JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionHunter Associates Investment Management Llc
Latest Disclosed Ownership10,168 shares
Latest Disclosed Value $ 2,990
Hunter Associates Investment Management Llc reports 3.71% increase in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Hunter Associates Investment Management Llc filed a 13F-HR form disclosing ownership of 10,168 shares of JPMorgan Chase & Co. (CH:JPM) valued at $2,990 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 9,804 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.71% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,168 364 3.71 3 -33.33 0.3956
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,804 -319 -3.15 3 0.00 0.4218
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,123 319 3.25 3 50.00 0.4441
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,804 -670 -6.40 3 0.00 0.4213
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,474 -368 -3.39 3 0.00 0.3974
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,842 239 2.25 3 0.00 0.3964
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,603 -374 -3.41 2 0.00 0.3461
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,977 639 6.18 2 0.00 0.3725
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,338 -193 -1.83 2 100.00 0.3483
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,531 835 8.61 2 0.00 0.3278
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 9,696 171 1.80 1 0.00 0.2859
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,525 -360 -3.64 1 0.00 0.2703
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,885 -321 -3.15 1 0.00 0.2757
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 10,206 -1,321 -11.46 1 -99.92 0.3291
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 11,527 -799 -6.48 1,204 -13.38 0.3117
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 12,326 8,976 267.94 1,390 204.16 0.3430
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,350 -2,029 -37.72 457 -46.36 0.1471
2022-01-27 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,379 0 0.00 852 -3.18 0.2437
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,379 -100 -1.83 880 3.29 0.2828
2021-08-05 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,479 -6,450 -54.07 852 -53.08 0.2653
2021-08-05 2021-06-30 13F JPMORGAN CHASE COM 46625H100 11,929 0 1,816 0.4198
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 11,929 1,850 18.35 1,816 41.76 0.4198
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 10,079 253 2.57 1,281 35.41 0.3151
2020-11-10 2020-09-30 13F Jpmorgan Chase COM 46625H100 9,826 1,300 15.25 946 17.96 0.2629
2020-08-13 2020-06-30 13F JPMorgan Chase COM 46625H100 8,526 -1,300 -13.23 802 -9.38 0.2383
2020-05-11 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 9,826 1,650 20.18 885 -22.37 0.3429
2020-02-07 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 8,176 515 6.72 1,140 26.39 0.3539
2019-11-08 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 7,661 -235 -2.98 902 2.15 0.3101
2019-08-08 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 7,896 0 0.00 883 10.51 0.3038
2019-05-10 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 7,896 466 6.27 799 10.21 0.2798
2019-02-11 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 7,430 0 0.00 725 -13.48 0.2949
2018-11-09 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 7,430 150 2.06 838 10.41 0.2890
2018-08-10 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 7,280 500 7.37 759 1.74 0.2742
2018-05-15 2018-03-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 6,780 0 0.00 746 2.90 0.2786
2018-05-14 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 6,780 725
2018-02-15 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 6,780 1,979 41.22 725 57.95 0.2671
2017-11-13 2017-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,801 -50 -1.03 459 3.61 0.1789
2017-08-11 2017-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,851 500 11.49 443 15.97 0.1801
2017-05-10 2017-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,351 0 0.00 382 1.87 0.1607
2017-02-10 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,351 29 0.67 375 30.21 0.1600
2016-11-10 2016-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,322 135 3.22 288 10.77 0.1237
2016-08-15 2016-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,187 0 0.00 260 4.84 0.1126
2016-05-13 2016-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,187 106 2.60 248 -7.81 0.1132
2016-02-09 2015-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,081 -500 -10.91 269 -3.58 0.1182
2015-11-12 2015-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,581 -250 -5.17 279 -14.68 0.1309
2015-08-12 2015-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,831 -50 -1.02 327 10.47 0.1360
2015-05-12 2015-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,881 0 0.00 296 -2.95 0.1166
2015-02-13 2014-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,881 -45 -0.91 305 2.69 0.1174
2014-11-13 2014-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,926 0 0.00 297 4.58 0.1158
2014-08-13 2014-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,926 394 8.69 284 3.27 0.1116
2014-05-14 2014-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,532 -17 -0.37 275 3.38 0.1085
2014-02-14 2013-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,549 -462 -9.22 266 2.70 0.1024
2013-11-13 2013-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,011 150 3.09 259 0.78 0.1079
2013-08-13 2013-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,861 4,861 257 0.0953
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.