JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionNotis-McConarty Edward
Latest Disclosed Ownership9,628 shares
Latest Disclosed Value $ 2,832,172
Notis-McConarty Edward reports 0.93% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Notis-McConarty Edward filed a 13F-HR/A form disclosing ownership of 9,628 shares of JPMorgan Chase & Co. (CH:JPM) valued at $2,832,172 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 9,718 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.93% 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)
2026-05-08 2026-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 9,628 -90 -0.93 2,832 -9.55 1.4072
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,628 -90 3,016 0.5621
2026-02-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,718 0 0.00 3,131 2.15 1.4521
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,718 -125 -1.27 3,065 7.43 1.4260
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,843 -110 -1.11 2,854 16.88 1.3904
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 9,953 -25 -0.25 2,441 2.09 1.2556
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 9,978 -520 -4.95 2,392 8.04 1.1575
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,498 -459 -4.19 2,214 -0.14 1.0017
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,957 -810 -6.88 2,216 -5.94 0.8709
2024-04-29 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,767 -1,050 -8.19 2,357 8.07 0.9315
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 12,817 -1,250 -8.89 2,180 6.92 0.8699
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 14,067 -130 -0.92 2,040 -1.21 0.8308
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 14,197 -200 -1.39 2,065 10.02 0.7867
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 14,397 -100 -0.69 1,876 -3.50 0.7459
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 14,497 0 0.00 1,944 28.32 0.8094
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 14,497 0 0.00 1,515 -7.23 0.6775
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 14,497 -105 -0.72 1,633 -17.98 0.6803
2022-05-17 2022-03-31 13F JPMORGAN CHASE COM 46625H100 14,602 -432 -2.87 1,991 -16.38 0.7105
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 15,034 -20 -0.13 2,381 -3.37 0.7940
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 15,054 -504 -3.24 2,464 1.82 0.9029
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 15,558 -1,375 -8.12 2,420 -6.13 0.8958
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 16,933 617 3.78 2,578 24.36 1.0033
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 16,316 -1,000 -5.78 2,073 24.36 0.8434
2020-10-28 2020-09-30 13F JPMORGAN CHASE COM 46625H100 17,316 300 1.76 1,667 4.12 0.7329
2020-07-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 17,016 0 0.00 1,601 4.50 0.7467
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 17,016 -830 -4.65 1,532 -38.42 0.8483
2020-01-15 2019-12-31 13F JPMORGAN CHASE COM 46625H100 17,846 -1,200 -6.30 2,488 11.02 1.1058
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 19,046 -126 -0.66 2,241 4.57 1.0526
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 19,172 -90 -0.47 2,143 9.90 1.0118
2019-04-29 2019-03-31 13F JPMORGAN CHASE COM 46625H100 19,262 0 0.00 1,950 3.72 0.9417
2019-01-24 2018-12-31 13F JPMORGAN CHASE COM 46625H100 19,262 800 4.33 1,880 -9.75 1.0356
2018-10-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 18,462 -310 -1.65 2,083 6.49 1.1137
2018-07-30 2018-06-30 13F JPMORGAN CHASE COM 46625H100 18,772 0 0.00 1,956 -5.23 1.1586
2018-04-24 2018-03-31 13F JPMORGAN CHASE COM 46625H100 18,772 -555 -2.87 2,064 -0.15 1.2364
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 19,327 -505 -2.55 2,067 9.13 1.1874
2017-10-26 2017-09-30 13F JPMORGAN CHASE COM 46625H100 19,832 -110 -0.55 1,894 3.89 1.1868
2017-07-25 2017-06-30 13F JPMORGAN CHASE COM 46625H100 19,942 -10 -0.05 1,823 3.99 1.1795
2017-05-16 2017-03-31 13F JPMORGAN CHASE COM 46625H100 19,952 -90 -0.45 1,753 1.39 1.1507
2017-02-14 2016-12-31 13F JPMORGAN CHASE Common Stock 46625H100 20,042 0 0.00 1,729 29.51 1.1910
2016-11-16 2016-09-30 13F JPMORGAN CHASE Common Stock 46625H100 20,042 80 0.40 1,335 7.66 0.9126
2016-08-08 2016-06-30 13F JPMORGAN CHASE Common Stock 46625H100 19,962 -510 -2.49 1,240 2.31 0.8695
2016-05-27 2016-03-31 13F JPMORGAN CHASE Common Stock 46625H100 20,472 -555 -2.64 1,212 -12.68 0.8602
2016-02-12 2015-12-31 13F JPMORGAN CHASE Common Stock 46625H100 21,027 -25 -0.12 1,388 8.10 0.9954
2015-11-13 2015-09-30 13F JPMORGAN CHASE Common Stock 46625H100 21,052 41 0.20 1,284 -9.83 0.9598
2015-08-10 2015-06-30 13F JPMORGAN CHASE Common Stock 46625H100 21,011 1,260 6.38 1,424 18.96 0.9629
2015-05-22 2015-03-31 13F JPMORGAN CHASE Common Stock 46625H100 19,751 0 0.00 1,197 -3.16 0.8284
2015-02-13 2014-12-31 13F JPMORGAN CHASE Common Stock 46625H100 19,751 0 0.00 1,236 3.87 0.8455
2014-11-24 2014-09-30 13F JPMORGAN CHASE Common Stock 46625H100 19,751 -200 -1.00 1,190 3.48 0.8380
2014-07-23 2014-06-30 13F JPMORGAN CHASE Common Stock 46625H100 19,951 -10 -0.05 1,150 -5.12 0.7609
2014-05-29 2014-03-31 13F JPMORGAN CHASE Common Stock 46625H100 19,961 -1,240 -5.85 1,212 -2.26 0.8447
2014-05-28 2013-12-31 13F JPMORGAN CHASE Common Stock 46625H100 21,201 21,201 1,240 0.8693
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.