JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionWealth Architects, LLC
Latest Disclosed Ownership12,927 shares
Latest Disclosed Value $ 3,802,506
Wealth Architects, LLC reports 1.38% decrease in ownership of CMC / JPMorgan Chase & Co.

On May 15, 2026 - Wealth Architects, LLC filed a 13F-HR form disclosing ownership of 12,927 shares of JPMorgan Chase & Co. (DE:CMC) valued at $3,289,275 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 13,108 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.38% during the quarter. The current value of the position is $3,329,349 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.

Upgrade to unlock premium data and export to Excel .

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 Equities 46625H100 12,927 -181 -1.38 3,803 -9.97 0.3389
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 13,108 -226 -1.69 4,224 0.43 0.3806
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 13,334 -137 -1.02 4,206 7.68 0.3972
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 13,471 -204 -1.49 3,905 16.43 0.3967
2025-05-14 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 13,675 3,208 30.65 3,354 33.73 0.3701
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 46,469 36,002 5,665 0.6253
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,467 59 0.57 2,509 14.31 0.2832
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,408 -15 -0.14 2,195 4.08 0.2484
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,423 -178 -1.68 2,108 -0.71 0.2575
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,601 -531 -4.77 2,123 12.15 0.2798
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,132 4 0.04 1,893 17.36 0.2656
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,128 175 1.60 1,614 1.32 0.2745
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,953 33 0.30 1,593 11.95 0.2629
2023-04-21 2023-03-31 13F JPMORGAN CHASE COM 46625H100 10,920 -43 -0.39 1,423 -3.27 0.2520
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 10,963 -221 -1.98 1,470 25.75 0.2781
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 11,184 107 0.97 1,169 -6.26 0.2447
2022-07-29 2022-06-30 13F JPMORGAN CHASE COM 46625H100 11,077 133 1.22 1,247 -16.42 0.2437
2022-05-17 2022-03-31 13F JPMORGAN CHASE COM 46625H100 10,944 5 0.05 1,492 -13.86 0.2536
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 10,939 328 3.09 1,732 -0.29 0.3037
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,611 397 3.89 1,737 9.31 0.3371
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,214 2,459 31.71 1,589 34.55 0.3113
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,755 77 1.00 1,181 21.00 0.2557
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,678 -136 -1.74 976 29.79 0.2271
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,814 34 0.44 752 2.73 0.2040
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 7,780 494 6.78 732 11.59 0.2053
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,286 -173 -2.32 656 -36.92 0.2276
2020-01-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,459 -258 -3.34 1,040 14.54 0.2904
2019-10-23 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,717 -125 -1.59 908 3.53 0.2765
2019-07-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,842 306 4.06 877 14.94 0.2642
2019-05-01 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,536 38 0.51 763 4.23 0.2379
2019-01-17 2018-12-31 13F JPMORGAN CHASE COM 46625H100 7,498 -17 -0.23 732 -13.68 0.2630
2018-10-04 2018-09-30 13F JPMORGAN CHASE COM 46625H100 7,515 302 4.19 848 12.77 0.2617
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,213 -147 -2.00 752 -7.05 0.2434
2018-04-13 2018-03-31 13F JPMORGAN CHASE COM 46625H100 7,360 -1,131 -13.32 809 -10.90 0.2679
2018-04-13 2017-12-31 13F/A-1 JPMORGAN CHASE CO COM 46625H100 8,491 -177 -2.04 908 9.66 0.2978
2018-01-30 2017-12-31 13F JPMORGAN CHASE CO COM 46625H100 8,491 -177 908 0.2970
2017-11-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 8,668 190 2.24 828 6.98 0.2879
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 8,478 -16 -0.19 774 3.75 0.2881
2017-05-02 2017-03-31 13F JPMORGAN CHASE COM 46625H100 8,494 -997 -10.50 746 -8.91 0.2965
2017-02-09 2016-12-31 13F JPMORGAN CHASE COM 46625H100 9,491 1,362 16.75 819 51.39 0.3646
2016-11-07 2016-09-30 13F JPMORGAN CHASE COM 46625H100 8,129 -591 -6.78 541 0.00 0.2504
2016-08-08 2016-06-30 13F JPMORGAN CHASE COM 46625H100 8,720 0 0.00 541 4.84 0.2620
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 8,720 178 2.08 516 -8.51 0.2575
2016-02-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 8,542 0 0.00 564 8.25 0.2788
2015-11-10 2015-09-30 13F JPMORGAN CHASE COM 46625H100 8,542 394 4.84 521 -5.62 0.2797
2015-08-06 2015-06-30 13F JPMORGAN CHASE COM 46625H100 8,148 2,660 48.47 552 66.27 0.2967
2015-04-28 2015-03-31 13F JPMORGAN CHASE COM 46625H100 5,488 -238 -4.16 332 -7.26 0.1912
2015-02-11 2014-12-31 13F JPM CHASE COM 46625H100 5,726 5,726 358 0.2103
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.