JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionCentaurus Financial, Inc.
Latest Disclosed Ownership49,375 shares
Latest Disclosed Value $ 14,524
Centaurus Financial, Inc. reports 1.95% increase in ownership of JPM / JPMorgan Chase & Co.

On May 18, 2026 - Centaurus Financial, Inc. filed a 13F-HR form disclosing ownership of 49,375 shares of JPMorgan Chase & Co. (CL:JPM) valued at $14,524 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 48,432 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.95% 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)
2026-05-18 2026-03-31 13F JPMORGAN CHASE COM 46625H100 49,375 943 1.95 15 -6.67 0.6903
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 48,432 -1,971 -3.91 16 0.00 0.7137
2025-11-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 50,403 1,175 2.39 16 7.14 0.7462
2025-08-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 49,228 -1,222 -2.42 14 16.67 0.8333
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 50,450 431 0.86 12 9.09 0.7491
2025-03-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 50,019 8,107 19.34 12 37.50 0.7320
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 41,912 2,944 7.55 9 14.29 0.5622
2024-09-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 38,968 5,900 17.84 8 16.67 0.5248
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 33,068 1,956 6.29 7 20.00 0.4635
2024-02-26 2023-12-31 13F JPMORGAN CHASE COM 46625H100 31,112 -818 -2.56 5 25.00 0.4021
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 31,930 5,395 20.33 5 33.33 0.4024
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 26,535 -12,566 -32.14 4 -40.00 0.3378
2023-05-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 39,101 4,616 13.39 5 25.00 0.4080
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 34,485 -8,876 -20.47 5 -99.91 0.4348
2022-12-05 2022-09-30 13F JPMORGAN CHASE COM 46625H100 43,361 536 1.25 4,531 -6.05 0.4417
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 42,825 2,888 7.23 4,823 -11.41 0.4757
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 39,937 -519 -1.28 5,444 -15.02 0.4296
2022-02-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 40,456 6,200 18.10 6,406 14.25 0.4845
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 34,256 1,401 4.26 5,607 9.73 0.4699
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 32,855 4,093 14.23 5,110 16.69 0.4302
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 28,762 -3,109 -9.75 4,379 8.12 0.4319
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 31,871 -2,773 -8.00 4,050 21.44 0.4263
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 34,644 -2,609 -7.00 3,335 -4.82 0.4616
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 37,253 2,949 8.60 3,504 13.47 0.5179
2020-04-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 34,304 8,755 34.27 3,088 -13.28 0.6171
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 25,549 1,144 4.69 3,561 23.99 0.4986
2019-11-09 2019-09-30 13F JPMORGAN CHASE COM 46625H100 24,405 -2,388 -8.91 2,872 -4.11 0.4496
2019-08-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 26,793 24,029 869.36 2,995 10,992.59 0.4717
2019-07-01 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 2,764 -530 -16.09 27 -20.59 0.1605
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 27,303 24,009 2,764
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,294 1,294 64.70 34 -68.81 0.2441
2018-11-02 2018-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 2,000 500 33.33 109 14.74 0.0197
2018-11-02 2018-09-30 13F JPMORGAN CHASE COM 46625H100 26,000 -6,229 2,987 0.5396
2018-08-14 2018-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 1,500 0 0.00 95 -8.65 0.0131
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 32,229 9,093 3,358 0.4637
2018-05-07 2018-03-31 13F JPMORGANCHASE&CO *WEXP10/28/201 46634E114 1,500 -19,844 -92.97 104 -95.44 0.0244
2018-05-07 2018-03-31 13F JPMORGANCHASE&CO COM 46625H100 23,136 1,792 2,544 0.5968
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 21,344 21,344 2,283 0.5915
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.