JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionAltman Advisors, Inc.
Latest Disclosed Ownership7,374 shares
Latest Disclosed Value $ 2,168,997
Altman Advisors, Inc. reports 18.44% decrease in ownership of CMC / JPMorgan Chase & Co.

On May 5, 2026 - Altman Advisors, Inc. filed a 13F-HR form disclosing ownership of 7,374 shares of JPMorgan Chase & Co. (DE:CMC) valued at $1,876,314 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 9,041 shares of JPMorgan Chase & Co.. This represents a change in shares of -18.44% during the quarter. The current value of the position is $1,899,174 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 7,374 -1,667 -18.44 2,169 -25.58 0.8990
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,041 -100 -1.09 2,913 1.04 1.0978
2025-11-13 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 9,141 -24 -0.26 2,883 8.34 1.1032
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,165 0 2,662 1.0893
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,165 67 0.74 2,662 19.60 1.0873
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 9,098 61 0.68 2,226 2.72 1.0256
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 9,037 70 0.78 2,166 14.60 0.9236
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,967 8,967 1,891 0.8413
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 0 -14,365 -100.00 0 -100.00
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 14,365 286 2.03 2,858 19.34 1.3910
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 14,079 -840 -5.63 2,395 10.68 1.2558
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 14,919 277 1.89 2,164 38.21 1.3504
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 14,642 -3,640 -19.91 1,565 -38.68 1.4324
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 18,282 -1,172 -6.02 2,553 25.53 1.5751
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 19,454 714 3.81 2,033 -3.51 1.2834
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 18,740 431 2.35 2,107 -15.58 1.2005
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 18,309 996 5.75 2,496 -0.64 1.2887
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 17,313 9,663 126.31 2,512 93.23 1.5331
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,650 7,650 1,300 0.7195
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 0 -6,830 -100.00 0 -100.00
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,830 -19,431 -73.99 615 -83.20 0.5711
2020-01-17 2019-12-31 13F JPMORGAN CHASE COM 46625H100 26,261 -268 -1.01 3,661 17.26 2.9252
2019-10-09 2019-09-30 13F JPMORGAN CHASE COM 46625H100 26,529 44 0.17 3,122 5.44 2.6423
2019-07-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 26,485 254 0.97 2,961 11.53 2.4877
2019-04-12 2019-03-31 13F JPMORGAN CHASE COM 46625H100 26,231 77 0.29 2,655 4.00 2.4913
2019-02-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 26,154 -224 -0.85 2,553 -14.21 2.7988
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 26,378 26,378 2,976 2.6762
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 0 -30,579 -100.00 0 -100.00
2018-04-27 2018-03-31 13F JPMORGAN CHASE COM 46625H100 30,579 162 0.53 3,363 3.38 3.2220
2018-02-15 2017-12-31 13F JPMORGAN CHASE COM 46625H100 30,417 30,417 3,253 2.8289
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.