JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionBroderick Brian C
Latest Disclosed Ownership2,560 shares
Latest Disclosed Value $ 753,050
Broderick Brian C reports 21.33% increase in ownership of CMC / JPMorgan Chase & Co.

On May 7, 2026 - Broderick Brian C filed a 13F-HR form disclosing ownership of 2,560 shares of JPMorgan Chase & Co. (DE:CMC) valued at $651,392 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,110 shares of JPMorgan Chase & Co.. This represents a change in shares of 21.33% during the quarter. The current value of the position is $659,328 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,560 450 21.33 753 10.90 0.0279
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,110 0 0.00 680 2.11 0.1285
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,110 0 0.00 666 8.84 0.1264
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,110 0 0.00 612 18.18 0.1209
2025-04-18 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,110 0 0.00 518 2.38 0.1054
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,110 0 0.00 506 13.74 0.0992
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,110 0 0.00 445 4.23 0.0871
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,110 0 0.00 427 0.95 0.0871
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,110 2,110 423 0.0903
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 0 -2,958 -100.00 0 -100.00
2020-10-28 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,958 -200 -6.33 285 -4.04 0.0907
2020-07-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,158 0 0.00 297 4.58 0.0989
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,158 0 0.00 284 -35.45 0.1124
2020-01-15 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,158 200 6.76 440 26.44 0.1425
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,958 1,110 60.06 348 68.12 0.1197
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 1,848 1,848 207 0.0724
2019-01-24 2018-12-31 13F JPMORGAN CHASE COM 46625H100 0 -1,948 -100.00 0 -100.00
2018-10-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 1,948 0 0.00 220 8.37 0.0746
2018-07-30 2018-06-30 13F JPMORGAN CHASE COM 46625H100 1,948 0 0.00 203 -5.14 0.0742
2018-04-24 2018-03-31 13F JPMORGAN CHASE COM 46625H100 1,948 0 0.00 214 2.39 0.0802
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 1,948 1,948 209 0.0763
2016-02-12 2015-12-31 13F JPMORGAN CHASE Common Stock 46625H100 0 -2,871 -100.00 0 -100.00
2015-11-13 2015-09-30 13F JPMORGAN CHASE Common Stock 46625H100 2,871 0 0.00 175 -10.26 0.0811
2015-08-10 2015-06-30 13F JPMORGAN CHASE Common Stock 46625H100 2,871 -846 -22.76 195 -13.33 0.0831
2015-05-22 2015-03-31 13F JPMORGAN CHASE Common Stock 46625H100 3,717 1,869 101.14 225 93.97 0.0934
2015-02-13 2014-12-31 13F JPMORGAN CHASE Common Stock 46625H100 1,848 0 0.00 116 4.50 0.0491
2014-11-24 2014-09-30 13F JPMORGAN CHASE Common Stock 46625H100 1,848 0 0.00 111 4.72 0.0494
2014-07-23 2014-06-30 13F JPMORGAN CHASE Common Stock 46625H100 1,848 0 0.00 106 -5.36 0.0485
2014-05-29 2014-03-31 13F JPMORGAN CHASE Common Stock 46625H100 1,848 1,848 112 0.0551
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.