JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionSYM FINANCIAL Corp
Latest Disclosed Ownership11,029 shares
Latest Disclosed Value $ 3,244,359
SYM FINANCIAL Corp reports 0.82% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - SYM FINANCIAL Corp filed a 13F-HR form disclosing ownership of 11,029 shares of JPMorgan Chase & Co. (CH:JPM) valued at $3,244,359 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 11,120 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.82% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 11,029 -91 -0.82 3,244 -9.46 0.3242
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 11,120 150 1.37 3,583 3.55 0.3681
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,970 862 8.53 3,460 18.09 0.3702
2025-08-01 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,108 3,884 62.40 2,930 92.01 0.3280
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,224 170 2.81 1,527 5.17 0.1881
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,054 -1,358 -18.32 1,451 -7.11 0.1876
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,412 2,564 52.89 1,563 59.39 0.2091
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,848 59 1.23 981 2.19 0.1563
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,789 -2,133 -30.81 959 -18.52 0.1582
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,922 -199 -2.79 1,177 14.05 0.1906
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,121 5,206 271.85 1,033 271.22 0.1833
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,915 106 5.86 278 18.30 0.0564
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,809 -441 -19.60 236 -21.93 0.0520
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,250 122 5.73 302 35.59 0.0717
2022-10-28 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,128 -5 -0.23 222 -7.50 0.1075
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,133 -248 -10.42 240 -26.15 0.1135
2022-04-22 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,381 588 32.79 325 14.44 0.1397
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,793 -70 -3.76 284 -6.89 0.1105
2021-10-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,863 305 19.58 305 26.03 0.1790
2021-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,558 0 0.00 242 2.11 0.1382
2021-04-19 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,558 -615 -28.30 237 -14.13 0.1364
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,173 -20 -0.91 276 30.81 0.2023
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,193 -533 -19.55 211 -17.58 0.1580
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,726 0 0.00 256 4.49 0.2065
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,726 2,726 245 0.2463
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 0 -3,607 -100.00 0 -100.00
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,607 3,607 407 0.2281
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.