JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionForefront Analytics, LLC
Latest Disclosed Ownership4,984 shares
Latest Disclosed Value $ 1,466,040
Forefront Analytics, LLC reports 48.64% increase in ownership of CMC / JPMorgan Chase & Co.

On May 13, 2026 - Forefront Analytics, LLC filed a 13F-HR form disclosing ownership of 4,984 shares of JPMorgan Chase & Co. (DE:CMC) valued at $1,268,179 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,353 shares of JPMorgan Chase & Co.. This represents a change in shares of 48.64% during the quarter. The current value of the position is $1,283,629 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,984 1,631 48.64 1,466 35.74 1.3334
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,353 16 0.48 1,080 2.56 0.9535
2025-11-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,337 16 0.48 1,053 9.35 1.0142
2025-08-14 2025-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 3,321 -39 -1.16 963 16.87 1.0757
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,360 15 0.45 824 2.87 0.9483
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,345 64 1.95 802 15.92 0.3729
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,281 -3,235 -49.65 692 -47.57 0.3263
2024-08-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,516 3,271 100.80 1,318 102.77 0.6309
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,245 -241 -6.91 650 9.80 0.3152
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,486 14 0.40 593 17.69 0.2927
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,472 22 0.64 504 0.40 0.2855
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,450 36 1.05 502 12.84 0.2863
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,414 24 0.71 445 -2.20 0.2294
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,390 27 0.80 455 29.34 0.2422
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,363 29 0.87 351 -6.40 0.1869
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,334 28 0.85 375 -16.85 0.1817
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,306 -517 -13.52 451 -25.45 0.1675
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,823 23 0.61 605 -2.73 0.2024
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,800 68 1.82 622 7.06 0.2267
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,732 505 15.65 581 18.33 0.2304
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,227 22 0.69 491 20.64 0.2092
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 3,205 29 0.91 407 33.01 0.1768
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,176 29 0.92 306 3.38 0.1429
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,147 20 0.64 296 5.34 0.1815
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,127 22 0.71 282 -35.10 0.2248
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,105 31 1.01 433 19.61 0.1683
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,074 -1,259 -29.06 362 -25.21 0.1492
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,333 21 0.49 484 10.76 0.2061
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,312 1,303 43.30 437 48.64 0.2784
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,009 -14 -0.46 294 -13.78 0.1629
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,023 -398 -11.63 341 -4.21 0.1549
2018-11-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,421 -1,202 -26.00 356 -29.92 0.1657
2018-11-19 2018-03-31 13F JPMORGAN CHASE COM 46625H100 4,623 1,242 36.73 508 40.33 0.2846
2018-03-20 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,381 3,381 362 0.2156
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.