JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionPlatform Technology Partners
Latest Disclosed Ownership31,291 shares
Latest Disclosed Value $ 9,204,616
Platform Technology Partners reports 7.52% increase in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Platform Technology Partners filed a 13F-HR form disclosing ownership of 31,291 shares of JPMorgan Chase & Co. (CH:JPM) valued at $9,204,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 29,102 shares of JPMorgan Chase & Co.. This represents a change in shares of 7.52% 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 31,291 2,189 7.52 9,205 -1.84 1.7744
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 29,102 349 1.21 9,377 3.40 1.9969
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 28,753 508 1.80 9,070 10.76 2.1737
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 28,245 207 0.74 8,188 19.06 2.1382
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 28,038 880 3.24 6,878 5.64 2.0025
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 27,158 -958 -3.41 6,510 9.82 1.9721
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 28,116 -441 -1.54 5,928 2.65 1.8641
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 28,557 308 1.09 5,776 16.31 1.9880
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 28,249 953 3.49 4,966 25.44 1.9297
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 27,296 2,440 9.82 3,959 8.02 1.8525
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 24,856 -430 -1.70 3,664 11.20 1.7247
2023-04-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 25,286 23 0.09 3,295 -2.72 1.6275
2023-01-11 2022-12-31 13F JPMORGAN CHASE COM 46625H100 25,263 -378 -1.47 3,388 26.38 1.7505
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 25,641 731 2.93 2,680 -4.46 1.5272
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 24,910 641 2.64 2,805 -15.21 1.5312
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 24,269 533 2.25 3,308 -12.00 1.5905
2022-02-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 23,736 226 0.96 3,759 -2.31 1.6519
2021-11-04 2021-09-30 13F JPMORGAN CHASE COM 46625H100 23,510 -4,495 -16.05 3,848 -11.66 1.7450
2021-08-05 2021-06-30 13F JPMORGAN CHASE COM 46625H100 28,005 -5,325 -15.98 4,356 2.86 1.7942
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 33,330 1,446 4.54 4,235 37.99 2.0669
2020-11-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 31,884 -394 -1.22 3,069 5.61 1.8802
2020-11-30 2020-06-30 13F JPMORGAN CHASE COM 46625H100 32,278 0 0.00 2,906 0.00 2.3688
2020-11-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 32,278 10,966 51.45 2,906 -2.19 2.6461
2020-12-03 2019-12-31 13F JPMORGAN CHASE COM 46625H100 21,312 21,312 2,971 2.2407
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.