JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionAdvisory Research Inc
Latest Disclosed Ownership5,234 shares
Latest Disclosed Value $ 1,539,633
Advisory Research Inc reports 6.20% decrease in ownership of CMC / JPMorgan Chase & Co.

On May 14, 2026 - Advisory Research Inc filed a 13F-HR form disclosing ownership of 5,234 shares of JPMorgan Chase & Co. (DE:CMC) valued at $1,331,791 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,580 shares of JPMorgan Chase & Co.. This represents a change in shares of -6.20% during the quarter. The current value of the position is $1,348,017 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.

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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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,234 -346 -6.20 1,540 -14.36 0.1607
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,580 -567 -9.22 1,798 -7.28 0.2260
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,147 -725 -10.55 1,939 -2.71 0.2546
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,872 -134 -1.91 1,992 15.95 0.3061
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,006 -1,130 -13.89 1,719 -11.90 0.3029
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,136 -796 -8.91 1,950 3.56 0.3241
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,932 -1,472 -14.15 1,883 -10.50 0.3346
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,404 -205 -1.93 2,104 -0.94 0.3958
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,609 -27 -0.25 2,125 17.41 0.4225
2024-02-13 2023-12-31 13F JPMorgan Chase COM 46625H100 10,636 -3,341 -23.90 1,809 -10.71 0.2791
2023-11-13 2023-09-30 13F JPMorgan Chase COM 46625H100 13,977 -1,180 -7.79 2,027 -8.08 0.2814
2023-08-14 2023-06-30 13F JPMorgan Chase COM 46625H100 15,157 2,687 21.55 2,204 35.71 0.2827
2023-05-12 2023-03-31 13F JPMorgan Chase COM 46625H100 12,470 0 0.00 1,625 -2.87 0.2671
2023-02-13 2022-12-31 13F JPMorgan Chase COM 46625H100 12,470 -1,479 -10.60 1,672 14.68 0.1573
2022-11-15 2022-09-30 13F JPMorgan Chase COM 46625H100 13,949 -84 -0.60 1,458 -7.72 0.1425
2022-08-17 2022-06-30 13F/A-1 JPMorgan Chase COM 46625H100 14,033 3,184 29.35 1,580 6.83 0.1543
2022-08-15 2022-06-30 13F JPMorgan Chase COM 46625H100 10,849 0 1,479 0.0912
2022-05-16 2022-03-31 13F JPMorgan Chase COM 46625H100 10,849 -2,828 -20.68 1,479 -31.69 0.1185
2022-02-11 2021-12-31 13F JPMorgan Chase COM 46625H100 13,677 -108,954 -88.85 2,165 -89.21 0.1704
2021-11-12 2021-09-30 13F JPMorgan Chase COM 46625H100 122,631 -40,248 -24.71 20,073 -20.77 1.2889
2021-08-16 2021-06-30 13F JPMorgan Chase COM 46625H100 162,879 -48,638 -22.99 25,334 -21.32 1.6682
2021-05-12 2021-03-31 13F JPMorgan Chase COM 46625H100 211,517 -4,952 -2.29 32,199 17.06 2.2679
2021-02-12 2020-12-31 13F JPMorgan Chase COM 46625H100 216,469 29,902 16.03 27,507 53.15 2.0169
2020-11-12 2020-09-30 13F JPMorgan Chase COM 46625H100 186,567 -22,857 -10.91 17,961 -8.82 1.7508
2020-08-13 2020-06-30 13F JPMorgan Chase COM 46625H100 209,424 1,130 0.54 19,698 5.04 1.7525
2020-05-12 2020-03-31 13F JPMorgan Chase COM 46625H100 208,294 -11,274 -5.13 18,753 -38.73 1.2999
