JPMorgan Chase & Co.
AT ˙ WBAG ˙ US46625H1005
270,70 € ↑3,70 (1,39%)
2026-06-05
DEL PRIS
SecurityAT:JPM / JPMorgan Chase & Co.
InstitutionWhite Pine Investment CO
Latest Disclosed Ownership28,914 shares
Latest Disclosed Value $ 8,505
White Pine Investment CO reports 4.22% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - White Pine Investment CO filed a 13F-HR form disclosing ownership of 28,914 shares of JPMorgan Chase & Co. (AT:JPM) valued at $7,254,523 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 30,187 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.22% during the quarter. The current value of the position is $7,827,020 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)
2026-04-20 2026-03-31 13F JPMorgan Chase COM 46625H100 28,914 -1,273 -4.22 9 -11.11 1.9761
2026-01-28 2025-12-31 13F JPMorgan Chase COM 46625H100 30,187 -1,562 -4.92 10 -10.00 2.2920
2025-10-14 2025-09-30 13F JPMorgan Chase COM 46625H100 31,749 -770 -2.37 10 11.11 2.3760
2025-07-17 2025-06-30 13F JPMorgan Chase COM 46625H100 32,519 -1,612 -4.72 9 12.50 2.3533
2025-04-23 2025-03-31 13F JPMorgan Chase COM 46625H100 34,131 -2,185 -6.02 8 0.00 2.2540
2025-01-17 2024-12-31 13F JPMorgan Chase COM 46625H100 36,316 -1,367 -3.63 9 14.29 2.3513
2024-10-29 2024-09-30 13F JPMorgan Chase COM 46625H100 37,683 357 0.96 8 0.00 2.1802
2024-07-24 2024-06-30 13F JPMorgan Chase COM 46625H100 37,326 645 1.76 8 0.00 2.2185
2024-04-26 2024-03-31 13F JPMorgan Chase COM 46625H100 36,681 -1,045 -2.77 7 16.67 2.1697
2024-01-26 2023-12-31 13F JPMorgan Chase COM 46625H100 37,726 -1,477 -3.77 6 20.00 2.0710
2023-10-27 2023-09-30 13F JPMorgan Chase COM 46625H100 39,203 -166 -0.42 6 0.00 1.9983
2023-08-04 2023-06-30 13F JPMorgan Chase COM 46625H100 39,369 -157 -0.40 6 0.00 1.9750
2023-04-14 2023-03-31 13F JPMorgan Chase COM 46625H100 39,526 154 0.39 5 0.00 1.8500
2023-02-03 2022-12-31 13F JPMorgan Chase COM 46625H100 39,372 -223 -0.56 5 -99.88 2.0081
2022-10-28 2022-09-30 13F JPMorgan Chase COM 46625H100 39,595 -844 -2.09 4,138 -9.13 1.7139
2022-07-29 2022-06-30 13F JPMorgan Chase COM 46625H100 40,439 105 0.26 4,554 -17.17 1.7996
2022-05-06 2022-03-31 13F JPMorgan Chase COM 46625H100 40,334 45 0.11 5,498 -13.82 1.8673
2022-01-28 2021-12-31 13F JPMorgan Chase COM 46625H100 40,289 -1,040 -2.52 6,380 -5.69 2.1228
2021-11-05 2021-09-30 13F JPMorgan Chase COM 46625H100 41,329 -1,417 -3.31 6,765 1.74 2.3651
2021-08-06 2021-06-30 13F JPMorgan Chase COM 46625H100 42,746 356 0.84 6,649 3.04 2.2905
2021-05-03 2021-03-31 13F JPMorgan Chase COM 46625H100 42,390 -425 -0.99 6,453 18.60 2.3962
2021-01-22 2020-12-31 13F JPMorgan Chase COM 46625H100 42,815 1,706 4.15 5,441 37.47 2.2035
2020-11-02 2020-09-30 13F JPMorgan Chase COM 46625H100 41,109 -555 -1.33 3,958 1.00 1.8215
