JPMorgan Chase & Co.
AT ˙ WBAG ˙ US46625H1005
€ 267,00 ↑10,85 (4,24%)
2026-06-04
AKTIENPREIS
SecurityAT:JPM / JPMorgan Chase & Co.
InstitutionSearle & Co.
Latest Disclosed Ownership16,692 shares
Latest Disclosed Value $ 4,910,091
Searle & Co. ownership in JPM / JPMorgan Chase & Co.

On May 8, 2026 - Searle & Co. filed a 13F-HR form disclosing ownership of 16,692 shares of JPMorgan Chase & Co. (AT:JPM) valued at $4,188,023 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 16,692 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $4,456,764 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 16,692 0 0.00 4,910 -8.70 1.2346
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 16,692 0 0.00 5,378 2.15 1.3877
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 16,692 21 0.13 5,265 8.94 1.3948
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 16,671 -17 -0.10 4,833 18.08 1.3653
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 16,688 0 0.00 4,094 2.33 1.1667
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 16,688 -287,554 -94.51 4,000 -93.76 1.1532
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 304,242 23,300 8.29 64,152 12.90 16.0009
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 280,942 18,975 7.24 56,823 8.29 13.3169
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 261,967 -13 -0.00 52,472 17.75 13.3813
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 261,980 846 0.32 44,563 17.67 12.1878
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 261,134 0 0.00 37,870 -8.19 12.8864
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 261,134 17 0.01 41,249 14.27 12.7754
2023-06-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 261,117 0 0.00 36,097 3.09 11.8117
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 261,117 0 0.00 35,016 28.32 11.9432
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 261,117 252,806 3,041.82 27,287 2,815.28 10.4853
2022-08-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 8,311 0 0.00 936 -17.39 0.3691
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 8,311 500 6.40 1,133 -8.41 0.4180
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,811 -544 -6.51 1,237 -9.58 0.4500
2021-10-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 8,355 0 0.00 1,368 5.23 0.5603
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 8,355 0 0.00 1,300 2.20 0.5317
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 8,355 0 0.00 1,272 19.77 0.5672
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,355 -500 -5.65 1,062 24.65 0.5105
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 8,855 -55 -0.62 852 1.67 0.4642
2020-08-03 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,910 102 1.16 838 5.67 0.4861
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,808 0 0.00 793 -35.42 0.5625
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,808 0 0.00 1,228 18.42 0.6760
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 8,808 0 0.00 1,037 5.28 0.6119
2019-07-17 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,808 0 0.00 985 10.43 0.5989
2019-04-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 8,808 87 1.00 892 4.82 0.5559
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 8,721 0 0.00 851 -13.52 0.5984
2018-10-16 2018-09-30 13F JPMORGAN CHASE COM 46625H100 8,721 0 0.00 984 8.25 0.5769
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 8,721 0 0.00 909 -5.21 0.5765
2018-04-25 2018-03-31 13F JPMORGAN CHASE COM 46625H100 8,721 0 0.00 959 2.79 0.6238
2018-01-17 2017-12-31 13F JPMORGAN CHASE COM 46625H100 8,721 0 0.00 933 12.00 0.5858
2017-10-27 2017-09-30 13F JPMORGAN CHASE COM 46625H100 8,721 55 0.63 833 5.18 0.5508
2017-07-19 2017-06-30 13F JPMORGAN CHASE COM 46625H100 8,666 271 3.23 792 7.46 0.5435
2017-05-01 2017-03-31 13F JPMORGAN CHASE COM 46625H100 8,395 1,026 13.92 737 15.88 0.5168
2017-02-24 2016-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 7,369 0 0.00 636 29.53 0.5276
2017-01-09 2016-12-31 13F JPMORGAN CHASE COM 46625H100 33,828 2,919
2016-10-11 2016-09-30 13F JPMORGAN CHASE COM 46625H100 7,369 7,369 0.00 491 0.4267
2016-07-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 0 -7,369 -100.00 0 -100.00
2016-04-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 7,369 970 15.16 441 8.35 0.4060
2016-01-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 6,399 -569 -8.17 407 -4.24 0.3904
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 6,968 1,026 17.27 425 5.72 0.4367
2015-09-29 2015-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 5,942 0 0.00 402 11.98 0.3352
2015-09-29 2015-03-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 5,942 0 0.00 359 -3.23 0.3089
2015-09-28 2014-12-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 5,942 5,942 371 0.3139
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.