JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionBCS Wealth Management
Latest Disclosed Ownership2,976 shares
Latest Disclosed Value $ 875,288
BCS Wealth Management reports 50.38% decrease in ownership of CMC / JPMorgan Chase & Co.

On April 17, 2026 - BCS Wealth Management filed a 13F-HR form disclosing ownership of 2,976 shares of JPMorgan Chase & Co. (DE:CMC) valued at $757,243 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 5,998 shares of JPMorgan Chase & Co.. This represents a change in shares of -50.38% during the quarter. The current value of the position is $766,469 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)
2026-04-17 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,976 -3,022 -50.38 875 -54.71 0.1787
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,998 3,822 175.64 1,932 181.63 0.1952
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,176 -880 -28.80 686 0.1546
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,056 783 34.45 1 0.1907
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,273 -895 -28.25 1 0.1432
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,168 62 2.00 1 0.1888
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,106 1,131 57.27 1 0.2785
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,975 39 2.01 0 0.1946
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,936 2 0.10 0 0.1245
2024-01-11 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,934 -78 -3.88 0 0.1212
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,012 443 28.23 0 0.1215
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,569 1,569 0 0.1665
2022-10-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 0 -3,137 -100.00 0 -100.00
2022-07-29 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,137 3,137 353 0.1568
2022-04-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 0 -6,336 -100.00 0 -100.00
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,336 4,552 255.16 1,003 243.49 0.3599
2021-10-25 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,784 23 1.31 292 6.57 0.1239
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,761 60 3.53 274 5.79 0.1456
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,701 57 3.47 259 23.92 0.1229
2021-01-21 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,644 1,644 209 0.1085
2020-04-10 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,814 -100.00 0 -100.00
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,814 1,814 253 0.1686
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.