JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionPlancorp, LLC
Latest Disclosed Ownership9,845 shares
Latest Disclosed Value $ 3,050,670
Plancorp, LLC reports 2.02% increase in ownership of CMC / JPMorgan Chase & Co.

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 9,845 shares of JPMorgan Chase & Co. (DE:CMC) valued at $2,505,060 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 9,650 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.02% during the quarter. The current value of the position is $2,535,580 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,845 195 2.02 3,051 -1.90 0.0868
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,650 -446 -4.42 3,110 -2.36 0.0940
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,096 -724 -6.69 3,185 1.53 0.0999
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,820 -142 -1.30 3,137 16.67 0.1086
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,962 1,134 11.54 2,689 14.14 0.1066
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 9,828 1,362 16.09 2,356 31.93 0.0968
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,466 214 2.59 1,785 6.95 0.0728
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,252 111 1.36 1,669 2.39 0.0723
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 8,141 1,228 17.76 1,631 38.72 0.0708
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,913 809 13.25 1,176 32.77 0.0564
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,104 -468 -7.12 885 -7.33 0.0474
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,572 -231 -3.40 956 7.79 0.0516
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,803 -1,398 -17.05 886 -19.38 0.0498
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,201 283 3.57 1,100 32.89 0.0649
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,918 319 4.20 827 -3.39 0.0552
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,599 281 3.84 856 -14.23 0.0539
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,318 -539 -6.86 998 -19.77 0.0649
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,857 -197 -2.45 1,244 -5.61 0.0789
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 8,054 396 5.17 1,318 10.66 0.0911
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,658 -116 -1.49 1,191 0.68 0.0934
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,774 -812 -9.46 1,183 8.43 0.2606
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,586 3,606 72.41 1,091 127.77 0.2688
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,980 -673 -11.91 479 -9.96 0.1454
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,653 -521 -8.44 532 -4.32 0.1603
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,174 -377 -5.75 556 -39.10 0.2152
2020-02-03 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,551 92 1.42 913 20.13 0.2797
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,459 194 3.10 760 8.57 0.2900
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,265 -302 -4.60 700 5.26 0.2772
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 6,567 1,298 24.63 665 29.38 0.2519
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,269 82 1.58 514 -12.14 0.2333
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 5,187 -2,738 -34.55 585 -29.18 0.2303
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,925 98 1.25 826 -3.95 0.3300
2018-04-16 2018-03-31 13F JPMORGAN CHASE COM 46625H100 7,827 623 8.65 860 11.54 0.2749
2018-01-19 2017-12-31 13F JPMORGAN CHASE COM 46625H100 7,204 419 6.18 771 18.80 0.2515
2017-10-11 2017-09-30 13F JPMORGAN CHASE COM 46625H100 6,785 396 6.20 649 10.75 0.1917
2017-07-25 2017-06-30 13F JPMORGAN CHASE COM 46625H100 6,389 185 2.98 586 7.72 0.1741
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 6,204 -19 -0.31 544 1.12 0.1588
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 6,223 6,223 0.00 538 0.1532
2015-02-06 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -4,600 -100.00 0 -100.00
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 4,600 -410 -8.18 277 -8.58 0.2912
2014-05-08 2014-03-31 13F JPMORGAN CHASE COM 46625H100 5,010 5,010 303 0.2057
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.