2020-08-13 2020-06-30 13F JPMorgan Chase COM 46625H100 41,664 -1,368 -3.18 3,919 1.16 1.9347
2020-04-23 2020-03-31 13F JPMorgan Chase COM 46625H100 43,032 375 0.88 3,874 -34.85 2.2200
2020-01-27 2019-12-31 13F JPMorgan Chase COM 46625H100 42,657 -511 -1.18 5,946 17.05 2.4368
2019-11-12 2019-09-30 13F JPMorgan Chase COM 46625H100 43,168 -155 -0.36 5,080 4.87 2.3068
2019-08-01 2019-06-30 13F JPMorgan Chase COM 46625H100 43,323 168 0.39 4,844 10.87 2.2877
2019-04-23 2019-03-31 13F JPMorgan Chase COM 46625H100 43,155 495 1.16 4,369 4.92 2.1865
2019-02-06 2018-12-31 13F JPMorgan Chase COM 46625H100 42,660 520 1.23 4,164 -12.43 2.2271
2018-10-18 2018-09-30 13F JPMorgan Chase COM 46625H100 42,140 -400 -0.94 4,755 7.26 2.2775
2018-08-06 2018-06-30 13F JPMorgan Chase COM 46625H100 42,540 -800 -1.85 4,433 -6.99 2.2976
2018-05-07 2018-03-31 13F J P Morgan Chase COM 46625H100 43,340 -520 -1.19 4,766 1.62 2.3286
2018-01-24 2017-12-31 13F J P Morgan Chase COM 46625H100 43,860 -290 -0.66 4,690 11.22 2.3152
2017-10-31 2017-09-30 13F J P Morgan Chase COM 46625H100 44,150 240 0.55 4,217 5.08 2.2422
2017-07-18 2017-06-30 13F J P Morgan Chase COM 46625H100 43,910 749 1.74 4,013 5.86 2.1386
2017-05-08 2017-03-31 13F J P Morgan Chase COM 46625H100 43,161 -532 -1.22 3,791 0.56 2.0435
2017-02-06 2016-12-31 13F J P Morgan Chase COM 46625H100 43,693 -280 -0.64 3,770 28.76 2.0414
2016-11-04 2016-09-30 13F J P Morgan Chase COM 46625H100 43,973 1,600 3.78 2,928 11.20 1.7174
2016-08-05 2016-06-30 13F J P Morgan Chase COM 46625H100 42,373 589 1.41 2,633 6.43 1.5784
2016-05-09 2016-03-31 13F J P Morgan Chase COM 46625H100 41,784 940 2.30 2,474 -8.27 1.5058
2016-02-09 2015-12-31 13F J P Morgan Chase COM 46625H100 40,844 12,260 42.89 2,697 54.73 1.6616
2015-11-06 2015-09-30 13F J P Morgan Chase COM 46625H100 28,584 1,365 5.01 1,743 -5.48 1.1180
2015-08-03 2015-06-30 13F J P Morgan Chase COM 46625H100 27,219 0 0.00 1,844 11.83 1.0740
2015-05-04 2015-03-31 13F J P Morgan Chase COM 46625H100 27,219 27,219 0.00 1,649 0.9423
2015-02-04 2014-12-31 13F J P Morgan Chase COM 46625H100 0 -27,497 -100.00 0 -100.00
2014-11-06 2014-09-30 13F J P Morgan Chase COM 46625H100 27,497 -1,000 -3.51 1,656 0.85 0.9999
2014-08-06 2014-06-30 13F J P Morgan Chase COM 46625H100 28,497 -650 -2.23 1,642 -7.23 0.9910
2014-05-02 2014-03-31 13F J P Morgan Chase COM 46625H100 29,147 0 0.00 1,770 3.81 1.1348
2014-01-27 2013-12-31 13F J P Morgan Chase COM 46625H100 29,147 0 0.00 1,705 13.21 1.1654
2013-10-24 2013-09-30 13F J P Morgan Chase COM 46625H100 29,147 -128 -0.44 1,506 -2.52 1.1435
2013-07-18 2013-06-30 13F J P Morgan Chase COM 46625H100 29,275 29,275 1,545 1.2285
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.