JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership126,590 shares
Latest Disclosed Value $ 37,238
Appleton Partners Inc/ma reports 0.41% decrease in ownership of CMC / JPMorgan Chase & Co.

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 126,590 shares of JPMorgan Chase & Co. (DE:CMC) valued at $32,210,826 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 127,112 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.41% during the quarter. The current value of the position is $32,603,254 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE & CO COM CS 46625H100 126,590 -522 -0.41 37 -7.50 2.5975
2026-01-09 2025-12-31 13F JPMORGAN CHASE & CO. COM CS 46625H100 127,112 -1,242 -0.97 41 0.00 2.6981
2025-11-05 2025-09-30 13F JPMORGAN CHASE CS 46625H100 128,354 -713 -0.55 40 8.11 2.7172
2025-07-22 2025-06-30 13F JPMORGAN CHASE CS 46625H100 129,067 -10,159 -7.30 37 8.82 2.6478
2025-04-22 2025-03-31 13F JPMORGAN CHASE CS 46625H100 139,226 -3,400 -2.38 34 0.00 2.6392
2025-01-28 2024-12-31 13F JPMORGAN CHASE CS 46625H100 142,626 -6,810 -4.56 34 9.68 2.5271
2024-10-01 2024-09-30 13F JPMORGAN CHASE CS 46625H100 149,436 -3,757 -2.45 32 3.33 2.3182
2024-07-02 2024-06-30 13F JPMORGAN CHASE CS 46625H100 153,193 -7,928 -4.92 31 -6.25 2.3866
2024-04-01 2024-03-31 13F JPMORGAN CHASE CS 46625H100 161,121 -8,758 -5.16 32 14.29 2.5049
2024-01-02 2023-12-31 13F JPMORGAN CHASE CS 46625H100 169,879 -2,222 -1.29 29 16.67 2.3302
2023-10-03 2023-09-30 13F JPMORGAN CHASE CS 46625H100 172,101 -3,201 -1.83 25 -4.00 2.2183
2023-07-10 2023-06-30 13F JPMORGAN CHASE CS 46625H100 175,302 918 0.53 25 13.64 2.1526
2023-04-10 2023-03-31 13F JPMORGAN CHASE CS 46625H100 174,384 136 0.08 23 -4.35 2.0213
2023-01-19 2022-12-31 13F JPMORGAN CHASE CS 46625H100 174,248 -2,104 -1.19 23 -99.88 2.2136
2022-10-27 2022-09-30 13F JPMORGAN CHASE CS 46625H100 176,352 -1,966 -1.10 18,429 -8.22 1.8435
2022-07-08 2022-06-30 13F JPMORGAN CHASE CS 46625H100 178,318 1,767 1.00 20,080 -16.57 1.8989
2022-04-05 2022-03-31 13F JPMORGAN CHASE CS 46625H100 176,551 6,609 3.89 24,067 -10.56 1.9675
2022-02-03 2021-12-31 13F JPMORGAN CHASE CS 46625H100 169,942 2,372 1.42 26,910 -1.89 2.0257
2021-10-14 2021-09-30 13F JPMORGAN CHASE CS 46625H100 167,570 5,836 3.61 27,429 9.04 2.2841
2021-07-07 2021-06-30 13F JPMORGAN CHASE CS 46625H100 161,734 -395 -0.24 25,156 1.92 2.1423
2021-04-19 2021-03-31 13F JPMORGAN CHASE & CO COM CS 46625H100 162,129 -1,312 -0.80 24,681 18.84 2.2942
2021-01-19 2020-12-31 13F JPMORGAN CHASE & CO COM CS 46625H100 163,441 1,009 0.62 20,768 32.81 2.0447
2020-10-14 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 162,432 2,146 1.34 15,637 3.72 1.7267
2020-08-14 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 160,286 -1,428 -0.88 15,076 3.55 1.8053
2020-05-04 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 161,714 449 0.28 14,559 -35.24 2.0174
2020-01-13 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 161,265 2,255 1.42 22,480 20.12 2.4693
2019-11-04 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 159,010 -601 -0.38 18,714 4.87 2.2592
2019-07-25 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 159,611 -5,445 -3.30 17,845 6.80 2.2055
2019-04-17 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 165,056 -553 -0.33 16,709 3.35 2.2147
2019-01-17 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 165,609 65 0.04 16,167 -13.45 2.4208
2018-10-09 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 165,544 2,249 1.38 18,680 9.79 2.4872
2018-08-08 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 163,295 4,955 3.13 17,015 -2.29 2.4362
2018-04-11 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 158,340 727 0.46 17,413 3.31 2.6422
2018-01-12 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 157,613 4,262 2.78 16,855 15.07 2.6143
2017-10-12 2017-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 153,351 -4,962 -3.13 14,647 1.22 2.4676
2017-07-11 2017-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 158,313 7,497 4.97 14,470 9.22 2.4320
2017-05-01 2017-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 150,816 -15,825 -9.50 13,248 -7.87 2.4375
2017-02-13 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 166,641 -9,222 -5.24 14,379 22.78 2.9061
2016-11-03 2016-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 175,863 5,617 3.30 11,711 10.70 2.2063
2016-08-03 2016-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 170,246 2,312 1.38 10,579 6.38 2.1623
2016-04-21 2016-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 167,934 3,751 2.28 9,945 -8.26 1.9654
2016-01-22 2015-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 164,183 19,250 13.28 10,841 22.68 2.1382
2015-10-15 2015-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 144,933 16,323 12.69 8,837 1.40 2.0090
2015-07-15 2015-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 128,610 -12,115 -8.61 8,715 2.23 1.9520
2015-04-30 2015-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 140,725 140,725 0.00 8,525 1.9226
2015-02-04 2014-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 0 -154,532 -100.00 0 -100.00
2014-11-06 2014-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 154,532 -8,339 -5.12 9,309 -0.81 2.1736
2014-07-23 2014-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 162,871 -1,488 -0.91 9,385 -5.94 2.1944
2014-04-30 2014-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 164,359 1,321 0.81 9,978 4.66 2.3610
2014-02-13 2013-12-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 163,038 262 0.16 9,534 13.31 2.2859
2013-10-22 2013-09-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 162,776 2,059 1.28 8,414 -99.90 2.2554
2013-08-13 2013-06-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 160,717 160,717 8,484,250 2.4462
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.