JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionFundamentun, Llc
Latest Disclosed Ownership55,765 shares
Latest Disclosed Value $ 16,404,010
Fundamentun, Llc reports 2.61% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Fundamentun, Llc filed a 13F-HR form disclosing ownership of 55,765 shares of JPMorgan Chase & Co. (CH:JPM) valued at $16,404,010 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 54,346 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.61% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 55,765 1,419 2.61 16,404 -6.32 0.6578
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 54,346 1,115 2.09 17,512 4.29 0.7018
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 53,231 -282 -0.53 16,791 8.22 0.6930
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 53,513 641 1.21 15,514 19.62 0.7105
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 52,872 7,024 15.32 12,970 18.01 0.6911
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 45,848 -2,200 -4.58 10,990 8.48 0.6607
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 48,048 4,154 9.46 10,132 14.11 0.7073
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 43,894 -10,331 -19.05 8,878 -18.26 0.7353
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 54,225 -1,475 -2.65 10,861 14.64 1.0600
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 55,700 -4,848 -8.01 9,475 7.90 1.1213
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 60,548 2,988 5.19 8,781 4.89 1.3124
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 57,560 3,210 5.91 8,372 18.20 1.2848
2023-05-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 54,350 -1,511 -2.70 7,082 -5.46 1.1914
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 55,861 542 0.98 7,491 29.58 1.3380
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 55,319 -4,422 -7.40 5,781 -14.08 1.1685
2022-09-06 2022-06-30 13F JPMORGAN CHASE COM 46625H100 59,741 1,981 3.43 6,728 -14.55 1.2738
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 57,760 2,260 4.07 7,874 -10.41 1.3076
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 55,500 123 0.22 8,789 -3.04 1.3851
2021-10-19 2021-09-30 13F JPMORGAN CHASE COM 46625H100 55,377 12,327 28.63 9,065 35.38 1.5761
2021-07-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 43,050 4,596 11.95 6,696 14.38 1.8437
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 38,454 -5,082 -11.67 5,854 5.82 1.8511
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 43,536 2,521 6.15 5,532 40.09 1.7400
2020-10-29 2020-09-30 13F JPMORGAN CHASE COM 46625H100 41,015 5,058 14.07 3,949 16.77 1.4338
2020-07-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 35,957 6,308 21.28 3,382 26.71 1.4298
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 29,649 7,667 34.88 2,669 -12.89 1.4209
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 21,982 4,701 27.20 3,064 50.64 1.4209
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 17,281 2,919 20.32 2,034 26.65 1.1530
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 14,362 1,823 14.54 1,606 26.56 1.0139
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 12,539 12,539 1,269 1.0010
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.