JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership8,851 shares
Latest Disclosed Value $ 2,603,717
Atwood & Palmer Inc reports 0.16% increase in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 8,851 shares of JPMorgan Chase & Co. (CL:JPM) valued at $2,603,717 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 8,837 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.16% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,851 14 0.16 2,604 -8.57 0.1469
2026-01-28 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,837 11 0.12 2,847 2.30 0.1618
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,826 -217 -2.40 2,784 6.18 0.1635
2025-07-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,043 94 1.05 2,622 19.41 0.1639
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,949 1,748 24.27 2,195 27.17 0.1523
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,201 81 1.14 1,726 14.99 0.1183
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,120 0 0.00 1,501 4.24 0.1021
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 7,120 -252 -3.42 1,440 -2.44 0.1091
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,372 127 1.75 1,477 19.81 0.1120
2024-01-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,245 -200 -2.69 1,232 14.18 0.0996
2023-10-20 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,445 -500 -6.29 1,080 -6.58 0.0946
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,945 450 6.00 1,156 18.34 0.1033
2023-04-21 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,495 0 0.00 977 -2.89 0.0918
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,495 1 0.01 1,005 28.35 0.0908
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,494 -89 -1.17 783 -8.31 0.0776
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,583 -178 -2.29 854 -19.28 0.0832
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,761 -250 -3.12 1,058 -16.63 0.0913
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 8,011 62 0.78 1,269 -2.46 0.1062
2021-10-29 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 7,949 100 1.27 1,301 6.55 0.1161
2021-10-19 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,949 100 1,301 0.1161
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,849 -300 -3.68 1,221 -1.61 0.1097
2021-04-26 2021-03-31 13F JPMORGAN CHASE COM 46625H100 8,149 36 0.44 1,241 20.37 0.1194
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,113 100 1.25 1,031 33.72 0.1107
2020-10-28 2020-09-30 13F JPMORGAN CHASE COM 46625H100 8,013 0 0.00 771 2.25 0.0971
2020-07-24 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,013 0 0.00 754 4.58 0.1019
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,013 175 2.23 721 -34.03 0.1132
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,838 0 0.00 1,093 18.55 0.1405
2019-10-21 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,838 -1,450 -15.61 922 -11.18 0.1243
2019-07-17 2019-06-30 13F JPMORGAN CHASE COM 46625H100 9,288 -1,793 -16.18 1,038 -7.49 0.1402
2019-04-23 2019-03-31 13F JPMORGAN CHASE COM 46625H100 11,081 0 0.00 1,122 3.70 0.1589
2019-02-01 2018-12-31 13F JPMORGAN CHASE COM 46625H100 11,081 -4 -0.04 1,082 -13.51 0.1719
2018-10-29 2018-09-30 13F JPMORGAN CHASE COM 46625H100 11,085 -1,405 -11.25 1,251 -3.84 0.1633
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 12,490 1,543 14.10 1,301 8.06 0.1786
2018-04-30 2018-03-31 13F JPMORGAN CHASE COM 46625H100 10,947 0 0.00 1,204 2.82 0.1716
2018-02-08 2017-12-31 13F JPMORGAN CHASE COM 46625H100 10,947 0 0.00 1,171 11.95 0.1643
2017-10-16 2017-09-30 13F JPMORGAN CHASE COM 46625H100 10,947 756 7.42 1,046 12.35 0.1514
2017-08-08 2017-06-30 13F JPMORGAN CHASE COM 46625H100 10,191 3,125 44.23 931 49.92 0.1461
2017-04-28 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,066 1,000 16.49 621 18.74 0.0993
2017-02-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 6,066 0 0.00 523 29.46 0.0941
2016-11-08 2016-09-30 13F JPMORGAN CHASE COM 46625H100 6,066 54 0.90 404 8.02 0.0734
2016-07-21 2016-06-30 13F JPMORGAN CHASE COM 46625H100 6,012 0 0.00 374 5.06 0.0676
2016-04-28 2016-03-31 13F JPMORGAN CHASE COM 46625H100 6,012 -299 -4.74 356 -14.63 0.0633
2016-01-28 2015-12-31 13F JPMORGAN CHASE COM 46625H100 6,311 0 0.00 417 8.31 0.0792
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 6,311 0 0.00 385 -10.05 0.0752
2015-07-31 2015-06-30 13F JPMORGAN CHASE COM 46625H100 6,311 0 0.00 428 12.04 0.0769
2015-05-05 2015-03-31 13F JPMORGAN CHASE COM 46625H100 6,311 -239 -3.65 382 -6.83 0.0682
2015-02-17 2014-12-31 13F JPMORGAN CHASE COM 46625H100 6,550 63 0.97 410 4.86 0.0765
2014-12-02 2014-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 6,487 6,012 1,265.68 391 1,348.15 0.0739
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 6,487 6,012 391 0.0716
2014-08-11 2014-06-30 13F JPMORGAN CHASE COM 46625H100 475 -6,197 -92.88 27 -93.33 0.0072
2014-04-11 2014-03-31 13F J P Morgan Chase COM 46625H100 6,672 301 4.72 405 8.58 0.0947
2014-01-17 2013-12-31 13F J P Morgan Chase COM 46625H100 6,371 217 3.53 373 17.30 0.0920
2013-10-09 2013-09-30 13F J P Morgan Chase COM 46625H100 6,154 0 0.00 318 -2.15 0.0878
2013-07-18 2013-06-30 13F J P Morgan Chase COM 46625H100 6,154 6,154 325 0.0879
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.