JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionRMR Wealth Builders
Latest Disclosed Ownership38,941 shares
Latest Disclosed Value $ 11,454,957
RMR Wealth Builders reports 3.77% increase in ownership of CMC / JPMorgan Chase & Co.

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 38,941 shares of JPMorgan Chase & Co. (DE:CMC) valued at $9,908,537 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 37,527 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.77% during the quarter. The current value of the position is $10,029,255 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 38,941 1,414 3.77 11,455 -5.28 0.9020
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 37,527 1,204 3.31 12,092 5.54 0.9674
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 36,323 1,086 3.08 11,457 12.16 0.9588
2025-07-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 35,237 1,577 4.69 10,216 23.73 0.9285
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 33,660 603 1.82 8,257 4.19 0.8690
2025-01-14 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 33,057 1,382 4.36 7,924 18.64 0.8190
2025-01-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 33,057 1,382 7,924 0.8239
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 31,675 40 0.13 6,679 4.39 0.7077
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 31,635 1,253 4.12 6,398 5.14 0.7343
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 30,382 1,526 5.29 6,086 23.98 0.7359
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 28,856 1,945 7.23 4,908 25.78 0.6896
2023-10-23 2023-09-30 13F JPMORGAN CHASE COM 46625H100 26,911 3,348 14.21 3,903 13.86 0.6233
2023-07-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 23,563 -1,315 -5.29 3,427 5.74 0.5830
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 24,878 35 0.14 3,242 -2.70 0.6164
2023-02-15 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 24,843 121 0.49 3,331 28.96 0.7553
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 24,843 121 3 0.8979
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 24,722 379 1.56 2,583 -5.76 0.6319
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 24,343 -1,442 -5.59 2,741 -22.02 0.6830
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 25,785 13,902 116.99 3,515 86.77 0.7539
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,883 -14,813 -55.49 1,882 -56.93 0.5405
2021-10-18 2021-09-30 13F JPMORGAN CHASE COM 46625H100 26,696 910 3.53 4,370 8.95 1.2831
2021-08-16 2021-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 25,786 -2,962 -10.30 4,011 -8.34 1.3149
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 28,748 8,632 42.91 4,376 71.21 1.1369
2021-02-26 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 20,116 -11,695 -36.76 2,556 -16.53 1.2556
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,087 -30,724 2,556 1,399,190.9217
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 31,811 14,279 81.45 3,062 85.69 0.7949
2020-08-19 2020-06-30 13F JPMORGAN CHASE COM 46625H100 17,532 -1,631 -8.51 1,649 -38.26 1.4700
2020-03-03 2019-12-31 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 19,163 19,163 2,671 2.5730
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.