JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionProffitt & Goodson Inc
Latest Disclosed Ownership5,870 shares
Latest Disclosed Value $ 1,726,720
Proffitt & Goodson Inc reports 4.16% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Proffitt & Goodson Inc filed a 13F-HR form disclosing ownership of 5,870 shares of JPMorgan Chase & Co. (CH:JPM) valued at $1,726,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 6,125 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.16% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,870 -255 -4.16 1,727 -12.52 0.2661
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,125 -1,540 -20.09 1,974 -18.37 0.2751
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,665 -246 -3.11 2,418 5.41 0.3468
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,911 124 1.59 2,293 20.05 0.3496
2025-04-29 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,787 -128 -1.62 1,910 0.69 0.3144
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,915 -35 -0.44 1,897 13.19 0.3148
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,950 -109 -1.35 1,676 2.82 0.2748
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,059 -65 -0.80 1,630 0.18 0.2876
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 8,124 -189 -2.27 1,627 15.06 0.2890
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 8,313 -143 -1.69 1,414 15.33 0.2654
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 8,456 -324 -3.69 1,226 -3.92 0.2516
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,780 105 1.21 1,277 12.92 0.2519
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,675 630 7.83 1,130 4.82 0.2308
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,045 91 1.14 1,079 29.72 0.2298
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,954 -69 -0.86 831 -7.97 0.1796
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 8,023 551 7.37 903 -11.38 0.1846
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,472 310 4.33 1,019 -10.14 0.1848
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,162 -53 -0.73 1,134 -3.98 0.1992
2021-11-01 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,215 0 0.00 1,181 5.26 0.2154
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,215 -113 -1.54 1,122 0.54 0.2039
2021-05-03 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,328 -309 -4.05 1,116 15.05 0.2109
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,637 -359 -4.49 970 25.97 0.1989
2020-10-28 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,996 -296 -3.57 770 -1.28 0.1635
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,292 -253 -2.96 780 1.43 0.1715
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,545 -668 -7.25 769 -40.11 0.2005
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 9,213 -411 -4.27 1,284 13.33 0.2905
2019-10-21 2019-09-30 13F JPMORGAN CHASE COM 46625H100 9,624 170 1.80 1,133 7.19 0.2740
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 9,454 -190 -1.97 1,057 8.30 0.2615
2019-04-18 2019-03-31 13F JPMORGAN CHASE COM 46625H100 9,644 -241 -2.44 976 1.14 0.2463
2019-01-22 2018-12-31 13F JPMORGAN CHASE COM 46625H100 9,885 -497 -4.79 965 -17.66 0.2675
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 10,382 -418 -3.87 1,172 4.18 0.2945
2018-07-20 2018-06-30 13F JPMORGAN CHASE COM 46625H100 10,800 -1,067 -8.99 1,125 -13.79 0.4829
2018-05-07 2018-03-31 13F JPMORGAN CHASE COM 46625H100 11,867 -602 -4.83 1,305 -2.10 0.5595
2018-01-26 2017-12-31 13F JPMORGAN CHASE COM 46625H100 12,469 -1,067 -7.88 1,333 3.09 0.5530
2017-10-24 2017-09-30 13F JPMORGAN CHASE COM 46625H100 13,536 -625 -4.41 1,293 -0.08 0.5673
2017-08-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 14,161 7,411 109.79 1,294 118.21 0.5779
2017-05-08 2017-03-31 13F JPMORGAN CHASE COM 46625H100 6,750 480 7.66 593 9.61 0.2782
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 6,270 550 9.62 541 41.99 0.2723
2016-10-27 2016-09-30 13F JPMORGAN CHASE COM 46625H100 5,720 860 17.70 381 26.16 0.1971
2016-07-21 2016-06-30 13F JPMORGAN CHASE COM 46625H100 4,860 0 0.00 302 4.86 0.1664
2016-04-19 2016-03-31 13F JPMORGAN CHASE COM 46625H100 4,860 230 4.97 288 -5.88 0.1647
2016-02-03 2015-12-31 13F JPMORGAN CHASE COM 46625H100 4,630 920 24.80 306 35.40 0.1802
2015-10-23 2015-09-30 13F JPMORGAN CHASE COM 46625H100 3,710 3,710 226 0.1422
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.