JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionSevenBridge Financial Group, LLC
Latest Disclosed Ownership40,115 shares
Latest Disclosed Value $ 12,556,942
SevenBridge Financial Group, LLC reports 3.88% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - SevenBridge Financial Group, LLC filed a 13F-HR form disclosing ownership of 40,115 shares of JPMorgan Chase & Co. (CH:JPM) valued at $12,556,942 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 41,734 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.88% 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)
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 40,115 -1,619 -3.88 12,557 -0.06 1.9629
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 41,734 -290 -0.69 12,564 -6.69 2.0202
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 42,024 -1,856 -4.23 13,465 4.78 2.2197
2025-09-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 43,880 -482 -1.09 12,850 11.39 2.2654
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 44,362 -3,000 -6.33 11,536 -11.42 2.2699
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 47,362 565 1.21 13,024 16.31 2.4636
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 46,797 1,429 3.15 11,198 23.21 2.1571
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 45,368 -76 -0.17 9,089 4.98 2.0101
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 45,444 -1,804 -3.82 8,658 7.73 1.9615
2024-01-22 2023-12-31 13F JPMORGAN CHASE COM 46625H100 47,248 121 0.26 8,037 17.59 1.8986
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 47,127 1,074 2.33 6,834 2.05 1.7662
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 46,053 -337 -0.73 6,698 10.79 1.7294
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 46,390 925 2.03 6,045 -0.84 1.6662
2023-01-26 2022-12-31 13F JPMorgan Chase COM 46625H100 45,465 1,174 2.65 6,097 31.72 1.7827
2022-10-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 44,291 1,129 2.62 4,628 -4.77 1.5681
2022-07-12 2022-06-30 13F JPMorgan Chase Equities 46625H100 43,162 793 1.87 4,860 -15.86 1.9651
2022-04-15 2022-03-31 13F JPMorgan Chase COM 46625H100 42,369 129 0.31 5,776 -13.65 2.0278
2022-01-20 2021-12-31 13F/A-1 JPMorgan Chase COM 46625H100 42,240 -2 -0.00 6,689 -3.27 2.0224
2022-01-20 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 20,421 -21,821 3,234 1.9152
2021-10-14 2021-09-30 13F JPMorgan Chase Equities 46625H100 42,242 -907 -2.10 6,915 3.04 2.3051
2021-07-26 2021-06-30 13F JPMorgan Chase Equities 46625H100 43,149 317 0.74 6,711 2.93 2.1879
2021-04-20 2021-03-31 13F JPMorgan Chase Equities 46625H100 42,832 -205 -0.48 6,520 19.22 2.3723
2021-01-19 2020-12-31 13F JPMorgan Chase Equities 46625H100 43,037 -265 -0.61 5,469 31.18 2.1379
2020-10-22 2020-09-30 13F JPMorgan Chase Equities 46625H100 43,302 -1,715 -3.81 4,169 -1.54 1.8975
2020-07-24 2020-06-30 13F JPMorgan Chase Equities 46625H100 45,017 -747 -1.63 4,234 2.77 2.1029
2020-04-16 2020-03-31 13F JPMorgan Chase Equities 46625H100 45,764 1,744 3.96 4,120 -32.86 2.3846
2020-01-17 2019-12-31 13F JPMorgan Chase Equities 46625H100 44,020 -287 -0.65 6,136 17.66 1.6031
2019-10-09 2019-09-30 13F JPMorgan Chase Equities 46625H100 44,307 64 0.14 5,215 7.28 2.7423
2019-07-15 2019-06-30 13F JPMorgan Chase Equities 46625H100 44,243 1,223 2.84 4,861 11.62 1.7412
2019-05-14 2019-03-31 13F JPMorgan Chase Equities 46625H100 43,020 -744 -1.70 4,355 3.69 1.6344
2019-02-14 2018-12-31 13F JPMorgan Chase Equities 46625H100 43,764 9,310 27.02 4,200 10.50 2.5701
2018-11-14 2018-09-30 13F JPMorgan Chase Equities 46625H100 34,454 1,611 4.91 3,801 11.08 2.0203
2018-08-14 2018-06-30 13F JPMorgan Chase Equities 46625H100 32,843 94 0.29 3,422 -2.70 1.9061
2018-05-11 2018-03-31 13F JPMorgan Chase Equities 46625H100 32,749 459 1.42 3,517 4.27 2.0180
2018-02-16 2017-12-31 13F JPMorgan Chase Equities 46625H100 32,290 171 0.53 3,373 9.94 1.8655
2017-11-13 2017-09-30 13F JPMorgan Chase Equities 46625H100 32,119 1,369 4.45 3,068 9.14 1.7579
2017-08-14 2017-06-30 13F JPMorgan Chase Common Stock 46625H100 30,750 447 1.48 2,811 7.62 1.7161
2017-05-15 2017-03-31 13F JPMorgan Chase CS 46625H100 30,303 4,005 15.23 2,612 46.66 1.7159
2017-02-03 2016-12-31 13F JPMorgan Chase CS 46625H100 26,298 0 0.00 1,781 0.00 1.2934
2016-12-20 2016-09-30 13F/A-1 JPMorgan Chase CS 46625H100 26,298 660 2.57 1,781 11.80 1.2975
2016-11-28 2016-09-30 13F JPMorgan Chase CS 46625H100 26,298 1,781
2016-08-15 2016-06-30 13F JPMorgan Chase CS 46625H100 25,638 25,638 1,593 1.1162
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.