JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionCadinha & Co Llc
Latest Disclosed Ownership32,576 shares
Latest Disclosed Value $ 9,582,652
Cadinha & Co Llc reports 36.89% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Cadinha & Co Llc filed a 13F-HR form disclosing ownership of 32,576 shares of JPMorgan Chase & Co. (CH:JPM) valued at $9,582,652 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 51,614 shares of JPMorgan Chase & Co.. This represents a change in shares of -36.89% 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)
2026-05-11 2026-03-31 13F JPMorgan Chase COM 46625H100 32,576 -19,038 -36.89 9,583 -42.38 1.7852
2026-01-28 2025-12-31 13F JPMorgan Chase COM 46625H100 51,614 -48,904 -48.65 16,631 -47.55 2.5657
2025-10-17 2025-09-30 13F JPMorgan Chase COM 46625H100 100,518 1,393 1.41 31,706 10.33 4.3094
2025-07-31 2025-06-30 13F JPMorgan Chase COM 46625H100 99,125 39,443 66.09 28,737 96.29 4.7673
2025-04-04 2025-03-31 13F JPMorgan Chase COM 46625H100 59,682 -64,491 -51.94 14,640 -50.81 3.1454
2025-01-16 2024-12-31 13F JPMorgan Chase COM 46625H100 124,173 124,173 29,766 4.9379
2024-10-09 2024-09-30 13F JPMorgan Chase COM 46625H100 0 -1,015 -100.00 0 -100.00
2024-07-31 2024-06-30 13F JPMorgan Chase COM 46625H100 1,015 1,015 205 0.0381
2022-05-12 2022-03-31 13F JPMorgan Chase COM 46625H100 0 -2,969 -100.00 0 -100.00
2022-02-03 2021-12-31 13F JPMorgan Chase COM 46625H100 2,969 -105 -3.42 470 -6.56 0.0632
2021-11-12 2021-09-30 13F JPMorgan Chase COM 46625H100 3,074 -121 -3.79 503 1.21 0.0718
2021-07-29 2021-06-30 13F JPMorgan Chase COM 46625H100 3,195 -79 -2.41 497 -0.20 0.0669
2021-05-06 2021-03-31 13F JPMorgan Chase COM 46625H100 3,274 300 10.09 498 31.75 0.0717
2021-01-22 2020-12-31 13F JPMorgan Chase COM 46625H100 2,974 -6,070 -67.12 378 -56.60 0.0524
2020-10-30 2020-09-30 13F JPMorgan Chase COM 46625H100 9,044 -1,204 -11.75 871 -9.65 0.1512
2020-07-22 2020-06-30 13F JPMorgan Chase COM 46625H100 10,248 -155 -1.49 964 2.88 0.1639
2020-05-06 2020-03-31 13F JPMorgan Chase COM 46625H100 10,403 -166,280 -94.11 937 -96.20 0.2488
2020-01-23 2019-12-31 13F JPMorgan Chase COM 46625H100 176,683 2,637 1.52 24,630 20.25 3.4779
2019-10-30 2019-09-30 13F JPMorgan Chase COM 46625H100 174,046 433 0.25 20,483 5.53 3.3141
2019-08-09 2019-06-30 13F JPMorgan Chase COM 46625H100 173,613 -8,243 -4.53 19,410 5.44 3.5087
2019-05-08 2019-03-31 13F JPMorgan Chase COM 46625H100 181,856 37,209 25.72 18,409 30.38 3.6038
2019-01-29 2018-12-31 13F JPMorgan Chase COM 46625H100 144,647 653 0.45 14,120 -13.10 3.5032
2018-11-07 2018-09-30 13F JPMorgan Chase COM 46625H100 143,994 -536 -0.37 16,248 7.89 2.5692
2018-08-07 2018-06-30 13F JPMorgan Chase COM 46625H100 144,530 3,146 2.23 15,060 -3.14 2.7561
2018-05-10 2018-03-31 13F JPMorgan Chase COM 46625H100 141,384 -3,243 -2.24 15,548 0.53 3.1371
2018-01-27 2017-12-31 13F JPMorgan Chase COM 46625H100 144,627 -1,656 -1.13 15,466 10.70 2.1363
2017-11-14 2017-09-30 13F JPMorgan Chase COM 46625H100 146,283 -46,136 -23.98 13,971 -20.56 2.3818
2017-08-02 2017-06-30 13F JPMorgan Chase COM 46625H100 192,419 4,714 2.51 17,587 6.67 3.0670
2017-05-09 2017-03-31 13F JPMorgan Chase COM 46625H100 187,705 570 0.30 16,488 2.11 3.2634
2017-02-10 2016-12-31 13F JPMorgan Chase COM 46625H100 187,135 27,797 17.45 16,148 52.20 2.7758
2016-11-11 2016-09-30 13F JPMorgan Chase COM 46625H100 159,338 -1,065 -0.66 10,610 6.45 2.1606
2016-08-06 2016-06-30 13F JPMorgan Chase COM 46625H100 160,403 -39,556 -19.78 9,967 -15.83 2.1365
2016-05-05 2016-03-31 13F JPMorgan Chase COM 46625H100 199,959 199,959 0.00 11,842 3.0513
2016-01-29 2015-12-31 13F JPMorgan Chase COM 46625H100 0 0 0 0.0000
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.