JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionCumberland Partners Ltd
Latest Disclosed Ownership37,958 shares
Latest Disclosed Value $ 11,165,725
Cumberland Partners Ltd reports 28.99% increase in ownership of CMC / JPMorgan Chase & Co.

On May 14, 2026 - Cumberland Partners Ltd filed a 13F-HR form disclosing ownership of 37,958 shares of JPMorgan Chase & Co. (DE:CMC) valued at $9,658,413 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 29,427 shares of JPMorgan Chase & Co.. This represents a change in shares of 28.99% during the quarter. The current value of the position is $9,776,083 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 37,958 8,531 28.99 11,166 17.76 0.6856
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 29,427 16,913 135.15 9,482 140.21 0.5807
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 12,514 12,514 3,947 0.2580
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 0 -1,700 -100.00 0 -100.00
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,700 -205 -10.76 358 -7.01 0.0249
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,905 -318 -14.30 385 -13.48 0.0280
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,223 2,223 445 0.0323
2022-08-10 2022-06-30 13F JPMorgan Chase COM 46625H100 0 -172,420 -100.00 0 -100.00
2022-05-10 2022-03-31 13F JPMorgan Chase COM 46625H100 172,420 -55,178 -24.24 23,505 -34.78 1.7774
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 227,598 -18,950 -7.69 36,040 -10.70 2.5332
2021-11-10 2021-09-30 13F JPMorgan Chase COM 46625H100 246,548 -4,735 -1.88 40,357 3.26 3.3057
2021-08-09 2021-06-30 13F JPMorgan Chase COM 46625H100 251,283 -2,351 -0.93 39,084 1.23 3.0655
2021-05-11 2021-03-31 13F JPMorgan Chase COM 46625H100 253,634 -12,731 -4.78 38,610 14.07 3.1799
2021-02-11 2020-12-31 13F JPMorgan Chase COM 46625H100 266,365 -47,998 -15.27 33,847 11.84 3.0336
2020-11-03 2020-09-30 13F JPMorgan Chase COM 46625H100 314,363 44,024 16.28 30,264 19.02 3.1647
2020-08-04 2020-06-30 13F JPMorgan Chase COM 46625H100 270,339 7,444 2.83 25,428 7.43 2.6384
2020-05-13 2020-03-31 13F J.P. Morgan Chase& COM 46625H100 262,895 -29,502 -10.09 23,669 -41.93 2.8466
2020-02-07 2019-12-31 13F J.P. Morgan Chase& COM 46625H100 292,397 -6,731 -2.25 40,760 15.78 3.6173
2019-11-13 2019-09-30 13F J.P. Morgan Chase& COM 46625H100 299,128 -97,926 -24.66 35,204 -20.70 3.3842
2019-08-08 2019-06-30 13F J.P. Morgan Chase& COM 46625H100 397,054 -15,560 -3.77 44,391 6.28 4.2643
2019-05-15 2019-03-31 13F J.P. Morgan Chase& COM 46625H100 412,614 -28,980 -6.56 41,769 -3.11 4.2014
2019-02-12 2018-12-31 13F J.P. Morgan Chase& COM 46625H100 441,594 -12,478 -2.75 43,109 -15.86 4.8694
2018-11-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 454,072 -7,625 -1.65 51,237 6.50 4.8913
2018-08-09 2018-06-30 13F J.P. Morgan Chase& COM 46625H100 461,697 40,385 9.59 48,109 3.84 4.8414
2018-05-10 2018-03-31 13F J.P. Morgan Chase& COM 46625H100 421,312 -3,340 -0.79 46,332 2.03 6.5390
2018-02-06 2017-12-31 13F J.P. Morgan Chase& COM 46625H100 424,652 5,102 1.22 45,412 13.33 5.9766
2017-10-31 2017-09-30 13F J.P. Morgan Chase& COM 46625H100 419,550 7,790 1.89 40,071 6.47 5.3984
2017-08-02 2017-06-30 13F J.P. Morgan Chase& COM 46625H100 411,760 -5,945 -1.42 37,635 2.57 5.3236
2017-04-28 2017-03-31 13F J.P. Morgan Chase& COM 46625H100 417,705 -147,255 -26.06 36,691 -24.74 5.3630
2017-02-06 2016-12-31 13F J.P. Morgan Chase& COM 46625H100 564,960 -187,410 -24.91 48,751 -2.69 7.4156
2016-11-14 2016-09-30 13F J.P. Morgan Chase& COM 46625H100 752,370 -23,380 -3.01 50,100 3.93 7.0388
2016-07-26 2016-06-30 13F J.P. Morgan Chase& COM 46625H100 775,750 -34,143 -4.22 48,205 0.51 6.8223
2016-05-10 2016-03-31 13F J.P. Morgan Chase& COM 46625H100 809,893 -14,575 -1.77 47,962 -11.90 6.6460
2016-01-28 2015-12-31 13F J.P. Morgan Chase& COM 46625H100 824,468 -21,125 -2.50 54,440 5.60 7.0615
2015-11-02 2015-09-30 13F J.P. Morgan Chase& COM 46625H100 845,593 -25,094 -2.88 51,555 -12.62 6.3861
2015-07-31 2015-06-30 13F J.P. Morgan Chase& COM 46625H100 870,687 -16,525 -1.86 58,998 9.77 6.7201
2015-05-12 2015-03-31 13F J.P. Morgan Chase& COM 46625H100 887,212 -40,440 -4.36 53,747 -7.42 5.9017
2015-02-06 2014-12-31 13F J.P. Morgan Chase& COM 46625H100 927,652 13,966 1.53 58,053 5.47 6.0716
2014-10-29 2014-09-30 13F J.P. Morgan Chase& COM 46625H100 913,686 -11,376 -1.23 55,040 3.26 6.7379
2014-07-28 2014-06-30 13F J.P. Morgan Chase& COM 46625H100 925,062 5,459 0.59 53,302 -4.53 6.0064
2014-04-08 2014-03-31 13F J.P. Morgan Chase& COM 46625H100 919,603 12,650 1.39 55,829 5.26 6.5280
2014-01-10 2013-12-31 13F J.P. Morgan Chase& COM 46625H100 906,953 36,446 4.19 53,038 17.87 5.7484
2013-10-16 2013-09-30 13F J.P. Morgan Chase& COM 46625H100 870,507 1,760 0.20 44,997 -1.88 5.5347
2013-07-12 2013-06-30 13F J.P. Morgan Chase& COM 46625H100 868,747 11,520 1.34 45,861 12.80 5.8487
2013-07-10 2013-03-31 13F J.P. Morgan Chase& COM 46625H100 857,227 -308,603 -26.47 40,658 -20.72 4.9140
2013-07-10 2012-12-31 13F J.P. Morgan Chase& COM 46625H100 1,165,830 1,165,830 51,285 6.2242
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.