JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionBoston Partners
Latest Disclosed Ownership7,053,020 shares
Latest Disclosed Value $ 2,075,098,077
Boston Partners reports 2.47% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 7,053,020 shares of JPMorgan Chase & Co. (US:JPM) valued at $2,074,716,363 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,231,996 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.47% during the quarter. The current value of the position is $2,121,901,067 USD.

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 7,053,020 -178,976 -2.47 2,075,098 -10.81 0.9288
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,231,996 -260,767 -3.48 2,326,571 -1.42 2.4089
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,492,763 168,184 2.30 2,360,045 11.12 2.4231
2025-08-12 2025-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 7,324,579 -28,388 -0.39 2,123,927 17.95 2.3587
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,308,551 -44,416 2,119,281 0.9731
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,352,967 -1,010,030 -12.08 1,800,720 -10.54 2.1777
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,362,997 -296,372 -3.42 2,012,972 9.98 2.4484
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,659,369 -353,739 -3.92 1,830,230 0.35 2.1601
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,013,108 -44,719 -0.49 1,823,909 0.70 2.2658
2024-05-28 2024-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 9,057,827 -35,342 -0.39 1,811,234 17.10 2.1574
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 9,057,827 -35,342 1,811,234 0.8963
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 9,093,169 -215,253 -2.31 1,546,751 14.80 2.0486
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 9,308,422 48,957 0.53 1,347,289 -0.30 1.8653
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,259,465 -207,973 -2.20 1,351,341 9.12 1.8189
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,467,438 -299,047 -3.06 1,238,382 -5.60 1.7025
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,766,485 -297,433 -2.96 1,311,833 23.62 1.7746
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 10,063,918 2,227,785 28.43 1,061,182 20.20 1.5531
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,836,133 108,487 1.40 882,859 -16.11 1.2339
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,727,646 49,630 0.65 1,052,349 -13.50 1.2748
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,678,016 -346,061 -4.31 1,216,642 -7.42 1.4655
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 8,024,077 87,963 1.11 1,314,106 6.47 1.6648
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,936,114 -466,110 -5.55 1,234,200 -3.49 1.5740
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 8,402,224 -402,634 -4.57 1,278,877 14.30 1.7151
2021-02-10 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,804,858 -2,526,405 -22.30 1,118,833 2.56 1.7400
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,804,858 -2,526,405 1,118,833 671,233.2982
2020-11-13 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 11,331,263 1,269,306 12.61 1,090,860 15.28 1.9864
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 10,061,957 0 946,274 694,677.8382
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 10,061,957 552,958 5.82 946,274 10.60 1.7381
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 9,508,999 -735,956 -7.18 855,557 -40.10 1.6991
2020-02-06 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 10,244,955 33,669 0.33 1,428,311 18.76 1.8891
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 10,244,955 33,669 1,428,311 803,038.1607
2019-11-20 2019-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 10,211,286 7,668,930 301.65 1,202,693 323.09 1.6286
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,792,036 249,680 314,636 0.4161
2019-08-26 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,542,356 -173,877 -6.40 284,266 3.38 0.3728
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,542,356 -173,877 284,266
2019-05-13 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 2,716,233 -9,823,165 -78.34 274,965 -77.54 0.3643
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,716,233 -9,823,165 274,965
2019-02-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 12,539,398 -3,193,863 -20.30 1,224,096 -31.05 1.7589
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 15,733,261 -261,744 -1.64 1,775,341 6.52 2.0629
2018-08-03 2018-06-30 13F JPMORGAN CHASE COM 46625H100 15,995,005 -97,679 -0.61 1,666,679 -5.82 1.9975
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 16,092,684 -3,201,886 -16.59 1,769,712 -14.23 2.1339
2018-02-14 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 19,294,570 -551,477 -2.78 2,063,361 8.86 2.4307
2018-02-01 2017-12-31 13F JPMORGAN CHASE COM 46625H100 19,294,570 -551,477 2,063,361
2017-11-02 2017-09-30 13F JPMORGAN CHASE COM 46625H100 19,846,047 -677,121 -3.30 1,895,496 1.05 2.3421
2017-08-02 2017-06-30 13F JPMORGAN CHASE COM 46625H100 20,523,168 -951,577 -4.43 1,875,818 -0.56 2.3853
2017-05-03 2017-03-31 13F JPMORGAN CHASE COM 46625H100 21,474,745 -577,322 -2.62 1,886,341 -0.87 2.4087
2017-02-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 22,052,067 -2,242,123 -9.23 1,902,872 17.62 2.5021
2016-11-09 2016-09-30 13F JPMORGAN CHASE COM 46625H100 24,294,190 -920,502 -3.65 1,617,750 3.25 2.2620
2016-08-05 2016-06-30 13F JPMORGAN CHASE COM 46625H100 25,214,692 -553,022 -2.15 1,566,840 2.68 2.2639
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 25,767,714 -681,544 -2.58 1,525,965 -12.62 2.2476
2016-02-08 2015-12-31 13F JPMORGAN CHASE COM 46625H100 26,449,258 -87,273 -0.33 1,746,445 7.94 2.5017
2015-11-10 2015-09-30 13F JPMORGAN CHASE COM 46625H100 26,536,531 926,342 3.62 1,617,932 -6.77 2.4662
2015-08-10 2015-06-30 13F JPMORGAN CHASE COM 46625H100 25,610,189 916,169 3.71 1,735,346 16.00 2.4929
2015-05-05 2015-03-31 13F JPMORGAN CHASE COM 46625H100 24,694,020 -1,204,598 -4.65 1,495,963 -7.70 2.2272
2015-02-09 2014-12-31 13F JPMORGAN CHASE COM 46625H100 25,898,618 836,238 3.34 1,620,736 7.35 2.4325
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 25,062,380 2,728,430 12.22 1,509,759 17.32 2.4503
2014-08-08 2014-06-30 13F JPMORGAN CHASE COM 46625H100 22,333,950 2,254,993 11.23 1,286,882 5.57 2.1553
2014-05-07 2014-03-31 13F JPMORGAN CHASE COM 46625H100 20,078,957 1,031,136 5.41 1,218,993 9.43 2.2236
2014-02-06 2013-12-31 13F JPMORGAN CHASE COM 46625H100 19,047,821 589,602 3.19 1,113,917 16.75 2.2836
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 18,458,219 841,852 4.78 954,105 2.60 2.3007
2013-08-01 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 17,616,367 17,616,367 929,968 2.5602
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.