Business Context and Reporting Period
This filing is a Form 13F-HR submitted by JPMORGAN CHASE & CO for the quarter ended March 31, 2026. The report discloses equity holdings managed by JPMorgan Chase & Co and 17 other included institutional investment managers, including J.P. Morgan Trust Co of Delaware, JPMorgan Chase Bank, N.A., and various international asset management subsidiaries.
Key Financial Metrics
As a Form 13F filing, this document reports portfolio holdings rather than the operating financial performance (revenue, profit, cash flow) of JPMorgan Chase & Co itself. The filing provides the following aggregate portfolio metrics:
- Total Portfolio Value: $1,557,139,501,048
- Total Number of Holdings: 33,063 entries
- Number of Included Managers: 17
Note: Revenue, profit, margins, debt, and liquidity figures for JPMorgan Chase & Co are not contained in this filing.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., December 31, 2025) to calculate material changes in holdings or portfolio value. The document serves as a snapshot of holdings as of the reporting date.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, or specific risk disclosures regarding the firm's operations. It includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total reported value of $1.56 trillion against the firm's 10-Q or 10-K filings for the same period to distinguish between managed assets and corporate assets.
- Confirm the list of 17 included managers to ensure all relevant JPMorgan entities are accounted for in the aggregate data.
- Review the specific Schedule 13F holdings (not included in this summary text) to analyze sector concentration and top positions.
- Note the filing date of May 13, 2026, to ensure the data is current relative to market conditions.