JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionTower Bridge Advisors
Latest Disclosed Ownership125,531 shares
Latest Disclosed Value $ 36,926,074
Tower Bridge Advisors reports 1.20% increase in ownership of CMC / JPMorgan Chase & Co.

On May 12, 2026 - Tower Bridge Advisors filed a 13F-HR form disclosing ownership of 125,531 shares of JPMorgan Chase & Co. (DE:CMC) valued at $31,941,363 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 124,046 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.20% during the quarter. The current value of the position is $32,330,509 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)
2026-05-12 2026-03-31 13F JPMorgan Chase Common 46625H100 125,531 1,485 1.20 36,926 -7.62 2.5892
2026-02-13 2025-12-31 13F J P MORGAN CHASE COMMON 46625H100 124,046 -2,386 -1.89 39,970 0.23 4.0366
2025-11-12 2025-09-30 13F J P MORGAN CHASE COMMON 46625H100 126,432 -389 -0.31 39,880 8.47 3.9828
2025-08-11 2025-06-30 13F J P MORGAN CHASE COMMON 46625H100 126,821 -4,159 -3.18 36,767 14.43 3.9524
2025-05-08 2025-03-31 13F J P MORGAN CHASE COMMON 46625H100 130,980 -530 -0.40 32,129 1.92 3.5899
2025-02-05 2024-12-31 13F J P MORGAN CHASE COMMON 46625H100 131,510 -604 -0.46 31,524 13.16 3.3571
2024-11-06 2024-09-30 13F J P MORGAN CHASE COMMON 46625H100 132,114 1,582 1.21 27,858 5.51 2.8908
2024-07-24 2024-06-30 13F J P MORGAN CHASE COMMON 46625H100 130,532 -3,517 -2.62 26,401 -1.67 2.9343
2024-04-29 2024-03-31 13F J P MORGAN CHASE COMMON 46625H100 134,049 -15,314 -10.25 26,850 5.68 2.7328
2024-02-14 2023-12-31 13F J P MORGAN CHASE COMMON 46625H100 149,363 179 0.12 25,407 17.44 2.1854
2023-11-01 2023-09-30 13F J P MORGAN CHASE COMMON 46625H100 149,184 303 0.20 21,635 -0.09 2.0025
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 148,881 -25,442 -14.59 21,653 -4.68 1.9849
2023-04-26 2023-03-31 13F J P MORGAN CHASE COMMON 46625H100 174,323 -2,045 -1.16 22,716 -3.95 1.8600
2023-01-27 2022-12-31 13F J P MORGAN CHASE COMMON 46625H100 176,368 -1,866 -1.05 23,651 26.98 1.9643
2022-11-14 2022-09-30 13F J P MORGAN CHASE COMMON 46625H100 178,234 1,660 0.94 18,626 -6.33 1.6550
2022-07-21 2022-06-30 13F J P MORGAN CHASE COMMON 46625H100 176,574 -3,633 -2.02 19,884 -19.06 1.6217
2022-05-05 2022-03-31 13F J P MORGAN CHASE COMMON 46625H100 180,207 -162 -0.09 24,566 -13.99 1.6420
2022-02-09 2021-12-31 13F J P MORGAN CHASE COMMON 46625H100 180,369 504 0.28 28,561 -2.99 1.7537
2021-10-28 2021-09-30 13F J P MORGAN CHASE COMMON 46625H100 179,865 3,333 1.89 29,442 7.23 1.9641
2021-08-10 2021-06-30 13F J P MORGAN CHASE COMMON 46625H100 176,532 832 0.47 27,458 2.66 1.8302
2021-05-12 2021-03-31 13F J P MORGAN CHASE COMMON 46625H100 175,700 3,483 2.02 26,747 22.22 2.0136
2021-02-11 2020-12-31 13F J P MORGAN CHASE COMMON 46625H100 172,217 28,971 20.22 21,884 58.69 1.7824
2020-11-13 2020-09-30 13F J P MORGAN CHASE COMMON 46625H100 143,246 2,396 1.70 13,790 4.09 1.4089
