JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionCamden Capital, LLC
Latest Disclosed Ownership16,625 shares
Latest Disclosed Value $ 4,890,349
Camden Capital, LLC reports 11.07% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Camden Capital, LLC filed a 13F-HR form disclosing ownership of 16,625 shares of JPMorgan Chase & Co. (CH:JPM) valued at $4,890,349 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 18,694 shares of JPMorgan Chase & Co.. This represents a change in shares of -11.07% 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 & CO COM Stock 46625H100 16,625 -2,069 -11.07 4,890 -18.81 0.3207
2026-01-30 2025-12-31 13F JPMORGAN CHASE COM 46625H100 18,694 665 3.69 6,024 5.91 0.3791
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,029 3,114 20.88 5,687 31.55 0.3904
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 14,915 -505 -3.27 4,324 14.30 0.4067
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 15,420 -31,036 -66.81 3,783 -66.04 0.3969
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 46,456 -3,180 -6.41 11,136 6.40 1.2095
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 49,636 3,516 7.62 10,466 12.20 1.1301
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 46,120 -10,747 -18.90 9,328 -18.10 0.7431
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 56,867 -17,739 -23.78 11,390 -10.24 0.9996
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 74,606 3,791 5.35 12,690 23.58 1.2840
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 70,815 1,855 2.69 10,270 2.39 1.2092
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 68,960 3,206 4.88 10,030 17.05 1.1399
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 65,754 -213 -0.32 8,568 -3.14 1.2654
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 65,967 60,418 1,088.81 8,846 1,425.17 1.4010
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,549 1,715 44.73 580 34.26 0.1347
2022-08-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,834 -1,471 -27.73 432 -40.25 0.1127
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,305 -3,976 -42.84 723 -50.82 0.1559
2022-02-28 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 9,281 -1,676 -15.30 1,470 -18.06 0.3154
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 12,389 1,432 1,962 0.3392
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,957 857 8.49 1,794 14.19 0.3581
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,100 210 2.12 1,571 4.32 0.3626
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 9,890 925 10.32 1,506 32.22 0.4042
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,965 629 7.55 1,139 42.02 0.3666
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 8,336 1,212 17.01 802 19.70 0.3165
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 7,124 166 2.39 670 5.35 0.3119
2020-04-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,958 -553 -7.36 636 -39.26 0.3526
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,511 7,511 1,047 0.5007
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.