JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionBernardo Wealth Planning LLC
Latest Disclosed Ownership2,647 shares
Latest Disclosed Value $ 778,539
Bernardo Wealth Planning LLC reports 6.43% increase in ownership of CMC / JPMorgan Chase & Co.

On April 15, 2026 - Bernardo Wealth Planning LLC filed a 13F-HR form disclosing ownership of 2,647 shares of JPMorgan Chase & Co. (DE:CMC) valued at $673,529 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,487 shares of JPMorgan Chase & Co.. This represents a change in shares of 6.43% during the quarter. The current value of the position is $681,735 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,647 160 6.43 779 -2.87 0.1524
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,487 45 1.84 801 4.03 0.1527
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,442 15 0.62 770 0.1510
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,427 74 3.14 1 0.1528
2025-04-30 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 2,353 77 3.38 1 -100.00 0.1381
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,353 77 577 0.1381
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,276 26 1.16 546 0.1306
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,250 -154 -6.41 1 -100.00 0.1224
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,404 -199 -7.65 486 -6.72 0.1308
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,603 305 13.27 521 33.59 0.1450
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,298 54 2.41 391 20.00 0.1232
2023-10-30 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,244 640 39.90 325 39.48 0.1286
2023-07-21 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,604 -22 -1.35 233 10.43 0.0930
2023-05-05 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,626 -92 -5.36 212 -8.26 0.0910
2023-01-30 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,718 -140 -7.53 230 1.32 0.1077
2022-10-24 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,858 -430 -18.79 227 -11.67 0.1285
2022-07-29 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,288 260 12.82 257 -6.88 0.1468
2022-05-06 2022-03-31 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 2,028 661 48.35 276 27.78 0.1371
2022-04-28 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,367 0 216 0.1055
2022-01-27 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,367 1,367 216 0.1055
2021-04-23 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 0 -16,238 -100.00 0 -100.00
2021-02-01 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 16,238 574 3.66 2,063 36.80 0.7957
2020-10-23 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 15,664 1,792 12.92 1,508 15.64 0.6779
2020-08-03 2020-06-30 13F JPMORGAN CHASE COM 46625H100 13,872 -24 -0.17 1,304 4.24 0.6996
2020-05-01 2020-03-31 13F JPMORGAN CHASE COM 46625H100 13,896 1,129 8.84 1,251 -29.68 0.8691
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 12,767 3 0.02 1,779 18.44 1.0795
2019-11-01 2019-09-30 13F JPMORGAN CHASE COM 46625H100 12,764 -951 -6.93 1,502 -2.02 1.0879
2019-09-05 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 13,715 -123 -0.89 1,533 9.42 1.2004
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 13,715 -123 1,533
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 13,838 555 4.18 1,401 8.02 1.1098
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 13,283 13,283 1,297 1.1470
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.