JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionClean Yield Group
Latest Disclosed Ownership2,208 shares
Latest Disclosed Value $ 649,505
Clean Yield Group ownership in CMC / JPMorgan Chase & Co.

On April 14, 2026 - Clean Yield Group filed a 13F-HR form disclosing ownership of 2,208 shares of JPMorgan Chase & Co. (DE:CMC) valued at $561,826 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,208 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $568,670 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,208 0 0.00 650 -8.72 0.1828
2026-01-26 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,208 148 7.18 711 9.55 0.1975
2025-10-23 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,060 106 5.42 650 14.66 0.1837
2025-07-17 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 1,954 0 0.00 566 18.16 0.1695
2025-04-14 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 1,954 0 0.00 479 2.35 0.1562
2025-01-13 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 1,954 236 13.74 468 29.28 0.1490
2024-10-07 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 1,718 -55 -3.10 362 1.12 0.1148
2024-07-10 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 1,773 55 3.20 359 4.07 0.1340
2024-05-29 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,718 -360 -17.32 344 -2.55 0.1339
2024-01-24 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,078 0 0.00 353 16.50 0.1489
2023-10-12 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,078 -147 -6.61 304 -6.19 0.1346
2023-07-26 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,225 0 0.00 324 11.76 0.1333
2023-04-26 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,225 -136 -5.76 290 -8.54 0.1235
2023-01-31 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,361 644 37.51 317 76.54 0.1360
2022-10-31 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,717 0 0.00 179 -7.25 0.0831
2022-07-18 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,717 278 19.32 193 -1.53 0.0798
2022-04-25 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,439 -1,063 -42.49 196 -50.51 0.0692
2022-01-24 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,502 619 32.87 396 28.57 0.1266
2021-10-27 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,883 131 7.48 308 13.24 0.1010
2021-07-26 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,752 35 2.04 272 4.21 0.0924
2021-04-26 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,717 -50 -2.83 261 16.00 0.0982
2021-01-26 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,767 63 3.70 225 37.20 0.0809
2020-10-16 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,704 74 4.54 164 7.19 0.0665
2020-07-22 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,630 -217 -11.75 153 -7.83 0.0661
2020-04-20 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,847 -4,459 -70.71 166 -81.11 0.0788
2020-01-17 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,306 -300 -4.54 879 13.13 0.2755
2019-10-23 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,606 1,104 20.07 777 26.34 0.2563
2019-07-22 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,502 265 5.06 615 16.04 0.2223
2019-04-24 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,237 200 3.97 530 7.72 0.2146
2019-01-23 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,037 625 14.17 492 -1.20 0.2142
2018-10-22 2018-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,412 -1,000 -18.48 498 -11.70 0.1982
2018-07-24 2018-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,412 250 4.84 564 -0.70 0.2336
2018-04-23 2018-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,162 -794 -13.33 568 -10.83 0.2399
2018-01-16 2017-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,956 -1,200 -16.77 637 -6.73 0.2522
2017-10-11 2017-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,156 0 0.00 683 3.48 0.2786
2017-07-17 2017-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,156 0 0.00 660 4.93 0.2761
2017-05-03 2017-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,156 4,030 128.92 629 132.96 0.2650
2017-01-24 2016-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,126 270 9.45 270 42.11 0.1218
2016-10-28 2016-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,856 0 0.00 190 7.34 0.0826
2016-07-27 2016-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,856 0 0.00 177 -1.12 0.0760
2016-04-15 2016-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,856 2,856 0.00 179 0.0796
2016-01-27 2015-12-31 13F JPMORGAN CHASE Stock 46625H100 0 -3,256 -100.00 0 -100.00
2015-10-29 2015-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,256 -1,480 -31.25 213 -33.64 0.1004
2015-07-31 2015-06-30 13F JPMORGAN CHASE Stock 46625H100 4,736 0 0.00 321 11.85 0.1475
2015-04-24 2015-03-31 13F JPMorgan Chase Stock 46625H100 4,736 4,736 0.00 287 0.1230
2015-01-29 2014-12-31 13F JPMorgan Chase COM 46625H100 0 -4,736 -100.00 0 -100.00
2014-10-27 2014-09-30 13F JPMorgan Chase COM 46625H100 4,736 0 0.00 285 4.40 0.1369
2014-07-21 2014-06-30 13F JPMorgan Chase COM 46625H100 4,736 1,268 36.56 273 29.38 0.1349
2014-04-24 2014-03-31 13F JPMorgan Chase COM 46625H100 3,468 0 0.00 211 3.94 0.1091
2014-01-31 2013-12-31 13F JPMorgan Chase COM 46625H100 3,468 3,468 203 0.1086
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.