JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionAbacus Wealth Partners, LLC
Latest Disclosed Ownership7,900 shares
Latest Disclosed Value $ 2,323,864
Abacus Wealth Partners, LLC reports 2.35% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - Abacus Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 7,900 shares of JPMorgan Chase & Co. (CH:JPM) valued at $2,323,864 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,090 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.35% during the quarter.

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)
2026-04-24 2026-03-31 13F JPMorgan Chase Common Stock 46625H100 7,900 -190 -2.35 2,324 -10.86 0.2122
2026-02-05 2025-12-31 13F JPMorgan Chase Common Stock 46625H100 8,090 5,064 167.35 2,607 173.17 0.2557
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,026 36 1.20 954 10.16 0.1373
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,990 180 6.41 867 25.69 0.1323
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,810 12 0.43 689 2.84 0.1037
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,798 -80 -2.78 671 10.56 0.1002
2024-10-03 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,878 309 12.03 607 16.76 0.0910
2024-07-11 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,569 -314 -10.89 520 -10.05 0.0861
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,883 -531 -15.55 577 -0.52 0.0969
2024-02-13 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,414 461 15.61 581 35.51 0.0980
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,414 461 581 0.0980
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,953 1,128 61.81 428 61.51 0.1326
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,825 174 10.54 265 17.78 0.0800
2023-05-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,651 -1 -0.06 226 1.81 0.0747
2023-06-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,652 -281 -14.54 222 9.95 0.0788
2023-05-31 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,933 149 8.35 202 0.50 0.1070
2023-05-31 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,784 196 12.34 201 -7.41 0.1043
2023-05-31 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,588 -811 -33.81 216 -43.01 0.0962
2023-05-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,399 -50 -2.04 380 -5.25 0.1343
2023-05-31 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,449 -841 -25.56 401 -21.72 0.1476
2023-05-31 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,290 0 0.00 512 2.20 0.2004
2023-05-31 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,290 326 11.00 501 32.98 0.3563
2023-05-31 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,964 2,964 377 0.3285
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.