JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionCRA Financial Services, LLC
Latest Disclosed Ownership11,681 shares
Latest Disclosed Value $ 3,436,177
CRA Financial Services, LLC reports 0.15% increase in ownership of CMC / JPMorgan Chase & Co.

On April 9, 2026 - CRA Financial Services, LLC filed a 13F-HR form disclosing ownership of 11,681 shares of JPMorgan Chase & Co. (DE:CMC) valued at $2,972,230 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 11,664 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.15% during the quarter. The current value of the position is $3,008,442 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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 11,681 17 0.15 3,436 -8.57 0.4462
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 11,664 40 0.34 3,758 2.51 0.4918
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 11,624 324 2.87 3,667 11.90 0.5016
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,300 191 1.72 3,276 20.22 0.5008
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 11,109 512 4.83 2,725 7.28 0.4663
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,597 457 4.51 2,540 18.80 0.4359
2024-10-10 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,140 73 0.73 2,138 5.01 0.3923
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,067 -136 -1.33 2,036 -0.34 0.4109
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,203 82 0.81 2,044 18.71 0.4439
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,121 120 1.20 1,722 18.69 0.4213
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 10,001 -135 -1.33 1,450 -1.63 0.3992
2023-07-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,136 158 1.58 1,474 13.38 0.3984
2023-04-06 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,978 379 3.95 1,300 1.01 0.3861
2023-01-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,599 175 1.86 1,287 30.66 0.4213
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,424 1,109 13.34 985 5.24 0.3544
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 8,315 -1,389 -14.31 936 -29.25 0.3208
2022-04-15 2022-03-31 13F JPMORGAN CHASE COM 46625H100 9,704 2,227 29.78 1,323 11.74 0.3980
2022-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,477 1,267 20.40 1,184 16.42 0.3520
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,210 555 9.81 1,017 15.57 0.3442
2021-07-23 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,655 117 2.11 880 4.39 0.3060
2021-04-16 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,538 101 1.86 843 22.00 0.3262
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,437 233 4.48 691 37.92 0.2904
2020-10-14 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,204 -506 -8.86 501 -6.70 0.2394
2020-07-22 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,710 -97 -1.67 537 2.68 0.2836
2020-04-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,807 518 9.79 523 -29.04 0.3347
2020-01-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,289 5 0.09 737 18.49 0.4022
2019-11-07 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,284 -855 -13.93 622 -9.46 0.3762
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,139 107 1.77 687 12.44 0.4127
2019-04-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 6,032 105 1.77 611 5.53 0.3981
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,927 5,927 579 0.4179
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.