JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership413,660 shares
Latest Disclosed Value $ 121,682,262
Pinnacle Associates Ltd reports 2.27% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 413,660 shares of JPMorgan Chase & Co. (US:JPM) valued at $121,682,226 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 423,257 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.27% during the quarter. The current value of the position is $124,449,611 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 413,660 -9,597 -2.27 121,682 -10.78 1.5598
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 423,257 -6,443 -1.50 136,382 0.62 1.7499
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 429,700 -7,980 -1.82 135,540 6.82 1.7986
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 437,680 -5,344 -1.21 126,888 16.76 1.8371
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 443,024 -3,553 -0.80 108,674 1.52 1.5924
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 446,577 -31,792 -6.65 107,049 31.56 1.4524
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 478,369 21,355 4.67 81,371 -11.97 1.3836
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 457,014 -14,784 -3.13 92,436 -2.19 1.4473
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 471,798 -6,571 -1.37 94,501 16.14 1.4894
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 478,369 -290 -0.06 81,371 17.22 1.3691
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 478,659 -3,316 -0.69 69,415 -0.97 1.2903
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 481,975 60,976 14.48 70,098 27.78 1.2163
2023-05-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 420,999 -1,206 -0.29 54,860 -3.10 1.1220
2023-02-01 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 422,205 6,762 1.63 56,618 30.41 1.2337
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 419,367 3,924 57,344 0.0012
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 415,443 5,481 1.34 43,414 -5.96 0.9965
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 409,962 1,049 0.26 46,166 -17.18 1.0067
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 408,913 5,566 1.38 55,743 -12.72 0.9867
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 403,347 -3,765 -0.92 63,870 -4.16 1.1017
2021-10-19 2021-09-30 13F JPMORGAN CHASE COM 46625H100 407,112 3,152 0.78 66,640 6.06 1.2285
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 403,960 -201 -0.05 62,832 2.12 1.1361
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 404,161 -12,434 -2.98 61,525 16.22 1.1733
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 416,595 -8,088 -1.90 52,937 29.48 1.0749
2020-10-23 2020-09-30 13F JPMORGAN CHASE COM 46625H100 424,683 -2,917 -0.68 40,884 1.65 0.9710
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 427,600 -1,893 -0.44 40,220 4.02 0.9918
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 429,493 -9,055 -2.06 38,667 -36.75 1.1746
2020-02-03 2019-12-31 13F JPMORGAN CHASE COM 46625H100 438,548 -11,450 -2.54 61,134 15.43 1.3387
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 449,998 707 0.16 52,960 5.43 1.2475
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 449,291 5,076 1.14 50,231 11.70 1.1762
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 444,215 -436 -0.10 44,968 3.60 1.0159
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 444,651 -12,965 -2.83 43,407 -15.94 1.1206
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 457,616 773 0.17 51,637 8.47 1.0714
2018-08-08 2018-06-30 13F JPMORGAN CHASE COM 46625H100 456,843 -22,373 -4.67 47,603 -9.67 0.9794
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 479,216 -38,403 -7.42 52,699 -4.80 1.0327
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 517,619 7,448 1.46 55,354 13.60 1.0635
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 510,171 -4,048 -0.79 48,726 3.67 0.8983
2017-08-09 2017-06-30 13F JPMORGAN CHASE COM 46625H100 514,219 -2,834 -0.55 47,000 3.48 0.9033
2017-05-09 2017-03-31 13F JPMORGAN CHASE COM 46625H100 517,053 -8,521 -1.62 45,418 0.15 0.8674
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 525,574 -643 -0.12 45,352 29.43 0.9151
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 526,217 10,438 2.02 35,041 9.33 0.7029
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 515,779 6,828 1.34 32,051 6.34 0.6907
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 508,951 28,102 5.84 30,140 -5.07 0.6447
2016-02-11 2015-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 480,849 1,897 0.40 31,750 8.73 0.6661
2016-02-09 2015-12-31 13F JPMORGAN CHASE COM 46625H100 480,849 1,897 31,750 0.6785
2015-11-10 2015-09-30 13F JPMORGAN CHASE COM 46625H100 478,952 12,009 2.57 29,202 -7.71 0.6461
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 466,943 26,029 5.90 31,640 18.45 0.5874
2015-05-15 2015-03-31 13F JPMorgan Chase COM 46625H100 440,914 10,906 2.54 26,711 -0.74 0.4984
2015-02-12 2014-12-31 13F JPMorgan Chase COM 46625H100 430,008 1,212 0.28 26,910 4.18 0.5277
2014-11-12 2014-09-30 13F JPMorgan Chase COM 46625H100 428,796 4,996 1.18 25,831 5.78 0.5260
2014-08-14 2014-06-30 13F JPMorgan Chase COM 46625H100 423,800 -1,777 -0.42 24,419 -5.49 0.4767
2014-05-14 2014-03-31 13F JPMorgan Chase COM 46625H100 425,577 -1,004 -0.24 25,837 3.57 0.5038
2014-02-12 2013-12-31 13F JPMorgan Chase COM 46625H100 426,581 -2,700 -0.63 24,946 12.42 0.4871
2013-11-14 2013-09-30 13F JPMorgan Chase COM 46625H100 429,281 38,595 9.88 22,190 7.59 0.4591
2013-08-13 2013-06-30 13F JPMorgan Chase COM 46625H100 390,686 390,686 20,624 0.4635
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.