JPMorgan Chase & Co.
AT ˙ WBAG ˙ US46625H1005
270,70 € ↑3,70 (1,39%)
2026-06-05
DEL PRIS
SecurityAT:JPM / JPMorgan Chase & Co.
InstitutionClark Estates Inc/ny
Latest Disclosed Ownership750 shares
Latest Disclosed Value $ 220,620
Clark Estates Inc/ny ownership in JPM / JPMorgan Chase & Co.

On May 11, 2026 - Clark Estates Inc/ny filed a 13F-HR form disclosing ownership of 750 shares of JPMorgan Chase & Co. (AT:JPM) valued at $188,175 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 750 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $203,025 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 750 0 0.00 221 -8.71 0.0530
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 750 0 0.00 242 2.12 0.0586
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 750 0 0.00 237 8.76 0.0541
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 750 750 217 0.0488
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 0 -56,000 -100.00 0 -100.00
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 56,000 -34,500 -38.12 5,042 -60.03 1.0262
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 90,500 0 0.00 12,616 18.45 1.9294
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 90,500 -15,000 -14.22 10,651 -9.70 1.7555
2019-08-01 2019-06-30 13F JPMORGAN CHASE COM 46625H100 105,500 0 0.00 11,795 10.44 1.8859
2019-05-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 105,500 12,000 12.83 10,680 17.02 1.6540
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 93,500 10,000 11.98 9,127 -3.13 1.4625
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 83,500 0 0.00 9,422 8.29 1.4137
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 83,500 13,000 18.44 8,701 12.23 1.2998
2018-07-19 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 70,500 -24 -0.03 7,753 2.80 1.2390
2018-04-18 2018-03-31 13F JPMORGAN CHASE COM 46625H100 70,500 -24 7,753
2018-01-19 2017-12-31 13F JPMORGAN CHASE COM 46625H100 70,524 24 0.03 7,542 12.02 1.2456
2017-10-16 2017-09-30 13F JPMORGAN CHASE COM 46625H100 70,500 -4,250 -5.69 6,733 -1.45 1.1175
2017-08-02 2017-06-30 13F JPMORGAN CHASE COM 46625H100 74,750 -5,000 -6.27 6,832 -2.47 1.1740
2017-04-21 2017-03-31 13F JPMORGAN CHASE COM 46625H100 79,750 -725 -0.90 7,005 0.88 1.0780
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 80,475 -45,075 -35.90 6,944 -16.94 1.1692
2016-10-26 2016-09-30 13F JPMORGAN CHASE COM 46625H100 125,550 0 0.00 8,360 7.15 1.6152
2016-08-01 2016-06-30 13F JPMORGAN CHASE COM 46625H100 125,550 -12,000 -8.72 7,802 -4.22 1.5467
2016-05-10 2016-03-31 13F JPMORGAN CHASE COM 46625H100 137,550 0 0.00 8,146 -10.31 1.5580
2016-02-04 2015-12-31 13F JPMORGAN CHASE COM 46625H100 137,550 0 0.00 9,082 8.30 1.6392
2015-11-06 2015-09-30 13F JPMORGAN CHASE COM 46625H100 137,550 0 0.00 8,386 -10.02 1.4412
2015-08-06 2015-06-30 13F JPMORGAN CHASE COM 46625H100 137,550 0 0.00 9,320 11.84 1.5050
2015-05-07 2015-03-31 13F JPMORGAN CHASE COM 46625H100 137,550 12,000 9.56 8,333 6.06 1.3470
2015-02-11 2014-12-31 13F JPMORGAN CHASE COM 46625H100 125,550 31,750 33.85 7,857 39.04 1.1764
2014-11-06 2014-09-30 13F JPMORGAN CHASE COM 46625H100 93,800 -359,933 -79.33 5,651 -78.39 0.9014
2014-08-06 2014-06-30 13F JPMORGAN CHASE COM 46625H100 453,733 8,000 1.79 26,144 -3.39 3.7302
2014-04-30 2014-03-31 13F JPMORGAN CHASE COM 46625H100 445,733 -66,000 -12.90 27,060 -9.58 4.0614
2014-01-29 2013-12-31 13F JPMORGAN CHASE & COM 46625H100 511,733 7,000 1.39 29,926 14.70 4.2469
2013-11-06 2013-09-30 13F JPMORGAN CHASE & COM 46625H100 504,733 7,500 1.51 26,090 -0.61 3.9552
2013-08-08 2013-06-30 13F/A-1 JPMORGAN CHASE & COM 46625H100 497,233 497,233 26,249 4.5265
2013-08-07 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 497,233 26,248,930
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.