JPMorgan Chase & Co.
AT ˙ WBAG ˙ US46625H1005
270,70 € ↑3,70 (1,39%)
2026-06-05
DEL PRIS
SecurityAT:JPM / JPMorgan Chase & Co.
InstitutionOutfitter Financial LLC
Latest Disclosed Ownership15,522 shares
Latest Disclosed Value $ 4,565,952
Outfitter Financial LLC reports 0.58% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Outfitter Financial LLC filed a 13F-HR form disclosing ownership of 15,522 shares of JPMorgan Chase & Co. (AT:JPM) valued at $3,894,470 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 15,612 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.58% during the quarter. The current value of the position is $4,201,805 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 15,522 -90 -0.58 4,566 -9.24 3.5343
2026-01-28 2025-12-31 13F JPMORGAN CHASE COM 46625H100 15,612 -600 -3.70 5,030 -1.62 3.9574
2025-10-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 16,212 -500 -2.99 5,114 5.55 4.1355
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 16,712 -425 -2.48 4,845 15.25 4.1292
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 17,137 -960 -5.30 4,204 -3.11 3.7838
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 18,097 -590 -3.16 4,338 10.10 3.4730
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 18,687 -1,301 -6.51 3,940 -2.52 3.2514
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 19,988 -405 -1.99 4,043 -1.03 3.3662
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,393 -1,505 -6.87 4,085 9.67 3.3539
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 21,898 -55 -0.25 3,725 17.00 3.2560
2023-10-20 2023-09-30 13F JPMORGAN CHASE COM 46625H100 21,953 -20 -0.09 3,184 -0.38 2.9977
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 21,973 -115 -0.52 3,196 11.01 2.8603
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 22,088 -55 -0.25 2,878 -3.07 2.5911
2023-04-28 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 22,143 -35 -0.16 2,969 28.08 2.6940
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 22,143 -35 3 0.0027
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 22,178 950 4.48 2,318 -3.01 2.2694
2022-07-26 2022-06-30 13F JPMORGAN CHASE COM 46625H100 21,228 295 1.41 2,390 -16.26 2.1720
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 20,933 595 2.93 2,854 -11.39 2.1837
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 20,338 20 0.10 3,221 -3.16 2.3634
2021-10-26 2021-09-30 13F JPMORGAN CHASE COM 46625H100 20,318 -152 -0.74 3,326 4.46 2.6166
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 20,470 15 0.07 3,184 2.25 2.4414
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 20,455 1,745 9.33 3,114 31.01 2.5653
2021-02-18 2020-12-31 13F JPMORGAN CHASE COM 46625H100 18,710 18,710 2,377 2.2942
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.