2020-02-11 2019-12-31 13F JPMorgan Chase COM 46625H100 219,568 -146,418 -40.01 30,608 -28.94 1.4067
2019-11-12 2019-09-30 13F JPMorgan Chase COM 46625H100 365,986 -12,447 -3.29 43,073 1.81 2.0737
2019-08-14 2019-06-30 13F JPMorgan Chase COM 46625H100 378,433 -1,383 -0.36 42,309 10.04 0.8319
2019-05-15 2019-03-31 13F JPMorgan Chase COM 46625H100 379,816 -5,372 -1.39 38,449 2.25 0.7427
2019-02-13 2018-12-31 13F JPMorgan Chase COM 46625H100 385,188 -3,126 -0.81 37,602 -14.18 0.7964
2018-11-13 2018-09-30 13F JPMorgan Chase COM 46625H100 388,314 -22,321 -5.44 43,817 2.40 0.7167
2018-08-14 2018-06-30 13F JPMorgan Chase COM 46625H100 410,635 -4,426 -1.07 42,788 -6.26 0.6848
2018-05-15 2018-03-31 13F JPMorgan Chase COM 46625H100 415,061 -169,399 -28.98 45,644 -26.97 0.8206
2018-02-08 2017-12-31 13F JPMorgan Chase COM 46625H100 584,460 9,101 1.58 62,502 13.74 1.0343
2017-11-14 2017-09-30 13F JPMorgan Chase COM 46625H100 575,359 140,191 32.22 54,953 38.16 0.8746
2017-08-22 2017-06-30 13F/A-1 JPMorgan Chase COM 46625H100 435,168 243,121 126.59 39,774 135.78 0.6271
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 192,047 0 16,869
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 192,047 147,138 327.64 16,869 335.33 0.2486
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 44,909 -7,576 -14.43 3,875 10.87 0.0576
2016-11-14 2016-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 52,485 -1,099 -2.05 3,495 4.95 0.0569
2016-11-14 2016-09-30 13F JPMORGAN CHASE W EXP 10/28/201 46634E114 3,000 61
2016-11-14 2016-09-30 13F JP MORGAN COM 46625H100 528,207 32,376
2016-08-15 2016-06-30 13F JPMorgan Chase & Co Com COM 46625H100 53,584 -48,191 -47.35 3,330 -44.75 0.0574
2016-05-16 2016-03-31 13F JPMorgan Chase & Co Com COM 46625H100 101,775 -192,670 -65.43 6,027 -69.00 0.1140
2016-02-16 2015-12-31 13F JPMorgan Chase & Co Com COM 46625H100 294,445 -10,782 -3.53 19,442 4.47 0.2948
2015-11-13 2015-09-30 13F JP Morgan COM 46625H100 305,227 -18,402 -5.69 18,610 -15.14 0.2649
2015-08-17 2015-06-30 13F/A-1 JP Morgan COM 46625H100 323,629 -66,588 -17.06 21,929 -7.23 0.2489
2015-08-14 2015-06-30 13F JP Energy Partners COM 46625H100 538,475 7,000
2015-05-15 2015-03-31 13F JP Morgan COM 46625H100 390,217 -25,512 -6.14 23,639 -9.14 0.2584
2015-02-13 2014-12-31 13F JP Morgan COM 46625H100 415,729 -38,630 -8.50 26,016 -4.95 0.2708
2014-11-06 2014-09-30 13F JP Morgan COM 46625H100 454,359 -14,127 -3.02 27,371 1.40 0.2650
2014-08-14 2014-06-30 13F JP Morgan COM 46625H100 468,486 465,486 15,516.20 26,994 44,152.46 0.2504
2014-05-15 2014-03-31 13F JPMORGAN CHASE W EXP 10/28/201 46634E114 3,000 -500,946 -99.40 61 -99.79 0.0006
2014-05-15 2014-03-31 13F JP MORGAN COM 46625H100 475,722 -28,224 28,881 0.2982
2014-02-14 2013-12-31 13F J.P. MORGAN CHASE COM 46625H100 503,946 -13,096 -2.53 29,471 10.27 0.3032
2013-11-14 2013-09-30 13F J.P. MORGAN CHASE COM 46625H100 517,042 -75,513 -12.74 26,726 -14.56 0.2876
2013-08-08 2013-06-30 13F J.P. MORGAN CHASE COM 46625H100 592,555 592,555 31,281 0.3538
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.