JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership9,712 shares
Latest Disclosed Value $ 2,856,882
Legacy Bridge, LLC reports 0.57% increase in ownership of CMC / JPMorgan Chase & Co.

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 9,712 shares of JPMorgan Chase & Co. (DE:CMC) valued at $2,471,218 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 9,657 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.57% during the quarter. The current value of the position is $2,501,326 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 9,712 55 0.57 2,857 -8.20 1.0895
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,657 514 5.62 3,112 7.91 1.2629
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,143 28 0.31 2,884 9.12 1.2001
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,115 0 0.00 2,643 18.21 1.2541
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 9,115 580 6.80 2,236 9.29 1.2476
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,535 0 0.00 2,046 13.67 1.0667
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,535 -5 -0.06 1,800 4.17 0.9691
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,540 9 0.11 1,727 1.11 1.0182
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 8,531 -18 -0.21 1,709 17.47 0.9996
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 8,549 0 0.00 1,454 17.35 0.9423
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 8,549 -50 -0.58 1,240 -0.88 0.8837
2023-07-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,599 350 4.24 1,251 16.39 0.8348
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,249 30 0.37 1,075 -2.54 0.7499
2023-01-11 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,219 21 0.26 1,102 28.59 0.7834
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 8,198 0 0.00 857 -7.15 0.6836
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 8,198 0 0.00 923 -17.44 0.6812
2022-04-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 8,198 0 0.00 1,118 -13.87 0.6531
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 8,198 -80 -0.97 1,298 -4.21 0.6762
2021-10-26 2021-09-30 13F JPMORGAN CHASE COM 46625H100 8,278 390 4.94 1,355 10.43 0.7811
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,888 1,050 15.36 1,227 17.87 0.6940
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,838 560 8.92 1,041 30.45 0.6736
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,278 0 0.00 798 32.12 0.5785
2020-10-19 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,278 0 0.00 604 2.20 0.5514
2020-08-04 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,278 -103 -1.61 591 2.96 0.6504
2020-05-01 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 6,381 -2,021 -24.05 574 -50.98 0.7229
2020-04-09 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,381 -2,021 574 728,075.2936
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,402 728 9.49 1,171 29.68 0.9723
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,674 -153 -1.95 903 3.20 0.8621
2019-07-11 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,827 0 0.00 875 10.48 0.8440
2019-04-26 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,827 220 2.89 792 6.59 0.8165
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 7,607 7,607 743 0.9194
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.