JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionShepherd Financial Partners LLC
Latest Disclosed Ownership46,314 shares
Latest Disclosed Value $ 13,623,789
Shepherd Financial Partners LLC reports 2.10% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Shepherd Financial Partners LLC filed a 13F-HR form disclosing ownership of 46,314 shares of JPMorgan Chase & Co. (CH:JPM) valued at $13,623,789 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 47,307 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.10% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 46,314 -993 -2.10 13,624 -10.63 1.2924
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 47,307 -784 -1.63 15,243 0.49 1.4124
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 48,091 23 0.05 15,169 8.86 1.4437
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 48,068 -46 -0.10 13,935 18.07 1.4729
2025-04-18 2025-03-31 13F JPMORGAN CHASE COM 46625H100 48,114 966 2.05 11,802 4.43 1.3840
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 47,148 257 0.55 11,302 14.30 1.3514
2024-10-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 46,891 673 1.46 9,887 5.77 1.1892
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 46,218 320 0.70 9,348 1.69 1.2054
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 45,898 979 2.18 9,193 20.33 1.2034
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 44,919 92 0.21 7,641 17.54 1.0862
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 44,827 2,883 6.87 6,501 6.56 1.0199
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 41,944 1,065 2.61 6,100 14.53 0.9462
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 40,879 548 1.36 5,327 -1.52 0.8905
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 40,331 369 0.92 5,408 29.50 0.9787
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 39,962 825 2.11 4,176 -5.24 0.8145
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 39,137 1,168 3.08 4,407 -14.82 0.8580
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 37,969 1,115 3.03 5,174 -11.46 0.9238
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 36,854 960 2.67 5,844 -0.49 1.0147
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 35,894 270 0.76 5,873 5.99 1.1340
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 35,624 762 2.19 5,541 4.41 1.0538
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 34,862 855 2.51 5,307 22.79 1.1748
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 34,007 1,092 3.32 4,322 36.38 0.9857
2020-11-16 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 32,915 466 1.44 3,169 3.83 0.7453
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 32,449 0 3,052 827,773.2574
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 32,449 1,097 3.50 3,052 8.15 0.8278
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 31,352 -12,133 -27.90 2,822 -53.44 0.9771
2020-01-31 2019-12-31 13F JPMORGAN CHASE COM 46625H100 43,485 -1,978 -4.35 6,061 13.31 1.4091
2019-11-25 2019-09-30 13F JPMORGAN CHASE COM 46625H100 45,463 120 0.26 5,349 5.52 1.3410
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 45,343 -618 -1.34 5,069 8.94 0.9522
2019-04-29 2019-03-31 13F JPMORGAN CHASE COM 46625H100 45,961 1,272 2.85 4,653 6.60 0.9017
2019-02-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 44,689 2,278 5.37 4,365 -1.24 0.9496
2018-10-16 2018-09-30 13F JPMORGAN CHASE COM 46625H100 42,411 0 0.00 4,420 -0.81 0.9983
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 42,411 2,752 6.94 4,456 2.23 1.0023
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 39,659 -245 -0.61 4,359 2.16 1.0734
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 39,904 -1,696 -4.08 4,267 6.36 1.0015
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 41,600 244 0.59 4,012 4.07 0.9318
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 41,356 -3,523 -7.85 3,855 -0.36 0.9413
2017-05-08 2017-03-31 13F JPMORGAN CHASE COM 46625H100 44,879 -1,102 -2.40 3,869 -3.59 1.0037
2017-02-17 2016-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 45,981 45,981 4,013 1.1381
2017-02-15 2016-12-31 13F JPMORGAN CHASE COM 46625H100 51,950 3,128 1.1079
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.