JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionCohen Klingenstein LLC
Latest Disclosed Ownership72,700 shares
Latest Disclosed Value $ 21,385,432
Cohen Klingenstein LLC ownership in JPM / JPMorgan Chase & Co.

On April 15, 2026 - Cohen Klingenstein LLC filed a 13F-HR form disclosing ownership of 72,700 shares of JPMorgan Chase & Co. (CH:JPM) valued at $21,385,432 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 72,700 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-04-15 2026-03-31 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 21,385 -8.71 0.6921
2026-01-20 2025-12-31 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 23,425 2.15 0.7118
2025-10-16 2025-09-30 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 22,932 8.80 0.7184
2025-07-18 2025-06-30 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 21,076 18.19 0.7032
2025-04-15 2025-03-31 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 17,833 2.34 0.6461
2025-01-15 2024-12-31 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 17,427 13.68 0.5961
2024-10-16 2024-09-30 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 15,330 4.25 0.5341
2024-07-15 2024-06-30 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 14,704 0.98 0.5337
2024-04-12 2024-03-31 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 14,562 17.75 0.5421
2024-01-16 2023-12-31 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 12,366 17.30 0.5057
2023-10-13 2023-09-30 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 10,543 -0.29 0.4775
2023-07-14 2023-06-30 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 10,573 11.61 0.4580
2023-04-14 2023-03-31 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 9,474 -2.83 0.4449
2023-01-13 2022-12-31 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 9,749 28.33 0.4906
2022-10-12 2022-09-30 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 7,597 -7.21 0.4027
2022-07-15 2022-06-30 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 8,187 -17.39 0.4106
2022-04-14 2022-03-31 13F JPMorgan Chase COM 46625H100 72,700 0 0.00 9,910 -13.92 0.4115
2022-01-14 2021-12-31 13F JPMorgan Chase COM 46625H100 72,700 -12,426 -14.60 11,512 -17.38 0.4552
2021-10-15 2021-09-30 13F JPMorgan Chase COM 46625H100 85,126 -11,053 -11.49 13,934 -6.86 0.6092
2021-07-16 2021-06-30 13F JPMorgan Chase COM 46625H100 96,179 0 0.00 14,960 2.18 0.6431
2021-04-15 2021-03-31 13F JPMorgan Chase COM 46625H100 96,179 0 0.00 14,641 19.80 0.6755
2021-01-25 2020-12-31 13F/A-1 JPMorgan Chase COM 46625H100 96,179 -18,100 -15.84 12,221 11.08 0.6106
2021-01-19 2020-12-31 13F JPMorgan Chase COM 46625H100 96,179 -18,100 12,221 610,333.4685
2020-10-19 2020-09-30 13F JPMorgan Chase COM 46625H100 114,279 0 0.00 11,002 2.35 0.6199
2020-07-15 2020-06-30 13F JPMorgan Chase COM 46625H100 114,279 0 0.00 10,749 4.47 0.6595
2020-04-15 2020-03-31 13F JPMorgan Chase COM 46625H100 114,279 0 0.00 10,289 -35.41 0.7611
2020-01-15 2019-12-31 13F JPMorgan Chase COM 46625H100 114,279 0 0.00 15,930 18.45 0.9252
2019-10-17 2019-09-30 13F JPMorgan Chase COM 46625H100 114,279 0 0.00 13,449 5.27 0.8453
2019-07-15 2019-06-30 13F JPMorgan Chase COM 46625H100 114,279 20,615 22.01 12,776 34.74 0.9102
2019-04-16 2019-03-31 13F JPMorgan Chase COM 46625H100 93,664 63,964 215.37 9,482 227.08 0.6610
2019-01-18 2018-12-31 13F JPMorgan Chase COM 46625H100 29,700 0 0.00 2,899 -13.49 0.4380
2018-10-15 2018-09-30 13F JPMorgan Chase COM 46625H100 29,700 0 0.00 3,351 8.27 0.4261
2018-07-13 2018-06-30 13F JPMorgan Chase COM 46625H100 29,700 0 0.00 3,095 -5.24 0.4231
2018-04-13 2018-03-31 13F JPMorgan Chase COM 46625H100 29,700 0 0.00 3,266 2.83 0.4635
2018-01-16 2017-12-31 13F JPMorgan Chase COM 46625H100 29,700 0 0.00 3,176 11.95 0.4515
2017-10-17 2017-09-30 13F JPMorgan Chase COM 46625H100 29,700 0 0.00 2,837 4.49 0.4283
2017-07-17 2017-06-30 13F JPMorgan Chase COM 46625H100 29,700 0 0.00 2,715 4.06 0.4228
2017-04-13 2017-03-31 13F JPMorgan Chase COM 46625H100 29,700 0 0.00 2,609 1.79 0.4176
2017-01-17 2016-12-31 13F JPMorgan Chase COM 46625H100 29,700 19,300 185.58 2,563 269.84 0.4378
2016-10-14 2016-09-30 13F JPMorgan Chase COM 46625H100 10,400 0 0.00 693 7.28 0.1203
2016-07-15 2016-06-30 13F JPMorgan Chase COM 46625H100 10,400 0 0.00 646 4.87 0.1188
2016-04-18 2016-03-31 13F JPMorgan Chase COM 46625H100 10,400 0 0.00 616 -10.33 0.1161
2016-01-20 2015-12-31 13F JPMorgan Chase COM 46625H100 10,400 0 0.00 687 8.36 0.1280
2015-10-15 2015-09-30 13F JPMorgan Chase COM 46625H100 10,400 0 0.00 634 -10.07 0.1250
2015-07-15 2015-06-30 13F JPMorgan Chase COM 46625H100 10,400 0 0.00 705 11.90 0.1268
2015-04-14 2015-03-31 13F JPMorgan Chase COM 46625H100 10,400 0 0.00 630 -3.23 0.1150
2015-01-13 2014-12-31 13F JPMorgan Chase COM 46625H100 10,400 0 0.00 651 3.99 0.1222
2014-10-14 2014-09-30 13F JPMorgan Chase COM 46625H100 10,400 0 0.00 626 4.51 0.1104
2014-07-15 2014-06-30 13F JPMorgan Chase COM 46625H100 10,400 0 0.00 599 -5.07 0.1144
2014-04-15 2014-03-31 13F JPMorgan Chase COM 46625H100 10,400 0 0.00 631 3.78 0.1254
2014-01-14 2013-12-31 13F JPMorgan Chase COM 46625H100 10,400 0 0.00 608 13.01 0.1208
2013-10-15 2013-09-30 13F JPMorgan Chase COM 46625H100 10,400 0 0.00 538 -2.00 0.1174
2013-07-30 2013-06-30 13F JPMorgan Chase COM 46625H100 10,400 10,400 549 0.1277
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.