2020-07-22 2020-06-30 13F J P MORGAN CHASE COMMON 46625H100 140,850 18,313 14.94 13,248 20.09 1.4855
2020-04-27 2020-03-31 13F J P MORGAN CHASE COMMON 46625H100 122,537 14,237 13.15 11,032 -26.93 1.4481
2020-02-05 2019-12-31 13F J P MORGAN CHASE COMMON 46625H100 108,300 5,415 5.26 15,097 12.55 1.5947
2019-11-12 2019-09-30 13F J P MORGAN CHASE COMMON 46625H100 102,885 6,881 7.17 13,414 24.98 1.4687
2019-08-06 2019-06-30 13F J P MORGAN CHASE COMMON 46625H100 96,004 2,009 2.14 10,733 12.80 1.2006
2019-04-30 2019-03-31 13F J P MORGAN CHASE COMMON 46625H100 93,995 14,259 17.88 9,515 22.25 1.1045
2019-02-07 2018-12-31 13F J P MORGAN CHASE COMMON 46625H100 79,736 1,436 1.83 7,784 -11.91 1.0028
2018-10-23 2018-09-30 13F J P MORGAN CHASE COMMON 46625H100 78,300 -2,265 -2.81 8,835 5.25 0.9230
2018-08-09 2018-06-30 13F J P MORGAN CHASE COMMON 46625H100 80,565 2,079 2.65 8,395 -2.75 0.9362
2018-05-02 2018-03-31 13F J P MORGAN CHASE COMMON 46625H100 78,486 -1,000 -1.26 8,631 1.54 0.9570
2018-01-30 2017-12-31 13F J P MORGAN CHASE COMMON 46625H100 79,486 4,362 5.81 8,500 18.47 0.9117
2017-11-06 2017-09-30 13F J P MORGAN CHASE COMMON 46625H100 75,124 197 0.26 7,175 4.78 0.8154
2017-07-26 2017-06-30 13F J P MORGAN CHASE COMMON 46625H100 74,927 403 0.54 6,848 4.61 0.7851
2017-05-02 2017-03-31 13F J P MORGAN CHASE COMMON 46625H100 74,524 -3,205 -4.12 6,546 -2.40 0.7643
2017-01-31 2016-12-31 13F J P MORGAN CHASE COMMON 46625H100 77,729 -9,983 -11.38 6,707 14.85 0.8130
2016-10-27 2016-09-30 13F J P MORGAN CHASE COMMON 46625H100 87,712 -6,600 -7.00 5,841 -0.34 0.7112
2016-08-12 2016-06-30 13F J P MORGAN CHASE COMMON 46625H100 94,312 -4,395 -4.45 5,861 0.26 0.7301
2016-05-12 2016-03-31 13F J P MORGAN CHASE COMMON 46625H100 98,707 600 0.61 5,845 -9.77 0.7301
2016-02-02 2015-12-31 13F J P MORGAN CHASE COMMON 46625H100 98,107 -570 -0.58 6,478 7.68 0.8439
2015-11-13 2015-09-30 13F/A-1 J P MORGAN CHASE COMMON 46625H100 98,677 -2,342 -2.32 6,016 -12.11 0.8279
2015-11-12 2015-09-30 13F J P MORGAN CHASE COMMON 46625H100 101,019 6,845
2015-08-13 2015-06-30 13F J P MORGAN CHASE COMMON 46625H100 101,019 -1,700 -1.66 6,845 10.01 0.8658
2015-05-14 2015-03-31 13F J P MORGAN CHASE COMMON 46625H100 102,719 -31,611 -23.53 6,223 -25.98 0.7883
2015-02-19 2014-12-31 13F J P MORGAN CHASE COMMON 46625H100 134,330 -18,638 -12.18 8,406 -8.77 1.0336
2014-11-12 2014-09-30 13F J P MORGAN CHASE COMMON 46625H100 152,968 -1,813 -1.17 9,215 3.32 1.1623
2014-08-26 2014-06-30 13F J P MORGAN CHASE COMMON 46625H100 154,781 1,252 0.82 8,918 -4.31 1.0998
2014-05-08 2014-03-31 13F J P MORGAN CHASE COMMON 46625H100 153,529 1,166 0.77 9,321 4.60 1.1977
2014-02-10 2013-12-31 13F J P MORGAN CHASE COMMON 46625H100 152,363 -1,048 -0.68 8,910 12.37 1.1697
2013-11-05 2013-09-30 13F J P MORGAN CHASE COMMON 46625H100 153,411 -835 -0.54 7,930 -2.62 1.1375
2013-07-24 2013-06-30 13F J P MORGAN CHASE COMMON 46625H100 154,246 154,246 8,143 1.2069
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.