JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionContinuum Advisory, LLC
Latest Disclosed Ownership19,585 shares
Latest Disclosed Value $ 5,761,039
Continuum Advisory, LLC reports 0.86% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Continuum Advisory, LLC filed a 13F-HR form disclosing ownership of 19,585 shares of JPMorgan Chase & Co. (CH:JPM) valued at $5,761,039 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 19,755 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.86% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 19,585 -170 -0.86 5,761 -9.49 0.5528
2026-02-10 2025-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 19,755 1,120 6.01 6,365 8.29 0.6374
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,635 534 2.95 5,878 12.03 0.6214
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 18,101 876 5.09 5,248 24.19 0.6317
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 17,225 -570 -3.20 4,225 -0.94 0.5442
2025-02-18 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 17,795 264 1.51 4,266 0.59 0.5469
2024-11-15 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 17,531 293 1.70 4,240 21.63 0.5414
2024-07-19 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 17,238 161 0.94 3,487 3.38 0.5026
2024-05-13 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,077 -6,589 -27.84 3,373 -16.24 0.5050
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 23,666 -27,945 -54.15 4,026 10.00 0.5727
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 51,611 326 0.64 3,661 0.99 0.5867
2023-12-13 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 51,285 298 0.58 3,624 12.90 0.5764
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 51,285 298 3,624 0.5764
2023-12-13 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 50,987 -439 -0.85 3,211 -4.52 0.5449
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 50,987 -439 3,211 0.5449
2023-12-13 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 51,426 1,396 2.79 3,362 35.56 0.6067
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 51,426 1,396 3,362 0.6067
2023-12-13 2022-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 50,030 44 0.09 2,480 -6.98 0.4374
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 50,030 44 2,480 0.4374
2023-12-13 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 49,986 6,384 14.64 2,666 29.29 0.4849
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 49,986 6,384 2,666 0.4849
2023-12-13 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 43,602 5,107 13.27 2,062 7.51 0.3915
2022-05-17 2022-03-31 13F JPMORGAN CHASE COM 46625H100 43,602 5,107 2,062 0.3915
2023-12-13 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 38,495 432 1.13 1,918 0.37 0.4314
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 38,495 432 1,918 0.4314
2023-12-13 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 38,063 26,815 238.40 1,911 9.20 0.5121
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 38,063 26,815 1,911 0.5121
2023-12-13 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 11,248 5,135 84.00 1,750 88.17 0.5440
2021-08-17 2021-06-30 13F JPMORGAN CHASE COM 46625H100 11,248 5,135 1,750 0.5440
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,113 -453 -6.90 930 11.51 0.3874
2021-05-17 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,566 310 4.96 834 37.40 0.3795
2021-05-17 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,256 935 17.57 607 22.38 0.3322
2021-05-18 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,321 -290 -5.17 496 4.86 0.3111
2021-05-18 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,611 681 13.81 473 -31.15 0.3185
2021-05-17 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,930 146 3.05 687 24.23 0.3993
2021-05-18 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,784 428 9.83 553 11.72 0.3700
2021-05-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,356 161 3.84 495 12.76 0.3398
2021-05-18 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,195 -135 -3.12 439 3.78 0.3281
2021-05-18 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,330 133 3.17 423 -11.13 0.3108
2021-05-18 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,197 2,111 101.20 476 119.35 0.3165
2021-05-18 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,086 -277 -11.72 217 -16.54 0.1589
2021-05-18 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,363 -2,295 -49.27 260 -47.79 0.2177
2021-05-18 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,658 219 4.93 498 17.45 0.3816
2021-05-18 2017-09-30 13F JPMORGAN CHASE COM 46625H100 4,439 776 21.18 424 26.57 0.3716
2021-05-18 2017-06-30 13F JPMORGAN CHASE COM 46625H100 3,663 890 32.10 335 37.30 0.3325
2021-05-18 2017-03-31 13F JPMORGAN CHASE COM 46625H100 2,773 2,773 244 0.2929
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.