JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionAldebaran Financial Inc.
Latest Disclosed Ownership11,984 shares
Latest Disclosed Value $ 3,525,233
Aldebaran Financial Inc. reports 1.30% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Aldebaran Financial Inc. filed a 13F-HR form disclosing ownership of 11,984 shares of JPMorgan Chase & Co. (US:JPM) valued at $3,525,213 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 11,830 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.30% during the quarter. The current value of the position is $3,605,386 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 11,984 154 1.30 3,525 -7.87 3.3482
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 11,830 202 1.74 3,826 4.34 3.5411
2025-11-19 2025-09-30 13F JPMORGAN CHASE COM 46625H100 11,628 131 1.14 3,668 10.02 3.6693
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,497 320 2.86 3,333 21.60 3.6888
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 11,177 70 0.63 2,742 3.12 3.3506
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 11,107 86 0.78 2,658 14.42 3.1067
2024-11-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,021 343 3.21 2,324 7.60 2.7394
2024-08-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,678 603 5.99 2,160 7.04 2.8302
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,075 -160 -1.56 2,018 15.92 2.8530
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,235 -286 -2.72 1,741 14.10 2.5670
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 10,521 -396 -3.63 1,526 -3.91 2.3806
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,917 -1,591 -12.72 1,588 -2.58 2.1563
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 12,508 -4,800 -27.73 1,630 -29.78 2.1022
2023-03-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 17,308 -15 -0.09 2,321 27.05 2.4938
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 17,323 -302 -1.71 1,826 -7.36 2.0055
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 17,625 -2,953 -14.35 1,971 -29.73 2.0843
2022-04-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 20,578 1,324 6.88 2,805 -8.00 2.1795
2022-02-16 2021-12-31 13F JPMORGAN CHASE COM 46625H100 19,254 559 2.99 3,049 -0.36 2.2513
2021-10-21 2021-09-30 13F JPMORGAN CHASE COM 46625H100 18,695 663 3.68 3,060 8.51 2.4725
2021-07-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 18,032 274 1.54 2,820 4.33 2.3172
2021-05-03 2021-03-31 13F JPMORGAN CHASE COM 46625H100 17,758 -316 -1.75 2,703 17.68 2.3853
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 18,074 510 2.90 2,297 35.84 2.1374
2020-10-19 2020-09-30 13F JPMORGAN CHASE COM 46625H100 17,564 9,092 107.32 1,691 112.17 1.7576
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,472 -1,480 -14.87 797 -11.05 0.9363
2020-04-24 2020-03-31 13F JPMORGAN CHASE COM 46625H100 9,952 724 7.85 896 -30.33 0.8747
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 9,228 -1,116 -10.79 1,286 7.44 0.9765
2019-10-21 2019-09-30 13F JPMORGAN CHASE COM 46625H100 10,344 594 6.09 1,197 9.82 0.7990
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 9,750 4,049 71.02 1,090 88.91 0.7530
2019-04-23 2019-03-31 13F JPMORGAN CHASE COM 46625H100 5,701 -95 -1.64 577 1.94 0.4057
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,796 -396 -6.40 566 -19.03 0.4307
2018-11-08 2018-09-30 13F JPMORGAN CHASE COM 46625H100 6,192 33 0.54 699 8.88 0.4536
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,159 153 2.55 642 -2.73 0.4407
2018-05-12 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 6,006 3 0.05 660 2.80 0.4426
2018-04-24 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,006 3 660
2018-03-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 6,003 322 5.67 642 18.23 0.4266
2017-11-17 2017-09-30 13F JPMORGAN CHASE COM 46625H100 5,681 103 1.85 543 6.47 0.3746
2017-08-28 2017-06-30 13F JPMORGAN CHASE COM 46625H100 5,578 -421 -7.02 510 -3.23 0.3719
2017-06-16 2017-03-31 13F JPMORGAN CHASE COM 46625H100 5,999 3 0.05 527 1.93 0.4010
2017-03-23 2016-12-31 13F JPMORGAN CHASE COM 46625H100 5,996 -2,996 -33.32 517 -13.69 0.4093
2016-12-16 2016-09-30 13F JPMORGAN CHASE COM 46625H100 8,992 4 0.04 599 7.73 0.4749
2016-08-25 2016-06-30 13F JPMORGAN CHASE COM 46625H100 8,988 4 0.04 556 4.51 0.4468
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 8,984 3,004 50.23 532 38.18 0.4641
2016-02-17 2015-12-31 13F JPMORGAN CHASE COM 46625H100 5,980 904 17.81 385 23.00 0.3565
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 5,076 -797 -13.57 313 -21.55 0.2957
2015-08-17 2015-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,873 4 0.07 399 12.08 0.3366
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 5,873 399
2015-06-02 2015-03-31 13F JPMORGAN CHASE COM 46625H100 5,869 -3,496 -37.33 356 -39.25 0.3054
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 9,365 -1,797 -16.10 586 -12.80 0.5149
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 11,162 1,804 19.28 672 24.68 0.6009
2014-08-15 2014-06-30 13F JPMORGAN CHASE COM 46625H100 9,358 -1,360 -12.69 539 -17.20 0.4243
2014-05-16 2014-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 10,718 -922 -7.92 651 -4.41 0.5687
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 11,000 651
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 11,640 11,640 681 0.6475
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.