JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionAdvisory Services Network, LLC
Latest Disclosed Ownership178,106 shares
Latest Disclosed Value $ 52,391,882
Advisory Services Network, LLC reports 3.61% increase in ownership of CMC / JPMorgan Chase & Co.

On May 15, 2026 - Advisory Services Network, LLC filed a 13F-HR form disclosing ownership of 178,106 shares of JPMorgan Chase & Co. (DE:CMC) valued at $45,319,072 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 171,900 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.61% during the quarter. The current value of the position is $45,871,200 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 178,106 6,206 3.61 52,392 -5.41 0.4841
2026-02-17 2025-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 171,900 -1,987 -1.14 55,390 0.98 0.7838
2025-11-18 2025-09-30 13F JPMORGAN CHASE Stock 46625H100 173,887 -2,281 -1.29 54,850 5.10 0.8044
2025-08-19 2025-06-30 13F JPMORGAN CHASE Stock 46625H100 176,168 15,625 9.73 52,188 32.52 0.8400
2025-05-15 2025-03-31 13F JPMORGAN CHASE Stock 46625H100 160,543 -3,099 -1.89 39,381 0.40 0.7568
2025-02-13 2024-12-31 13F JPMORGAN CHASE Stock 46625H100 163,642 12,165 8.03 39,227 28.03 0.7308
2024-11-14 2024-09-30 13F JPMORGAN CHASE Stock 46625H100 151,477 0 0.00 30,638 0.00 0.6334
2024-08-13 2024-06-30 13F JPMORGAN CHASE Stock 46625H100 151,477 5,342 3.66 30,638 4.67 0.6334
2024-05-06 2024-03-31 13F JPMORGAN CHASE Stock 46625H100 146,135 22,875 18.56 29,271 39.61 0.6491
2024-02-09 2023-12-31 13F JPMORGAN CHASE Stock 46625H100 123,260 -2,341 -1.86 20,967 15.11 0.5124
2023-11-14 2023-09-30 13F JPMORGAN CHASE Stock 46625H100 125,601 9,785 8.45 18,215 8.13 0.4892
2023-08-09 2023-06-30 13F JPMORGAN CHASE Stock 46625H100 115,816 1,550 1.36 16,844 13.12 0.4488
2023-05-17 2023-03-31 13F JPMORGAN CHASE Stock 46625H100 114,266 -2,611 -2.23 14,890 -5.00 0.4125
2023-02-13 2022-12-31 13F JPMORGAN CHASE Stock 46625H100 116,877 16,184 16.07 15,673 48.95 0.4804
2022-11-14 2022-09-30 13F JPMORGAN CHASE Stock 46625H100 100,693 402 0.40 10,522 -6.83 0.3714
2022-08-02 2022-06-30 13F JPMORGAN CHASE Stock 46625H100 100,291 6,131 6.51 11,293 -12.03 0.3862
2022-05-23 2022-03-31 13F JPMORGAN CHASE Stock 46625H100 94,160 -2,813 -2.90 12,838 -16.40 0.3779
2022-02-14 2021-12-31 13F JPMORGAN CHASE Stock 46625H100 96,973 583 0.60 15,357 -2.67 0.4418
2021-11-05 2021-09-30 13F JPMORGAN CHASE Stock 46625H100 96,390 10,917 12.77 15,778 18.68 0.5018
2021-08-12 2021-06-30 13F JPMORGAN CHASE Stock 46625H100 85,473 6,661 8.45 13,295 10.81 0.4194
2021-05-24 2021-03-31 13F JPMORGAN CHASE Stock 46625H100 78,812 -315 -0.40 11,998 19.34 0.4457
2021-02-09 2020-12-31 13F JPMORGAN CHASE Stock 46625H100 79,127 -7,067 -8.20 10,054 21.15 0.4034
2020-11-16 2020-09-30 13F JPMORGAN CHASE Stock 46625H100 86,194 -7,353 -7.86 8,299 -5.67 0.3906
2020-08-10 2020-06-30 13F JPMORGAN CHASE Stock 46625H100 93,547 24,014 34.54 8,798 40.54 0.4828
2020-05-15 2020-03-31 13F JPMORGAN CHASE Stock 46625H100 69,533 -1,518 -2.14 6,260 -36.81 0.4095
2020-02-04 2019-12-31 13F JPMORGAN CHASE Stock 46625H100 71,051 6,070 9.34 9,906 36.35 0.5210
2019-11-04 2019-09-30 13F JPMORGAN CHASE Stock 46625H100 64,981 0 0.00 7,265 0.00 0.4450
2019-08-01 2019-06-30 13F JPMORGAN CHASE Stock 46625H100 64,981 3,328 5.40 7,265 16.43 0.4455
2019-05-20 2019-03-31 13F JPMORGAN CHASE Stock 46625H100 61,653 2,805 4.77 6,240 8.62 0.4383
2019-02-15 2018-12-31 13F JPMORGAN CHASE Stock 46625H100 58,848 -7,903 -11.84 5,745 -23.73 0.5014
2018-11-02 2018-09-30 13F JPMORGAN CHASE Stock 46625H100 66,751 -2,017 -2.93 7,532 -4.63 0.5497
2018-07-27 2018-06-30 13F JPMORGAN CHASE Stock 46625H100 68,768 5,379 8.49 7,898 13.30 0.6017
2018-04-23 2018-03-31 13F JPMORGAN CHASE Stock 46625H100 63,389 6,601 11.62 6,971 14.79 0.5569
2018-02-08 2017-12-31 13F JPMORGAN CHASE Stock 46625H100 56,788 3,354 6.28 6,073 19.01 0.5293
2017-10-12 2017-09-30 13F JPMORGAN CHASE Stock 46625H100 53,434 3,819 7.70 5,103 12.52 0.5841
2017-08-17 2017-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 49,615 2,083 4.38 4,535 8.62 0.5911
2017-04-28 2017-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 47,532 28,744 152.99 4,175 233.73 0.6064
2016-10-07 2016-09-30 13F JPMORGAN CHASE Stock 46625H100 18,788 -931 -4.72 1,251 2.12 0.2352
2016-07-27 2016-06-30 13F JPMORGAN CHASE Stock 46625H100 19,719 -17 -0.09 1,225 4.79 0.2785
2016-04-21 2016-03-31 13F JPMORGAN CHASE Stock 46625H100 19,736 1,633 9.02 1,169 -2.18 0.3192
2016-01-27 2015-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 18,103 2,989 19.78 1,195 29.75 0.3842
2015-10-01 2015-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 15,114 -1,286 -7.84 921 -17.40 0.2781
2015-07-02 2015-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 16,400 6,906 72.74 1,115 94.25 0.3289
2015-04-08 2015-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,494 1,894 24.92 574 35.70 0.1585
2015-01-23 2014-12-31 13F JP MORGAN CHASE Stock 46625H100 7,600 -405 -5.06 423 -12.24 0.1322
2014-10-07 2014-09-30 13F JP MORGAN CHASE Stock 46625H100 8,005 1,784 28.68 482 34.64 0.1762
2014-07-10 2014-06-30 13F JP MORGAN CHASE Stock 46625H100 6,221 -4,631 -42.67 358 -45.68 0.1515
2014-04-09 2014-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,852 3,173 41.32 659 46.77 0.3398
2014-02-13 2013-12-31 13F JPMORGAN CHASE Stock 46625H100 7,679 7,679 449 0.2255
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.