JPMorgan Chase & Co.
AT ˙ WBAG ˙ US46625H1005
270,70 € ↑3,70 (1,39%)
2026-06-05
DEL PRIS
SecurityAT:JPM / JPMorgan Chase & Co.
InstitutionConcord Wealth Partners
Latest Disclosed Ownership30,773 shares
Latest Disclosed Value $ 9,052,249
Concord Wealth Partners reports 2.47% increase in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Concord Wealth Partners filed a 13F-HR form disclosing ownership of 30,773 shares of JPMorgan Chase & Co. (AT:JPM) valued at $7,720,946 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 30,031 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.47% during the quarter. The current value of the position is $8,330,251 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 30,773 742 2.47 9,052 -6.45 1.1749
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 30,031 833 2.85 9,677 5.07 1.2571
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 29,198 55 0.19 9,210 9.01 1.2711
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 29,143 77 0.26 8,449 18.50 1.2318
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 29,066 -1,374 -4.51 7,130 -2.29 1.1708
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 30,440 -601 -1.94 7,297 11.47 1.1951
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 31,041 1,795 6.14 6,545 10.65 1.0920
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 29,246 1,519 5.48 5,915 6.52 1.0429
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 27,727 5,858 26.79 5,554 49.31 0.9993
2024-04-30 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 21,869 2,455 12.65 3,720 32.11 0.7448
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 21,869 2,455 3,720 0.7448
2024-04-30 2023-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 19,414 2,457 14.49 2,815 14.15 0.5982
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 19,414 2,457 2,815 0.5982
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 16,957 5,956 54.14 2,466 72.09 0.5311
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 11,001 2,696 32.46 1,433 28.75 0.4068
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,305 -5,531 -39.98 1,114 -23.03 0.3349
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 13,836 197 1.44 1,446 -5.86 0.4588
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 13,639 1,366 11.13 1,536 -8.19 0.4217
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 12,273 776 6.75 1,673 -8.08 0.4329
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,497 7,169 165.64 1,820 157.06 0.4453
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,328 -5,324 -55.16 708 -52.83 0.2899
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 9,652 902 10.31 1,501 12.69 0.4303
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 8,750 4,447 103.35 1,332 143.51 0.4487
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,303 4,303 547 0.4218
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.