JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
260,80 € ↑0,70 (0,27%)
2026-06-04
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionCheviot Value Management, LLC
Latest Disclosed Ownership8,173 shares
Latest Disclosed Value $ 2,404,170
Cheviot Value Management, LLC ownership in CMC / JPMorgan Chase & Co.

On May 12, 2026 - Cheviot Value Management, LLC filed a 13F-HR form disclosing ownership of 8,173 shares of JPMorgan Chase & Co. (DE:CMC) valued at $2,079,620 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,173 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $2,131,518 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,173 0 0.00 2,404 -2.20 0.2415
2026-02-03 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,173 -117 -1.41 2,458 -2.88 0.2414
2025-10-31 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,290 0 0.00 2,531 5.77 0.2692
2025-08-13 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,290 -93 -1.11 2,394 13.04 0.2744
2025-05-09 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,383 593 7.61 2,117 13.39 0.2604
2025-02-14 2024-12-31 13F J P Morgan Chase COM 46625H100 7,790 -123 -1.55 1,867 11.93 0.3570
2024-11-14 2024-09-30 13F J P Morgan Chase COM 46625H100 7,913 -286 -3.49 1,669 0.60 0.3147
2024-08-14 2024-06-30 13F J P Morgan Chase COM 46625H100 8,199 0 0.00 1,658 0.97 0.3239
2024-05-14 2024-03-31 13F J P Morgan Chase COM 46625H100 8,199 0 0.00 1,642 17.79 0.3600
2024-02-14 2023-12-31 13F J P Morgan Chase COM 46625H100 8,199 -842 -9.31 1,395 6.33 0.3003
2023-11-07 2023-09-30 13F J P Morgan Chase COM 46625H100 9,041 -300 -3.21 1,311 -3.46 0.2902
2023-11-07 2023-06-30 13F J P Morgan Chase COM 46625H100 9,341 136 1.48 1,359 13.26 0.2959
2023-05-15 2023-03-31 13F J P Morgan Chase COM 46625H100 9,205 647 7.56 1,200 4.53 0.2884
2023-02-13 2022-12-31 13F J P Morgan Chase COM 46625H100 8,558 42 0.49 1,148 28.88 0.2824
2022-11-14 2022-09-30 13F J P Morgan Chase COM 46625H100 8,516 -40 -0.47 890 -7.58 0.2432
2022-08-03 2022-06-30 13F J P Morgan Chase COM 46625H100 8,556 -35 -0.41 963 -17.76 0.2403
2022-05-11 2022-03-31 13F J P Morgan Chase COM 46625H100 8,591 -315 -3.54 1,171 -16.95 0.2479
2022-02-14 2021-12-31 13F J P Morgan Chase COM 46625H100 8,906 -69 -0.77 1,410 -4.02 0.3304
2021-11-12 2021-09-30 13F J P Morgan Chase COM 46625H100 8,975 -10 -0.11 1,469 5.08 0.3767
2021-08-16 2021-06-30 13F J P Morgan Chase COM 46625H100 8,985 54 0.60 1,398 2.79 0.3432
2021-05-14 2021-03-31 13F J P Morgan Chase COM 46625H100 8,931 1,623 22.21 1,360 46.39 0.3780
2021-02-12 2020-12-31 13F J P Morgan Chase COM 46625H100 7,308 360 5.18 929 38.86 0.2804
2020-11-12 2020-09-30 13F J P Morgan Chase COM 46625H100 6,948 155 2.28 669 4.69 0.2321
2020-08-17 2020-06-30 13F J P Morgan Chase COM 46625H100 6,793 276 4.24 639 8.86 0.2493
2020-05-13 2020-03-31 13F J P Morgan Chase COM 46625H100 6,517 -863 -11.69 587 -42.95 0.2676
2020-02-12 2019-12-31 13F J. P. Morgan COM 46625H100 7,380 -5 -0.07 1,029 18.41 0.3965
2019-11-15 2019-09-30 13F J. P. Morgan COM 46625H100 7,385 120 1.65 869 7.02 0.3702
2019-08-14 2019-06-30 13F J. P. Morgan COM 46625H100 7,265 484 7.14 812 18.37 0.3514
2019-05-14 2019-03-31 13F J. P. Morgan COM 46625H100 6,781 365 5.69 686 9.58 0.3333
2019-02-14 2018-12-31 13F J. P. Morgan COM 46625H100 6,416 636 11.00 626 -3.99 0.3259
2018-11-13 2018-09-30 13F J. P. Morgan COM 46625H100 5,780 0 0.00 652 8.31 0.3063
2018-08-10 2018-06-30 13F J. P. Morgan COM 46625H100 5,780 -275 -4.54 602 -9.61 0.2950
2018-05-11 2018-03-31 13F J. P. Morgan COM 46625H100 6,055 300 5.21 666 8.29 0.3464
2018-02-13 2017-12-31 13F J. P. Morgan COM 46625H100 5,755 513 9.79 615 22.75 0.3186
2017-11-14 2017-09-30 13F J. P. Morgan COM 46625H100 5,242 394 8.13 501 13.09 0.2723
2017-08-11 2017-06-30 13F J. P. Morgan COM 46625H100 4,848 180 3.86 443 8.05 0.2581
2017-05-11 2017-03-31 13F J. P. Morgan COM 46625H100 4,668 300 6.87 410 8.75 0.2310
2017-02-14 2016-12-31 13F J. P. Morgan COM 46625H100 4,368 4,368 377 0.2257
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.