JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionGilbert & Cook, Inc.
Latest Disclosed Ownership8,142 shares
Latest Disclosed Value $ 2,394,904
Gilbert & Cook, Inc. reports 16.24% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Gilbert & Cook, Inc. filed a 13F-HR form disclosing ownership of 8,142 shares of JPMorgan Chase & Co. (CL:JPM) valued at $2,394,904 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 9,721 shares of JPMorgan Chase & Co.. This represents a change in shares of -16.24% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,142 -1,579 -16.24 2,395 -23.56 0.3093
2026-01-07 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,721 -1,593 -14.08 3,132 -12.22 0.3937
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 11,314 -289 -2.49 3,569 6.10 0.4586
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,603 830 7.70 3,364 27.29 0.4546
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,773 -27 -0.25 2,642 2.09 0.3832
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,800 172 1.62 2,589 15.48 0.3650
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,628 -35 -0.33 2,241 3.94 0.3081
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,663 -828 -7.21 2,157 -6.30 0.3153
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,491 131 1.15 2,302 19.10 0.3137
2024-02-13 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 11,360 164 1.46 1,932 19.04 0.2735
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,360 164 1,932 0.2735
2023-11-02 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,196 1,343 13.63 1,624 13.34 0.2561
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,853 186 1.92 1,433 13.74 0.2298
2023-05-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,667 382 4.11 1,260 1.12 0.2174
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,285 -71 -0.76 1,245 4.80 0.2265
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,356 97 1.05 1,188 13.90 0.2641
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 9,259 83 0.90 1,043 -16.63 0.1874
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 9,176 1,915 26.37 1,251 8.78 0.2025
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,261 272 3.89 1,150 0.52 0.1850
2022-01-20 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 6,989 39 0.56 1,144 5.83 0.2047
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,968 -982 1,144 0.2048
2021-07-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,950 244 3.64 1,081 5.88 0.1946
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,706 542 8.79 1,021 29.90 0.2008
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,164 839 15.76 786 53.22 0.1696
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,325 427 8.72 513 11.28 0.1217
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,898 170 3.60 461 8.22 0.1155
2020-05-05 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,728 36 0.77 426 -34.86 0.1252
2020-02-03 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,692 145 3.19 654 22.24 0.1602
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,547 161 3.67 535 9.18 0.1499
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,386 115 2.69 490 13.43 0.1432
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,271 37 0.87 432 4.60 0.1313
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,234 1,045 32.77 413 14.72 0.1459
2018-11-07 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,189 -295 -8.47 360 -0.83 0.1117
2018-07-17 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,484 284 8.88 363 3.13 0.1224
2018-04-30 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,200 -554 -14.76 352 -12.22 0.1232
2018-02-01 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,754 -98 -2.54 401 8.97 0.1397
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 3,852 -4,492 -53.84 368 -51.77 0.1345
2017-07-20 2017-06-30 13F JPMORGAN CHASE COM 46625H100 8,344 4,445 114.00 763 123.10 0.2696
2017-05-22 2017-03-31 13F JPMORGAN CHASE COM 46625H100 3,899 -198 -4.83 342 -3.39 0.1408
2017-05-22 2016-12-31 13F JPMORGAN CHASE COM 46625H100 4,097 4,097 354 0.1564
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.