JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionLantz Financial LLC
Latest Disclosed Ownership8,083 shares
Latest Disclosed Value $ 2,377,755
Lantz Financial LLC reports 1.52% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - Lantz Financial LLC filed a 13F-HR form disclosing ownership of 8,083 shares of JPMorgan Chase & Co. (CH:JPM) valued at $2,377,755 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 8,208 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.52% 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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,083 -125 -1.52 2,378 -10.10 0.4916
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,208 -123 -1.48 2,645 0.65 0.5581
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,331 1,359 19.49 2,628 29.99 0.5815
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,972 107 1.56 2,021 20.08 0.5037
2025-04-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,865 68 1.00 1,684 3.31 0.4609
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,797 20 0.30 1,629 14.08 0.4343
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,777 293 4.52 1,429 8.92 0.3868
2024-08-07 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 6,484 -7 -0.11 1,311 0.85 0.4074
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,484 -7 1,311 0.4074
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,491 -20 -0.31 1,300 17.43 0.4184
2024-01-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,511 236 3.76 1,108 21.65 0.4000
2023-10-20 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,275 40 0.64 910 0.44 0.3621
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,235 522 9.14 907 21.77 0.3550
2023-04-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,713 -1,357 -19.19 744 -21.52 0.3096
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,070 798 12.72 948 44.73 0.4312
2022-10-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,272 1,177 23.10 655 14.11 0.3408
2022-07-29 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,095 -56 -1.09 574 -29.66 0.2591
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,151 -116 -2.20 816 -5.34 0.3758
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,267 -178 -3.27 862 1.77 0.4419
2021-07-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,445 -150 -2.68 847 -0.59 0.4354
2021-04-19 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,595 -201 -3.47 852 15.76 0.4847
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,796 436 8.13 736 42.64 0.4592
2020-10-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,360 745 16.14 516 18.89 0.3470
2020-07-22 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,615 -3,775 -44.99 434 -42.52 0.3124
2020-04-10 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,390 208 2.54 755 -33.83 0.5916
2020-01-17 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,182 -14 -0.17 1,141 22.95 0.6755
2019-10-18 2019-09-30 13F JPMORGAN CHASE COM 46625H100 8,196 -83 -1.00 928 -1.49 0.6262
2019-07-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,279 -296 -3.45 942 8.53 0.6377
2019-04-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 8,575 8,575 868 0.6295
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.