JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionGSB Wealth Management, LLC
Latest Disclosed Ownership12,685 shares
Latest Disclosed Value $ 3,731,479
GSB Wealth Management, LLC reports 2.97% decrease in ownership of CMC / JPMorgan Chase & Co.

On April 20, 2026 - GSB Wealth Management, LLC filed a 13F-HR form disclosing ownership of 12,685 shares of JPMorgan Chase & Co. (DE:CMC) valued at $3,227,698 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 13,073 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.97% during the quarter. The current value of the position is $3,267,022 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 12,685 -388 -2.97 3,731 -11.42 0.8423
2026-02-05 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 13,073 -186 -1.40 4,212 0.72 0.9525
2025-10-21 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 13,259 -925 -6.52 4,182 1.70 0.9476
2025-07-15 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 14,184 21 0.15 4,112 18.36 1.0068
2025-04-18 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 14,163 -1,055 -6.93 3,474 -4.77 0.9130
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 15,218 -80 -0.52 3,648 13.12 0.9424
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 15,298 -665 -4.17 3,226 -0.09 0.8255
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 15,963 -104 -0.65 3,229 0.31 0.8810
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 16,067 -226 -1.39 3,218 16.13 0.9056
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 16,293 -350 -2.10 2,771 14.84 0.8519
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 16,643 33 0.20 2,414 -0.08 0.8080
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 16,610 116 0.70 2,416 12.38 0.7856
2023-05-18 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 16,494 -1,488 -8.27 2,149 -10.87 0.7027
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 16,494 -1,488 2,149 0.7990
2023-02-16 2022-12-31 13F JPMORGAN CHASE COM 46625H100 17,982 -7,078 -28.24 2,411 -7.94 0.8607
2022-10-18 2022-09-30 13F JPMORGAN CHASE COM 46625H100 25,060 -272 -1.07 2,619 -8.20 0.9495
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 25,332 -403 -1.57 2,853 -18.67 0.9725
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 25,735 -1,084 -4.04 3,508 -17.40 1.0234
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 26,819 3,682 15.91 4,247 12.12 1.2194
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 23,137 -4,459 -16.16 3,788 -11.74 1.9464
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 27,596 301 1.10 4,292 3.30 1.3370
2021-08-11 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 27,295 27,295 4,155 1.3821
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 996,195 996,195 144,589 2.3309
2020-04-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,500 -100.00 0 -100.00
2020-02-14 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,500 -7,609 -83.53 209 -80.54 0.8598
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,924 -185 1,245 33,873.5507
2019-11-12 2019-09-30 13F JPMORGAN CHASE &CO COM 46625H100 9,109 9,109 1,074 0.7291
2017-11-24 2017-09-30 13F JPMORGAN CHASE COM 46625H100 0 -2,246 -100.00 0 -100.00
2017-08-21 2017-06-30 13F JPMORGAN CHASE COM 46625H100 2,246 2,246 205 0.9276
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.