JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionNewEdge Wealth, LLC
Latest Disclosed Ownership492,565 shares
Latest Disclosed Value $ 144,892,921
NewEdge Wealth, LLC reports 2.51% increase in ownership of CMC / JPMorgan Chase & Co.

On May 13, 2026 - NewEdge Wealth, LLC filed a 13F-HR form disclosing ownership of 492,565 shares of JPMorgan Chase & Co. (DE:CMC) valued at $125,333,164 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 480,501 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.51% during the quarter. The current value of the position is $126,860,116 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.

Upgrade to unlock premium data and export to Excel .

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 492,565 12,064 2.51 144,893 -6.42 1.7258
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 480,501 30,271 6.72 154,827 10.33 1.7491
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 450,230 11,721 2.67 140,328 11.53 2.0117
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 438,509 16,101 3.81 125,826 21.43 1.9708
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 422,408 16,100 3.96 103,617 6.39 1.8767
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 406,308 31,655 8.45 97,396 23.29 1.6890
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 374,653 72,246 23.89 78,999 29.16 1.4255
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 302,407 6,679 2.26 61,165 7.91 1.3249
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 295,728 30,537 11.52 56,679 25.65 1.2715
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 265,191 32,265 13.85 45,109 33.55 1.1529
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 232,926 22,264 10.57 33,779 10.25 1.0703
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 210,662 70,676 50.49 30,639 67.96 1.0235
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 139,986 15,952 12.86 18,242 9.67 0.6923
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 124,034 7,982 6.88 16,633 37.15 0.7162
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 116,052 513 0.44 12,127 -6.79 0.5735
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 115,539 14,459 14.30 13,011 -5.57 0.5910
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 101,080 26,700 35.90 13,779 16.99 0.6117
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 74,380 6,539 9.64 11,778 6.06 0.4936
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 67,841 3,348 5.19 11,105 10.71 0.6609
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 64,493 5,129 8.64 10,031 11.00 0.7660
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 59,364 41,730 236.65 9,037 303.26 0.8983
2021-05-13 2020-12-31 13F JPMORGAN CHASE COM 46625H100 17,634 17,634 2,241 0.6894
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.