JPMorgan Chase & Co.
AT ˙ WBAG ˙ US46625H1005
270,70 € ↑3,70 (1,39%)
2026-06-05
DEL PRIS
SecurityAT:JPM / JPMorgan Chase & Co.
InstitutionO'Brien Greene & Co. Inc
Latest Disclosed Ownership8,641 shares
Latest Disclosed Value $ 2,541,837
O'Brien Greene & Co. Inc reports 0.43% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - O'Brien Greene & Co. Inc filed a 13F-HR form disclosing ownership of 8,641 shares of JPMorgan Chase & Co. (AT:JPM) valued at $2,168,027 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,678 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.43% during the quarter. The current value of the position is $2,339,119 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)
2026-05-06 2026-03-31 13F J P Morgan Chase & Co Com COM 46625H100 8,641 -37 -0.43 2,542 -9.12 0.4056
2026-02-05 2025-12-31 13F J P Morgan Chase & Co Com COM 46625H100 8,678 785 9.95 2,796 12.33 0.8301
2025-11-10 2025-09-30 13F J P Morgan Chase & Co Com COM 46625H100 7,893 -121 -1.51 2,490 7.15 0.7657
2025-08-06 2025-06-30 13F J P Morgan Chase & Co Com COM 46625H100 8,014 0 0.00 2,323 18.22 0.7599
2025-05-12 2025-03-31 13F J P Morgan Chase & Co Com COM 46625H100 8,014 -17 -0.21 1,966 2.08 0.6595
2025-02-03 2024-12-31 13F J P Morgan Chase & Co Com COM 46625H100 8,031 138 1.75 1,925 15.69 0.6250
2024-11-15 2024-09-30 13F J P Morgan Chase & Co Com COM 46625H100 7,893 -121 -1.51 1,664 2.72 0.5183
2024-08-12 2024-06-30 13F J P Morgan Chase & Co Com COM 46625H100 8,014 936 13.22 1,621 14.33 0.5133
2024-05-02 2024-03-31 13F J P Morgan Chase & Co Com COM 46625H100 7,078 0 0.00 1,418 17.79 0.4661
2024-02-02 2023-12-31 13F J P Morgan Chase & Co Com COM 46625H100 7,078 0 0.00 1,204 17.25 0.4234
2023-11-08 2023-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 7,078 -125 -1.74 1,026 102,500.00 0.3755
2023-08-15 2023-06-30 13F/A-1 J P MORGAN CHASE & CO COM COM 46625H100 7,203 0 0.00 1 0.3639
2023-07-20 2023-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 19,944 12,741 3 0.3383
2023-05-03 2023-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 7,203 -200 -2.70 1 0.3514
2023-02-02 2022-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 7,403 -17,578 -70.37 1 -100.00 0.3762
2022-11-09 2022-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 24,981 17,110 217.38 2,610 194.25 0.3458
2022-08-11 2022-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 7,871 -11 -0.14 887 -17.49 0.3350
2022-05-18 2022-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 7,882 -9 -0.11 1,075 -14.00 0.3549
2022-02-08 2021-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 7,891 -618 -7.26 1,250 -10.27 0.4106
2021-11-12 2021-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 8,509 0 0.00 1,393 5.21 0.5081
2021-08-09 2021-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 8,509 0 0.00 1,324 2.16 0.4726
2021-05-12 2021-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 8,509 -1,000 -10.52 1,296 7.20 0.5135
2021-02-04 2020-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 9,509 3,379 55.12 1,209 104.92 0.4974
2020-11-09 2020-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 6,130 0 0.00 590 2.25 0.2805
2020-08-10 2020-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 6,130 0 0.00 577 4.53 0.3054
2020-05-07 2020-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 6,130 0 0.00 552 -35.36 0.3674
2020-02-05 2019-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 6,130 -555 -8.30 854 8.51 0.4337
2019-11-07 2019-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 6,685 0 0.00 787 5.35 0.4223
2019-08-21 2019-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 6,685 0 0.00 747 10.34 0.3916
2019-04-29 2019-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 6,685 740 12.45 677 16.52 0.3417
2019-02-27 2018-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 5,945 5,945 581 0.3462
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.