JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionUtah Retirement Systems
Latest Disclosed Ownership441,676 shares
Latest Disclosed Value $ 129,923,412
Utah Retirement Systems reports 3.07% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 441,676 shares of JPMorgan Chase & Co. (MX:JPM) valued at $129,923,412 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 455,644 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.07% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 441,676 -13,968 -3.07 129,923 -11.51 1.3279
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 455,644 -3,213 -0.70 146,818 1.44 1.3968
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 458,857 -2,459 -0.53 144,737 8.22 1.4058
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 461,316 -4,021 -0.86 133,740 17.16 1.3966
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 465,337 -732 -0.16 114,147 2.17 1.3167
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 466,069 -8,300 -1.75 111,721 11.69 1.2308
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 474,369 2,100 0.44 100,025 4.72 1.1286
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 472,269 -28,800 -5.75 95,521 -4.83 1.1343
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 501,069 200 0.04 100,364 17.80 1.1735
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 500,869 3,000 0.60 85,198 18.00 1.0850
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 497,869 -4,100 -0.82 72,201 -1.10 1.0320
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 501,969 -17,700 -3.41 73,006 7.81 1.0123
2023-05-16 2023-03-31 13F JPMORGAN CHASE COM 46625H100 519,669 1,600 0.31 67,718 -2.53 0.9792
2023-02-15 2022-12-31 13F JPMORGAN CHASE COM 46625H100 518,069 -4,900 -0.94 69,473 27.12 1.1017
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 522,969 2,600 0.50 54,651 -6.74 0.9112
2022-08-16 2022-06-30 13F JPMORGAN CHASE COM 46625H100 520,369 -3,800 -0.72 58,599 -17.99 0.9382
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 524,169 -9,600 -1.80 71,455 -15.46 0.9509
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 533,769 -3,800 -0.71 84,522 -3.95 1.0445
2021-11-16 2021-09-30 13F JPMORGAN CHASE COM 46625H100 537,569 -35,900 -6.26 87,995 -1.35 1.1898
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 573,469 -8,500 -1.46 89,197 0.68 1.1482
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 581,969 -25,600 -4.21 88,593 14.75 1.2349
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 607,569 26,100 4.49 77,203 37.92 1.0958
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 581,469 3,900 0.68 55,978 3.04 0.9291
2020-08-13 2020-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 577,569 -17,600 -2.96 54,326 1.39 0.9971
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 577,569 -17,600 54,326 997,101.8962
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 595,169 -100 -0.02 53,583 -35.43 1.1591
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 595,269 -9,300 -1.54 82,980 16.62 1.4587
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 604,569 -9,700 -1.58 71,152 3.61 1.3538
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 614,269 -11,029 -1.76 68,676 8.49 1.3153
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 625,298 3,082 0.50 63,299 4.21 1.2545
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 622,216 -100 -0.02 60,741 -13.50 1.3734
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 622,316 -5,300 -0.84 70,222 7.38 1.3603
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 627,616 -16,300 -2.53 65,398 -7.65 1.3536
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 643,916 1,000 0.16 70,812 2.99 1.5063
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 642,916 -6,500 -1.00 68,753 10.85 1.4449
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 649,416 900 0.14 62,025 4.64 1.3950
2017-08-08 2017-06-30 13F JPMORGAN CHASE COM 46625H100 648,516 -19,300 -2.89 59,274 1.04 1.3815
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 667,816 700 0.10 58,661 1.90 1.4032
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 667,116 0 0.00 57,565 29.58 1.4480
2016-11-07 2016-09-30 13F JPMORGAN CHASE COM 46625H100 667,116 100 0.01 44,423 7.18 1.1498
2016-08-03 2016-06-30 13F JPMORGAN CHASE COM 46625H100 667,016 -1,100 -0.16 41,448 4.76 1.1046
2016-05-10 2016-03-31 13F JPMORGAN CHASE COM 46625H100 668,116 2,400 0.36 39,566 -9.99 1.0729
2016-02-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 665,716 1,100 0.17 43,957 8.48 1.1916
2015-11-03 2015-09-30 13F JPMORGAN CHASE COM 46625H100 664,616 3,600 0.54 40,521 -9.53 1.1603
2015-08-11 2015-06-30 13F JPMORGAN CHASE COM 46625H100 661,016 -15,700 -2.32 44,790 9.26 1.1904
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 676,716 22,300 3.41 40,995 0.10 1.0770
2015-02-11 2014-12-31 13F JPMORGAN CHASE COM 46625H100 654,416 -700 -0.11 40,953 3.77 1.1258
2014-11-06 2014-09-30 13F JPMORGAN CHASE COM 46625H100 655,116 -1,500 -0.23 39,464 4.31 1.1316
2014-08-08 2014-06-30 13F JPMORGAN CHASE COM 46625H100 656,616 -22,200 -3.27 37,834 -8.19 1.0838
2014-05-08 2014-03-31 13F JPMORGAN CHASE COM 46625H100 678,816 4,800 0.71 41,211 4.55 1.1885
2014-02-05 2013-12-31 13F JPMORGAN CHASE COM 46625H100 674,016 0 0.00 39,416 13.14 1.1662
2013-11-06 2013-09-30 13F JPMORGAN CHASE COM 46625H100 674,016 -5,800 -0.85 34,839 -2.92 1.1273
2013-08-02 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 679,816 679,816 35,887 1.2125
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.