11-08 2013-09-30 13F JPMORGAN CHASE COM 46625H100 5,452,942 -1,065,585 -16.35 281,862 -18.09 0.5600
2013-07-24 2013-06-30 13F JPMORGAN CHASE COM 46625H100 6,518,527 6,518,527 344,113 0.7380
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.