JPMorgan Chase & Co.
AT ˙ WBAG ˙ US46625H1005
270,70 € ↑3,70 (1,39%)
2026-06-05
DEL PRIS
SecurityAT:JPM / JPMorgan Chase & Co.
InstitutionConsolidated Planning Corp
Latest Disclosed Ownership4,737 shares
Latest Disclosed Value $ 1,393,296
Consolidated Planning Corp reports 91.33% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Consolidated Planning Corp filed a 13F-HR form disclosing ownership of 4,737 shares of JPMorgan Chase & Co. (AT:JPM) valued at $1,188,513 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 54,662 shares of JPMorgan Chase & Co.. This represents a change in shares of -91.33% during the quarter. The current value of the position is $1,282,306 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,737 -49,925 -91.33 1,393 -92.09 0.2259
2026-01-28 2025-12-31 13F JPMORGAN CHASE COM 46625H100 54,662 -4,780 -8.04 17,613 -6.06 1.7783
2025-10-27 2025-09-30 13F JPMORGAN CHASE COM 46625H100 59,442 834 1.42 18,750 10.35 1.9785
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 58,608 -792 -1.33 16,991 16.61 2.1323
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 59,400 792 1.35 14,571 3.72 2.0057
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 58,608 996 1.73 14,049 15.64 1.9119
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 57,612 2,095 3.77 12,148 8.19 1.8067
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 55,517 2,269 4.26 11,229 5.28 1.8524
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 53,248 2,202 4.31 10,666 22.83 1.8238
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 51,046 2,051 4.19 8,683 22.21 1.6170
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 48,995 9,827 25.09 7,105 24.80 1.5740
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 39,168 3,656 10.30 5,694 23.04 1.1987
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 35,512 2,493 7.55 4,628 4.52 1.1989
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 33,019 1,663 5.30 4,428 35.09 1.2252
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 31,356 -117 -0.37 3,277 -7.53 1.0225
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 31,473 27,287 651.86 3,544 520.67 1.1080
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,186 59 1.43 571 -12.69 0.3959
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,127 0 0.00 654 -3.25 0.4217
2021-11-17 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,127 -24 -0.58 676 4.81 0.4393
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,151 17 0.41 645 2.54 0.4776
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,134 -193 -4.46 629 14.57 0.4018
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,327 1,238 40.08 549 84.85 0.3577
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,089 278 9.89 297 12.50 0.2212
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,811 -79 -2.73 264 1.54 0.2589
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,890 141 5.13 260 -32.11 0.3262
2020-04-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,749 2,749 383 0.3787
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.