JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionYoungs Advisory Group, Inc.
Latest Disclosed Ownership2,952 shares
Latest Disclosed Value $ 868,411
Youngs Advisory Group, Inc. reports 2.89% decrease in ownership of CMC / JPMorgan Chase & Co.

On April 22, 2026 - Youngs Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 2,952 shares of JPMorgan Chase & Co. (DE:CMC) valued at $751,136 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 3,040 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.89% during the quarter. The current value of the position is $760,288 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 2,952 -88 -2.89 868 -11.34 0.3086
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,040 -4 -0.13 980 1.98 0.3486
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,044 7 0.23 960 8.97 0.3417
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,037 0 0.00 881 18.26 0.3348
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,037 0 0.00 745 2.34 0.3103
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,037 89 3.02 728 17.23 0.3086
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,948 15 0.51 622 4.72 0.2577
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,933 1 0.03 593 1.02 0.2603
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,932 -177 -5.69 587 11.17 0.2623
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,109 -286 -8.42 529 7.32 0.2650
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,395 0 0.00 492 -0.20 0.2677
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,395 57 1.71 494 13.33 0.2689
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,338 2 0.06 435 -2.68 0.2437
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,336 -116 -3.36 447 23.82 0.2642
2022-10-18 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,452 9 0.26 361 -6.96 0.2322
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,443 -322 -8.55 388 -24.37 0.2382
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,765 179 4.99 513 -9.68 0.2959
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,586 1 0.03 568 -3.24 0.3583
2021-10-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,585 1 0.03 587 5.39 0.4427
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,584 22 0.62 557 2.77 0.5938
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,562 3 0.08 542 19.91 0.6772
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 3,559 289 8.84 452 43.49 0.6107
2020-10-22 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,270 215 7.04 315 9.76 0.5823
2020-07-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,055 0 0.00 287 4.36 0.5824
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,055 16 0.53 275 -35.14 0.3130
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,039 -201 -6.20 424 11.29 0.3432
2019-10-28 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,240 350 12.11 381 17.96 0.3255
2019-07-16 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,890 0 0.00 323 10.24 0.2717
2019-04-30 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,890 94 3.36 293 7.33 0.2541
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,796 -1,447 -34.10 273 -43.01 0.2398
2018-11-01 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,243 460 12.16 479 21.57 0.3345
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,783 0 0.00 394 -5.29 0.2751
2018-04-24 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,783 -2,268 -37.48 416 -35.70 0.2991
2018-01-24 2017-12-31 13F JPMORGAN CHASE COM 46625H100 6,051 460 8.23 647 21.16 0.4912
2017-10-24 2017-09-30 13F JPMORGAN CHASE COM 46625H100 5,591 -1,500 -21.15 534 -17.59 0.4163
2017-07-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 7,091 0 0.00 648 4.01 0.5095
2017-04-24 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,091 -258 -3.51 623 -1.74 0.4914
2017-01-27 2016-12-31 13F JPMORGAN CHASE COM 46625H100 7,349 -4,900 -40.00 634 -22.30 0.4961
2016-10-21 2016-09-30 13F JPMORGAN CHASE COM 46625H100 12,249 -4,707 -27.76 816 -22.58 0.6836
2016-07-19 2016-06-30 13F JPMORGAN CHASE COM 46625H100 16,956 12,502 280.69 1,054 299.24 0.8820
2016-04-19 2016-03-31 13F JPMORGAN CHASE COM 46625H100 4,454 575 14.82 264 3.13 0.2244
2016-01-27 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,879 3,879 256 0.2442
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.