JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionCX Institutional
Latest Disclosed Ownership38,713 shares
Latest Disclosed Value $ 11,388
CX Institutional reports 2.25% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 38,713 shares of JPMorgan Chase & Co. (CH:JPM) valued at $11,388 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 39,606 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.25% 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)
2026-04-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 38,713 -893 -2.25 11 -8.33 0.3474
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 39,606 -3,218 -7.51 13 -7.69 0.3806
2025-10-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 42,824 16,994 65.79 14 85.71 0.4101
2025-07-16 2025-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 25,830 1,220 4.96 7 16.67 0.2611
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 25,830 1,220 7 0.2600
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 24,610 1,073 4.56 6 -99.89 0.2279
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 23,537 2,925 14.19 5,642 29.82 0.2240
2024-10-11 2024-09-30 13F JPMORGAN CHASE COM 46625H100 20,612 -1,397 -6.35 4,346 -2.36 0.1930
2024-07-11 2024-06-30 13F JPMORGAN CHASE COM 46625H100 22,009 -1,480 -6.30 4,452 -5.38 0.2089
2024-04-15 2024-03-31 13F JP Morgan Chase COM 46625H100 23,489 -16,020 -40.55 4,705 -30.00 0.2268
2024-01-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 39,509 254 0.65 6,721 18.06 0.3593
2023-10-18 2023-09-30 13F JP Morgan Chase COM 46625H100 39,255 19,729 101.04 5,693 100.49 0.3135
2023-07-26 2023-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 19,526 1,454 8.05 2,840 20.71 0.1471
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 18,072 3,394 23.12 2,353 19.51 0.1253
2023-02-03 2022-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 14,678 3,239 28.32 1,968 64.69 0.1196
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 11,439 -21 -0.18 1,195 -7.44 0.0829
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 11,460 -603 -5.00 1,291 -21.47 0.0974
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 12,063 426 3.66 1,644 -10.80 0.1316
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,637 -25 -0.21 1,843 -3.46 0.1466
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 11,662 -392 -3.25 1,909 1.81 0.1560
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 12,054 -632 -4.98 1,875 -2.90 0.1540
2021-04-15 2021-03-31 13F JPMORGAN CHASE COM 46625H100 12,686 -21,051 -62.40 1,931 -54.96 0.1726
2021-01-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 33,737 -908 -2.62 4,287 28.55 0.4129
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 34,645 4,313 14.22 3,335 16.89 0.3599
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 30,332 4,225 16.18 2,853 21.40 0.3749
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 26,107 16,462 170.68 2,350 74.72 0.3833
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 9,645 321 3.44 1,345 22.61 0.2347
2019-10-10 2019-09-30 13F JPMORGAN CHASE COM 46625H100 9,324 -11,633 -55.51 1,097 -53.18 0.1773
2019-07-17 2019-06-30 13F JPMORGAN CHASE COM 46625H100 20,957 10,568 101.72 2,343 122.72 0.3719
2019-04-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 10,389 324 3.22 1,052 7.02 0.1855
2019-01-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 10,065 9,436 1,500.16 983 1,284.51 0.2075
2018-10-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 629 0 0.00 71 7.58 0.0235
2018-07-12 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 629 629 66 0.0244
2018-07-12 2018-06-30 13F JPMORGAN CHASE COM 46625H100 229 25
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.