JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionActivest Wealth Management
Latest Disclosed Ownership6,588 shares
Latest Disclosed Value $ 1,937,875
Activest Wealth Management reports 42.72% increase in ownership of CMC / JPMorgan Chase & Co.

On April 15, 2026 - Activest Wealth Management filed a 13F-HR form disclosing ownership of 6,588 shares of JPMorgan Chase & Co. (DE:CMC) valued at $1,676,317 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 4,616 shares of JPMorgan Chase & Co.. This represents a change in shares of 42.72% during the quarter. The current value of the position is $1,696,739 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 6,588 1,972 42.72 1,938 30.26 0.3405
2026-01-30 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,616 -1,661 -26.46 1,487 -24.90 0.2778
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,277 1,256 25.01 1,980 36.08 0.4009
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,021 -102 -1.99 1,456 15.84 0.3510
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,123 392 8.29 1,257 10.76 0.3371
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,731 -334 -6.59 1,134 6.18 0.3170
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,065 597 13.36 1,068 18.27 0.3299
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,468 4,431 11,975.68 904 12,800.00 0.2973
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 37 -399 -91.51 7 -90.54 0.0036
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 436 400 1,111.11 74 1,380.00 0.0409
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 36 -71 -66.36 5 -61.54 0.0032
2023-07-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 107 5 4.90 14 0.00 0.0096
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 102 -12,895 -99.22 13 -99.26 0.0084
2023-01-18 2022-12-31 13F JPMORGAN CHASE COM 46625H100 12,997 -470 -3.49 1,746 23.41 0.5166
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 13,467 13,366 13,233.66 1,414 12,754.55 0.4569
2022-10-13 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 101 7 7.45 11 -15.38 0.0078
2022-07-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 361 267 41 0.0271
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 94 74 370.00 13 333.33 0.0084
2022-01-13 2021-12-31 13F JPMORGAN CHASE COM 46625H100 20 -411 -95.36 3 -95.77 0.0019
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 431 319 284.82 71 317.65 0.0473
2021-09-20 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 112 -275 -71.06 17 -71.19 0.0128
2021-09-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 112 112 17 0.0128
2021-09-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 387 387 59 0.0482
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.