JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionKinneret Advisory, LLC
Latest Disclosed Ownership39,744 shares
Latest Disclosed Value $ 11,691,095
Kinneret Advisory, LLC reports 4.25% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Kinneret Advisory, LLC filed a 13F-HR form disclosing ownership of 39,744 shares of JPMorgan Chase & Co. (MX:JPM) valued at $11,691,095 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 41,506 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.25% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 39,744 -1,762 -4.25 11,691 -12.58 1.1081
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 41,506 -1,136 -2.66 13,374 -0.57 1.1326
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 42,642 -191 -0.45 13,451 8.32 1.1447
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 42,833 -64 -0.15 12,418 18.01 1.1307
2025-07-21 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 42,897 -144 -0.33 10,523 1.99 1.0606
2025-04-29 2025-03-31 13F JPMORGAN CHASE COM 46625H100 28,878 -14,163 7,084 1.0607
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 43,041 -2,005 -4.45 10,317 8.62 0.9740
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 45,046 -590 -1.29 9,498 2.90 0.8715
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 45,636 2 0.00 9,230 0.98 0.8854
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 45,634 -142 -0.31 9,140 17.39 0.9137
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 45,776 -291 -0.63 7,786 16.56 0.8620
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 46,067 -27 -0.06 6,681 -0.34 0.8252
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 46,094 0 0.00 6,704 11.61 0.7941
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 46,094 -2,476 -5.10 6,007 -7.78 0.7758
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 48,570 9,138 23.17 6,513 58.04 0.8609
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 39,432 0 0.00 4,121 -7.18 0.5717
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 39,432 835 2.16 4,440 -15.62 0.5760
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 38,597 863 2.29 5,262 -11.93 0.5776
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 37,734 0 0.00 5,975 -3.27 0.6185
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 37,734 0 0.00 6,177 5.25 0.7241
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 37,734 0 0.00 5,869 2.18 0.6935
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 37,734 0 0.00 5,744 19.79 0.7374
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 37,734 0 0.00 4,795 31.98 0.6508
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 37,734 -1,215 -3.12 3,633 -0.85 0.5507
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 38,949 0 0.00 3,664 4.48 0.5893
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 38,949 4,358 12.60 3,507 -27.27 0.6831
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 34,591 0 0.00 4,822 18.45 0.8768
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 34,591 0 0.00 4,071 5.28 0.8107
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 34,591 0 0.00 3,867 10.42 0.7839
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 34,591 18,177 110.74 3,502 118.60 0.7369
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 16,414 16,414 1,602 0.4743
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.