JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
260,80 € ↑0,70 (0,27%)
2026-06-04
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionAmalgamated Bank
Latest Disclosed Ownership490,336 shares
Latest Disclosed Value $ 144,237
Amalgamated Bank reports 2.33% decrease in ownership of CMC / JPMorgan Chase & Co.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 490,336 shares of JPMorgan Chase & Co. (DE:CMC) valued at $124,765,995 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 502,054 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.33% during the quarter. The current value of the position is $127,879,629 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 490,336 -11,718 -2.33 144 -10.56 1.1038
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 502,054 -25,812 -4.89 162 -3.01 1.1676
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 527,866 -13,288 -2.46 167 6.41 1.1896
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 541,154 -4,126 -0.76 157 17.29 1.2111
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 545,280 4,458 0.82 134 3.10 1.1446
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 540,822 -21,689 -3.86 130 9.32 1.0641
2024-10-30 2024-09-30 13F JPMORGAN CHASE COM 46625H100 562,511 -16,318 -2.82 119 0.85 0.9770
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 578,829 -18,472 -3.09 117 -1.68 0.9971
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 597,301 -102,984 -14.71 120 0.00 1.0231
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 700,285 -34,517 -4.70 119 12.26 0.9503
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 734,802 -14,107 -1.88 107 -1.85 0.9073
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 748,909 -13,622 -1.79 109 9.09 0.8815
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 762,531 -3,608 -0.47 99 -2.94 0.8470
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 766,139 12,299 1.63 103 -99.87 0.9162
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 753,840 11,940 1.61 78,776 -5.71 0.7605
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 741,900 -4,147 -0.56 83,545 -17.85 0.7788
2022-08-25 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 746,047 -48,576 -6.11 101,701 -19.18 0.7901
2022-06-30 2022-03-31 13F JPMORGAN CHASE COM 46625H100 746,047 -48,576 101,701 0.8077
2022-02-15 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 794,623 -13,040 -1.61 125,829 -4.82 0.9286
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 794,623 -13,040 125,829 0.9286
2021-10-29 2021-09-30 13F JPMORGAN CHASE COM 46625H100 807,663 -40,900 -4.82 132,206 0.17 1.1163
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 848,563 682,684 411.56 131,985 422.67 1.0580
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 165,879 -6,067 -3.53 25,252 15.58 0.9469
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 171,946 -394 -0.23 21,849 31.69 0.8280
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 172,340 -3,572 -2.03 16,591 0.27 0.7213
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 175,912 -280,372 -61.45 16,546 -59.72 0.7657
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 456,284 -19,070 -4.01 41,079 -38.01 1.0043
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 475,354 25,182 5.59 66,264 25.07 1.2194
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 450,172 -13,888 -2.99 52,981 2.12 1.1140
