JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionColumbus Macro, LLC
Latest Disclosed Ownership1,729 shares
Latest Disclosed Value $ 508,618
Columbus Macro, LLC reports 1.65% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Columbus Macro, LLC filed a 13F-HR form disclosing ownership of 1,729 shares of JPMorgan Chase & Co. (CH:JPM) valued at $508,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 1,758 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.65% 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,729 -29 -1.65 509 -10.25 0.0543
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,758 -120 -6.39 566 -4.39 0.0620
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,878 -142 -7.03 592 1.20 0.0674
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,020 -35 -1.70 586 16.07 0.0717
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,055 -94 -4.37 504 -2.14 0.0664
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,149 509 31.04 515 45.89 0.0715
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,640 -53 -3.13 354 2.32 0.1287
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,693 -6 -0.35 345 1.47 0.1334
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,699 -161 -8.66 340 7.59 0.1290
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,860 -41 -2.16 316 14.91 0.1249
2023-10-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,901 -59 -3.01 276 -5.82 0.1163
2023-07-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,960 -1,201 -37.99 292 -32.72 0.1161
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,161 181 6.07 434 8.77 0.1614
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,980 38 1.29 400 29.97 0.1534
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,942 57 1.98 307 -5.54 0.1257
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,885 73 2.60 325 -15.14 0.1235
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,812 -21 -0.74 383 -14.70 0.1308
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,833 -243 -7.90 449 -10.74 0.1507
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,076 -47 -1.50 503 3.50 0.1661
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,123 -49 -1.54 486 0.62 0.1512
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,172 -1,086 -25.50 483 -10.72 0.1505
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,258 -569 -11.79 541 16.34 0.1661
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,827 -711 -12.84 465 -10.75 0.1421
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,538 -2,184 -28.28 521 -25.04 0.1421
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,722 -877 -10.20 695 -42.04 0.2014
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,599 1,607 22.98 1,199 45.69 0.2652
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,992 -1,528 -17.93 823 -13.64 0.2069
2019-07-16 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,520 -178 -2.05 953 8.30 0.2045
2019-04-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 8,698 -287 -3.19 880 0.34 0.1926
2019-01-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 8,985 -374 -4.00 877 -16.95 0.2000
2018-10-12 2018-09-30 13F JPMORGAN CHASE COM 46625H100 9,359 387 4.31 1,056 12.94 0.2616
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 8,972 -344 -3.69 935 -8.69 0.2431
2018-04-17 2018-03-31 13F JPMORGAN CHASE COM 46625H100 9,316 -916 -8.95 1,024 -6.40 0.2649
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 10,232 10,232 1,094 0.3417
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.