JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionAdvocate Group Llc
Latest Disclosed Ownership33,344 shares
Latest Disclosed Value $ 9,808,476
Advocate Group Llc reports 3.84% decrease in ownership of CMC / JPMorgan Chase & Co.

On April 13, 2026 - Advocate Group Llc filed a 13F-HR form disclosing ownership of 33,344 shares of JPMorgan Chase & Co. (DE:CMC) valued at $8,484,381 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 34,676 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.84% during the quarter. The current value of the position is $8,587,747 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 33,344 -1,332 -3.84 9,808 -12.22 1.5341
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 34,676 -4,790 -12.14 11,173 -10.24 1.8075
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 39,466 -1,053 -2.60 12,449 5.98 2.0464
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 40,519 -1,315 -3.14 11,747 14.47 2.0999
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 41,834 -2,257 -5.12 10,262 -2.91 1.8715
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 44,091 -737 -1.64 10,569 11.82 1.9901
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 44,828 419 0.94 9,452 5.23 1.7138
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 44,409 1,253 2.90 8,982 3.91 1.8087
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 43,156 4,446 11.49 8,644 31.29 1.7187
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 38,710 4,360 12.69 6,585 32.18 1.4135
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 34,350 11,244 48.66 4,981 48.24 1.1544
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 23,106 15,843 218.13 3,361 255.18 0.7394
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,263 3,780 108.53 946 102.57 0.2067
2023-01-18 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,483 484 16.14 467 49.20 0.1006
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,999 865 40.53 313 30.42 0.0774
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,134 2,134 240 0.0559
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.