JPMorgan Chase & Co.
AT ˙ WBAG ˙ US46625H1005
€ 267,00 ↑10,85 (4,24%)
2026-06-04
AKTIENPREIS
SecurityAT:JPM / JPMorgan Chase & Co.
InstitutionSawyer & Company, Inc
Latest Disclosed Ownership15,012 shares
Latest Disclosed Value $ 4,415,930
Sawyer & Company, Inc reports 1.30% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Sawyer & Company, Inc filed a 13F-HR form disclosing ownership of 15,012 shares of JPMorgan Chase & Co. (AT:JPM) valued at $3,766,511 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 15,210 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.30% during the quarter. The current value of the position is $4,008,204 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)
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 15,012 -198 -1.30 4,416 -9.90 1.7005
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 15,210 -255 -1.65 4,901 122,400.00 1.7342
2025-10-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 15,465 0 0.00 4 0.00 1.6931
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 15,465 -130 -0.83 4 33.33 1.6931
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 15,595 -1,455 -8.53 4 -25.00 1.5451
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 17,050 -945 -5.25 4 33.33 1.5120
2024-10-10 2024-09-30 13F JPMORGAN CHASE COM 46625H100 17,995 -335 -1.83 4 0.00 1.4038
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 18,330 -260 -1.40 4 -99.92 1.4729
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 18,590 -10 -0.05 3,724 124,000.00 1.4875
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 18,600 -802 -4.13 3 50.00 1.3957
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 19,402 -60 -0.31 3 0.00 1.3138
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 19,462 -55 -0.28 3 0.00 1.2941
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 19,517 -204 -1.03 2 0.00 1.3439
2023-01-11 2022-12-31 13F JPMORGAN CHASE COM 46625H100 19,721 -475 -2.35 3 -99.91 1.3020
2022-10-25 2022-09-30 13F JPMORGAN CHASE COM 46625H100 20,196 392 1.98 2,110 -5.38 1.1501
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 19,804 -752 -3.66 2,230 -20.41 1.1320
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 20,556 14 0.07 2,802 -13.86 1.2603
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 20,542 -47 -0.23 3,253 -3.47 1.4038
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 20,589 -150 -0.72 3,370 4.46 1.5895
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 20,739 -1,540 -6.91 3,226 -4.89 1.5059
2021-04-22 2021-03-31 13F JPMORGAN CHASE COM 46625H100 22,279 -555 -2.43 3,392 16.88 1.6894
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 22,834 0 0.00 2,902 32.03 1.4798
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 22,834 0 0.00 2,198 2.33 1.3076
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 22,834 0 0.00 2,148 4.47 1.3290
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 22,834 -677 -2.88 2,056 -37.26 1.6402
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 23,511 311 1.34 3,277 20.04 2.1100
2019-10-17 2019-09-30 13F JPMORGAN CHASE COM 46625H100 23,200 -110 -0.47 2,730 4.76 1.9439
2019-07-23 2019-06-30 13F JPMORGAN CHASE COM 46625H100 23,310 0 0.00 2,606 10.42 1.7444
2019-05-06 2019-03-31 13F JPMORGAN CHASE COM 46625H100 23,310 0 0.00 2,360 3.69 1.5448
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 23,310 -535 -2.24 2,276 -15.42 1.6713
2018-10-22 2018-09-30 13F JPMORGAN CHASE COM 46625H100 23,845 -64 -0.27 2,691 8.03 1.6417
2018-07-18 2018-06-30 13F JPMORGAN CHASE COM 46625H100 23,909 0 0.00 2,491 -5.25 1.6283
2018-04-17 2018-03-31 13F JPMORGAN CHASE COM 46625H100 23,909 -377 -1.55 2,629 1.23 1.7761
2018-01-11 2017-12-31 13F JPMORGAN CHASE COM 46625H100 24,286 24,286 2,597 1.7034
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.