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 464,060 41,637 9.86 51,882 21.33 1.2111
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 422,423 12,369 3.02 42,762 6.83 1.0363
2019-02-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 410,054 -11,536 -2.74 40,029 -15.86 1.1342
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 421,590 -15,456 -3.54 47,572 4.46 1.1764
2018-07-18 2018-06-30 13F JPMORGAN CHASE COM 46625H100 437,046 7,085 1.65 45,540 -3.69 1.1129
2018-05-22 2018-03-31 13F JPMORGAN CHASE COM 46625H100 429,961 -5,854 -1.34 47,283 1.45 1.2542
2018-02-13 2017-12-31 13F J P MORGAN CHASE COM 46625H100 435,815 29,758 7.33 46,606 20.17 1.2611
2017-11-09 2017-09-30 13F J P MORGAN CHASE COM 46625H100 406,057 6,944 1.74 38,783 6.32 1.2079
2017-08-10 2017-06-30 13F J P MORGAN CHASE COM 46625H100 399,113 144,019 56.46 36,479 62.80 1.1956
2017-05-12 2017-03-31 13F J P MORGAN CHASE COM 46625H100 255,094 14,794 6.16 22,407 8.06 1.1153
2017-02-14 2016-12-31 13F J P MORGAN CHASE COM 46625H100 240,300 68,885 40.19 20,735 81.65 0.9372
2016-11-15 2016-09-30 13F/A-1 J P MORGAN CHASE COM 46625H100 171,415 140 0.08 11,415 1.81 0.6624
2016-11-14 2016-09-30 13F J P MORGAN CHASE COM 46625H100 77,516 5,162
2016-08-16 2016-06-30 13F J P MORGAN CHASE COM 46625H100 171,275 38,796 29.28 11,212 42.92 0.6487
2016-05-11 2016-03-31 13F J P MORGAN CHASE COM 46625H100 132,479 35,174 36.15 7,845 22.10 0.7644
2016-02-10 2015-12-31 13F J P MORGAN CHASE COM 46625H100 97,305 -31,749 -24.60 6,425 -18.34 0.7926
2015-11-04 2015-09-30 13F J P MORGAN CHASE COM 46625H100 129,054 3,563 2.84 7,868 -7.47 0.8254
2015-07-10 2015-06-30 13F J P MORGAN CHASE COM 46625H100 125,491 5,337 4.44 8,503 16.82 0.8352
2015-04-22 2015-03-31 13F J P MORGAN CHASE COM 46625H100 120,154 120,154 0.00 7,279 0.8886
2015-01-29 2014-12-31 13F J P MORGAN CHASE COM 46625H100 0 -104,501 -100.00 0 -100.00
2014-11-14 2014-09-30 13F J P MORGAN CHASE COM 46625H100 104,501 504 0.48 6,295 5.06 0.9368
2014-08-11 2014-06-30 13F J P MORGAN CHASE COM 46625H100 103,997 12,046 13.10 5,992 7.35 0.9041
2014-05-12 2014-03-31 13F J P MORGAN CHASE COM 46625H100 91,951 -1,691 -1.81 5,582 1.94 0.9618
2014-02-13 2013-12-31 13F J P MORGAN CHASE COM 46625H100 93,642 -955 -1.01 5,476 11.98 0.9308
2013-11-14 2013-09-30 13F J P MORGAN CHASE COM 46625H100 94,597 -2,241 -2.31 4,890 -4.34 1.5711
2013-08-15 2013-06-30 13F J P MORGAN CHASE COM 46625H100 96,838 6,429 7.11 5,112 19.13 1.8732
2014-02-13 2013-03-31 13F J P MORGAN CHASE COM 46625H100 90,409 5,295 6.22 4,291 14.67 1.2175
2014-02-11 2012-12-31 13F J P MORGAN CHASE COM 46625H100 85,114 32,433 61.56 3,742 75.43 1.5586
2014-02-11 2012-09-30 13F J P MORGAN CHASE COM 46625H100 52,681 1,671 3.28 2,133 17.00 1.3546
2014-02-11 2012-06-30 13F J P MORGAN CHASE COM 46625H100 51,010 -2,231 -4.19 1,823 -25.53 1.3089
2014-02-11 2012-03-31 13F J P MORGAN CHASE COM 46625H100 53,241 -2,551 -4.57 2,448 31.97 1.7003
2014-02-11 2011-12-31 13F J P MORGAN CHASE COM 46625H100 55,792 0 0.00 1,855 10.42 1.3331
2014-02-11 2011-09-30 13F J P MORGAN CHASE COM 46625H100 55,792 3,833 7.38 1,680 -21.02 1.3766
2014-02-11 2011-06-30 13F J P MORGAN CHASE COM 46625H100 51,959 -806 -1.53 2,127 -12.54 1.5397
2014-02-11 2011-03-31 13F J P MORGAN CHASE COM 46625H100 52,765 -2,400 -4.35 2,432 3.93 1.7671
2014-02-11 2010-12-31 13F J P MORGAN CHASE COM 46625H100 55,165 55,165 2,340 1.7917
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.