JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionNikulski Financial, Inc.
Latest Disclosed Ownership33,462 shares
Latest Disclosed Value $ 9,843,060
Nikulski Financial, Inc. reports 0.66% decrease in ownership of CMC / JPMorgan Chase & Co.

On May 15, 2026 - Nikulski Financial, Inc. filed a 13F-HR form disclosing ownership of 33,462 shares of JPMorgan Chase & Co. (DE:CMC) valued at $8,514,406 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 33,684 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.66% during the quarter. The current value of the position is $8,618,138 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 33,462 -222 -0.66 9,843 -9.31 2.4297
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 33,684 -221 -0.65 10,854 1.49 2.5949
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 33,905 154 0.46 10,695 9.30 2.6873
2025-08-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 33,751 195 0.58 9,785 18.87 2.6789
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 33,556 675 2.05 8,231 4.44 2.4881
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 32,881 141 0.43 7,882 14.17 2.3172
2024-10-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 32,740 162 0.50 6,903 4.77 2.0664
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 32,578 109 0.34 6,589 1.32 2.0965
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 32,469 1 0.00 6,504 17.77 2.1568
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 32,468 279 0.87 5,523 18.29 2.0221
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 32,189 844 2.69 4,668 2.41 1.9316
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 31,345 317 1.02 4,559 12.74 1.8849
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 31,028 305 0.99 4,043 -1.85 1.7865
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 30,723 204 0.67 4,120 29.16 1.9643
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 30,519 553 1.85 3,189 -5.48 1.6502
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 29,966 460 1.56 3,374 -16.11 1.6740
2022-04-08 2022-03-31 13F JPMORGAN CHASE COM 46625H100 29,506 1,325 4.70 4,022 -9.86 1.7010
2022-02-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 28,181 379 1.36 4,462 -1.96 1.8702
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 27,802 531 1.95 4,551 9.16 2.1044
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 27,271 -877 -3.12 4,169 -2.71 1.9417
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 28,148 329 1.18 4,285 21.22 2.1971
2021-02-09 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 27,819 507 1.86 3,535 34.46 1.9389
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 27,312 0 2,629 1,667,099.9816
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 27,312 1,162 4.44 2,629 6.87 1.6671
2020-07-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 26,150 2,171 9.05 2,460 13.94 1.7263
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 23,979 593 2.54 2,159 -31.22 1.8835
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 23,386 -172 -0.73 3,139 14.73 2.2709
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 23,558 -326 -1.36 2,736 0.48 2.2796
2019-07-22 2019-06-30 13F JPMORGAN CHASE COM 46625H100 23,884 -2,311 -8.82 2,723 2.68 2.3012
2019-04-12 2019-03-31 13F JPMORGAN CHASE COM 46625H100 26,195 -3,319 -11.25 2,652 -7.95 2.5827
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 29,514 -848 -2.79 2,881 -12.96 3.0239
2018-11-02 2018-09-30 13F JPMORGAN CHASE COM 46625H100 30,362 -1,165 -3.70 3,310 0.76 3.0852
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 31,527 268 0.86 3,285 -4.45 3.0277
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 31,259 1,549 5.21 3,438 8.22 3.4100
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 29,710 29,710 3,177 3.4267
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.