JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionGs Investments, Inc.
Latest Disclosed Ownership15,740 shares
Latest Disclosed Value $ 4,630,078
Gs Investments, Inc. reports 0.64% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Gs Investments, Inc. filed a 13F-HR form disclosing ownership of 15,740 shares of JPMorgan Chase & Co. (CH:JPM) valued at $4,630,078 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 15,640 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.64% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 15,740 100 0.64 4,630 -8.12 2.6519
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 15,640 -982 -5.91 5,040 -3.89 2.7371
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 16,622 2,598 18.53 5,243 28.98 2.5959
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 14,024 -166 -1.17 4,066 16.81 1.8015
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 14,190 -35 -0.25 3,481 2.08 1.6407
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 14,225 -593 -4.00 3,410 9.12 1.5411
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 14,818 0 0.00 3,125 4.24 1.3905
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 14,818 1 0.01 2,997 1.01 1.4149
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 14,817 55 0.37 2,968 18.16 1.4315
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 14,762 0 0.00 2,511 17.34 1.3123
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 14,762 -25 -0.17 2,141 -0.47 1.2207
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 14,787 0 0.00 2,151 11.63 1.1723
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 14,787 70 0.48 1,927 -2.38 1.1126
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 14,717 -10 -0.07 1,974 197,200.00 1.2201
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 14,727 50 0.34 2 0.00 1.0185
2022-08-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 14,677 25 0.17 2 0.00 0.9461
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 14,652 214 1.48 2 -50.00 1.0498
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 14,438 60 0.42 2 0.00 1.1051
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 14,378 13 0.09 2 0.00 1.2328
2021-08-05 2021-06-30 13F JPMORGAN CHASE COM 46625H100 14,365 4,980 53.06 2 100.00 3.0461
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 9,385 75 0.81 1 0.00 3.1301
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 9,310 0 0.00 1 1.1471
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 9,310 -4,955 -34.74 1 -100.00 2.4253
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 14,265 205 1.46 1,342 6.01 1.0691
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 14,060 1,205 9.37 1,266 -5.53 1.2427
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 12,855 -620 -4.60 1,339 -15.52 1.1095
2019-11-01 2019-09-30 13F JPMORGAN CHASE COM 46625H100 13,475 -10 -0.07 1,586 5.18 1.1616
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 13,485 40 0.30 1,508 10.73 1.2333
2019-04-26 2019-03-31 13F JPMORGAN CHASE COM 46625H100 13,445 -10 -0.07 1,361 3.66 1.0675
2019-02-07 2018-12-31 13F JP Morgan Chase and COM 46625H100 13,455 -100 -0.74 1,313 -14.13 1.1020
2018-11-06 2018-09-30 13F JPMORGAN CHASE COM 46625H100 13,555 500 3.83 1,530 12.43 1.0691
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 13,055 5,525 73.37 1,360 64.25 1.0152
2018-05-15 2018-03-31 13F JP Morgan Chase and COM 46625H100 7,530 130 1.76 828 4.68 0.6065
2018-02-13 2017-12-31 13F JP Morgan Chase and COM 46625H100 7,400 0 0.00 791 12.04 0.6036
2017-11-07 2017-09-30 13F JP Morgan Chase and COM 46625H100 7,400 0 0.00 707 4.44 0.5664
2017-08-29 2017-06-30 13F JP Morgan Chase and COM 46625H100 7,400 7,400 676 0.5068
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.