JPMorgan Chase & Co.
AT ˙ WBAG ˙ US46625H1005
270,70 € ↑3,70 (1,39%)
2026-06-05
DEL PRIS
SecurityAT:JPM / JPMorgan Chase & Co.
InstitutionCedar Mountain Advisors, LLC
Latest Disclosed Ownership448 shares
Latest Disclosed Value $ 131,804
Cedar Mountain Advisors, LLC reports 39.13% increase in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Cedar Mountain Advisors, LLC filed a 13F-HR form disclosing ownership of 448 shares of JPMorgan Chase & Co. (AT:JPM) valued at $112,403 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 322 shares of JPMorgan Chase & Co.. This represents a change in shares of 39.13% during the quarter. The current value of the position is $121,274 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 448 126 39.13 132 27.18 0.0258
2026-02-11 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 322 1 0.31 104 1.98 0.0200
2025-10-24 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 321 103 47.25 101 60.32 0.0197
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 218 0 0.00 63 18.87 0.0131
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 218 1 0.46 53 1.92 0.0120
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 217 -34 -13.55 52 0.00 0.0114
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 251 -17 -6.34 53 -3.70 0.0119
2024-07-11 2024-06-30 13F JPMORGAN CHASE COM 46625H100 268 -45 -14.38 54 -12.90 0.0134
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 313 -34 -9.80 63 5.08 0.0158
2024-01-16 2023-12-31 13F JPMORGAN CHASE COM 46625H100 347 1 0.29 59 18.00 0.0160
2023-10-23 2023-09-30 13F JPMORGAN CHASE COM 46625H100 346 -63 -15.40 50 -15.25 0.0148
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 409 18 4.60 59 18.00 0.0170
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 391 1 0.26 51 -3.85 0.0153
2023-02-13 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 390 0 0.00 52 26.83 0.0164
2023-01-11 2022-12-31 13F JPMORGAN CHASE COM 46625H100 390 0 0 0.0163
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 390 1 0.26 41 -6.82 0.0136
2022-07-14 2022-06-30 13F JPMORGAN CHASE COM 46625H100 389 0 0.00 44 -16.98 0.0151
2022-04-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 389 1 0.26 53 -13.11 0.0157
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 388 0 0.00 61 -4.69 0.0187
2021-10-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 388 63 19.38 64 25.49 0.0213
2021-07-15 2021-06-30 13F JPMORGAN CHASE COM 46625H100 325 1 0.31 51 4.08 0.0169
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 324 -20 -5.81 49 11.36 0.0166
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 344 0 0.00 44 33.33 0.0157
2020-10-21 2020-09-30 13F JPMORGAN CHASE COM 46625H100 344 9 2.69 33 3.13 0.0134
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 335 55 19.64 32 28.00 0.0139
2020-04-27 2020-03-31 13F JPMORGAN CHASE COM 46625H100 280 -185 -39.78 25 -61.54 0.0125
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 465 465 65 0.0262
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.