JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionOarsman Capital, Inc.
Latest Disclosed Ownership8,404 shares
Latest Disclosed Value $ 2,472,046
Oarsman Capital, Inc. reports 0.73% increase in ownership of CMC / JPMorgan Chase & Co.

On April 27, 2026 - Oarsman Capital, Inc. filed a 13F-HR form disclosing ownership of 8,404 shares of JPMorgan Chase & Co. (DE:CMC) valued at $2,138,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,343 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.73% during the quarter. The current value of the position is $2,164,450 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,404 61 0.73 2,472 -8.04 0.3069
2026-02-13 2025-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,343 -393 -4.50 2,688 -2.43 0.3488
2025-11-21 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,736 -21 -0.24 2,756 8.55 0.3863
2025-08-01 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,757 -177 -1.98 2,539 15.84 0.3981
2025-05-14 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,934 495 5.87 2,192 8.36 0.3937
2025-02-13 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,439 -113 -1.32 2,023 12.15 0.3524
2024-11-08 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,552 184 2.20 1,803 6.56 0.3320
2024-08-12 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,368 136 1.65 1,692 2.67 0.3706
2024-05-15 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,232 -2,776 -25.22 1,649 -11.97 0.3939
2024-02-16 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,008 59 0.54 1,872 17.96 0.4969
2023-10-27 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,949 165 1.53 1,588 1.21 0.6635
2023-08-10 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,784 -2,436 -18.43 1,568 -8.94 0.6867
2023-05-11 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,220 -1,395 -9.54 1,723 -12.10 0.8052
2023-02-09 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 14,615 -4,762 -24.58 1,960 -3.26 1.0005
2022-11-10 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 19,377 -127 -0.65 2,025 -7.79 1.0852
2022-08-10 2022-06-30 13F J.P. Morgan Chase COM 46625H100 19,504 -412 -2.07 2,196 -19.12 1.0905
2022-05-11 2022-03-31 13F J.P. Morgan Chase COM 46625H100 19,916 -173 -0.86 2,715 -14.65 1.0603
2022-02-10 2021-12-31 13F J.P. Morgan Chase COM 46625H100 20,089 -812 -3.88 3,181 -7.02 1.2541
2021-11-12 2021-09-30 13F J.P. Morgan Chase COM 46625H100 20,901 -928 -4.25 3,421 0.77 1.3848
2021-08-12 2021-06-30 13F J.P. Morgan Chase COM 46625H100 21,829 -2,092 -8.75 3,395 -6.78 1.3489
2021-05-12 2021-03-31 13F J.P. Morgan Chase COM 46625H100 23,921 -3,632 -13.18 3,642 4.03 1.5758
2021-02-11 2020-12-31 13F J.P. Morgan Chase COM 46625H100 27,553 -660 -2.34 3,501 28.90 1.3602
2020-11-12 2020-09-30 13F J.P. Morgan Chase COM 46625H100 28,213 -159 -0.56 2,716 1.76 1.2238
2020-08-13 2020-06-30 13F J.P. Morgan Chase COM 46625H100 28,372 11,331 66.49 2,669 73.99 1.3189
2020-05-13 2020-03-31 13F J.P. Morgan Chase COM 46625H100 17,041 -7,916 -31.72 1,534 -55.91 1.4166
2020-02-13 2019-12-31 13F J.P. Morgan Chase COM 46625H100 24,957 -6,580 -20.86 3,479 -6.28 1.5903
2019-11-12 2019-09-30 13F J.P. Morgan Chase COM 46625H100 31,537 -2,635 -7.71 3,712 -2.83 1.7666
2019-08-13 2019-06-30 13F J.P. Morgan Chase COM 46625H100 34,172 -911 -2.60 3,820 7.58 1.7312
2019-05-14 2019-03-31 13F J.P. Morgan Chase COM 46625H100 35,083 458 1.32 3,551 5.06 1.6868
2019-02-13 2018-12-31 13F J.P. Morgan Chase COM 46625H100 34,625 -4,676 -11.90 3,380 -23.79 1.7321
2018-11-07 2018-09-30 13F J.P. Morgan Chase COM 46625H100 39,301 5,575 16.53 4,435 26.21 1.7861
2018-08-10 2018-06-30 13F J.P. Morgan Chase COM 46625H100 33,726 -3,785 -10.09 3,514 -14.81 1.5966
2018-05-14 2018-03-31 13F J.P. Morgan Chase COM 46625H100 37,511 337 0.91 4,125 3.77 1.8776
2018-02-08 2017-12-31 13F J.P. Morgan Chase COM 46625H100 37,174 754 2.07 3,975 14.29 1.7111
2017-11-13 2017-09-30 13F J.P. Morgan Chase COM 46625H100 36,420 752 2.11 3,478 6.69 1.4702
2017-08-10 2017-06-30 13F J.P. Morgan Chase COM 46625H100 35,668 1,138 3.30 3,260 7.48 1.4905
2017-05-11 2017-03-31 13F J.P. Morgan Chase COM 46625H100 34,530 2,585 8.09 3,033 10.01 1.4117
2017-02-09 2016-12-31 13F J.P. Morgan Chase COM 46625H100 31,945 -11,077 -25.75 2,757 -3.77 1.7753
2016-11-10 2016-09-30 13F J.P. Morgan Chase COM 46625H100 43,022 -648 -1.48 2,865 5.56 1.4611
2016-08-12 2016-06-30 13F J.P. Morgan Chase COM 46625H100 43,670 -50 -0.11 2,714 4.83 1.4106
2016-05-12 2016-03-31 13F J.P. Morgan Chase COM 46625H100 43,720 -804 -1.81 2,589 -11.94 1.3769
2016-02-11 2015-12-31 13F J.P. Morgan Chase COM 46625H100 44,524 -478 -1.06 2,940 7.14 1.6453
2015-11-10 2015-09-30 13F J.P. Morgan Chase COM 46625H100 45,002 28,342 170.12 2,744 143.05 1.6216
2015-08-13 2015-06-30 13F J.P. Morgan Chase COM 46625H100 16,660 1,070 6.86 1,129 19.60 0.7699
2015-05-14 2015-03-31 13F J.P. Morgan Chase COM 46625H100 15,590 -471 -2.93 944 -6.07 0.6519
2015-02-06 2014-12-31 13F J.P. Morgan Chase COM 46625H100 16,061 556 3.59 1,005 7.60 0.7243
2014-11-06 2014-09-30 13F J.P. Morgan Chase COM 46625H100 15,505 -423 -2.66 934 1.74 0.6885
2014-08-08 2014-06-30 13F J.P. Morgan Chase COM 46625H100 15,928 386 2.48 918 -2.75 0.6660
2014-04-25 2014-03-31 13F J.P. Morgan Chase COM 46625H100 15,542 -94 -0.60 944 3.28 0.7287
2014-02-06 2013-12-31 13F J.P. Morgan Chase COM 46625H100 15,636 -150 -0.95 914 12.01 0.7338
2013-11-13 2013-09-30 13F J.P. Morgan Chase COM 46625H100 15,786 2,510 18.91 816 16.41 0.7124
2013-08-08 2013-06-30 13F J.P. Morgan Chase COM 46625H100 13,276 13,276 701 0.6633
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.