JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionBlue Edge Capital, LLC
Latest Disclosed Ownership23,068 shares
Latest Disclosed Value $ 6,785,766
Blue Edge Capital, LLC reports 0.03% decrease in ownership of JPM / JPMorgan Chase & Co.

On June 2, 2026 - Blue Edge Capital, LLC filed a 13F-HR form disclosing ownership of 23,068 shares of JPMorgan Chase & Co. (CL:JPM) valued at $6,785,766 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 23,076 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.03% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-06-02 2026-03-31 13F JP Morgan Chase COM 46625H100 23,068 -8 -0.03 6,786 -8.74 0.9012
2026-02-12 2025-12-31 13F JP Morgan Chase COM 46625H100 23,076 360 1.58 7,436 3.77 0.9948
2025-11-12 2025-09-30 13F JP Morgan Chase COM 46625H100 22,716 -1,047 -4.41 7,165 4.01 1.0179
2025-08-15 2025-06-30 13F JP Morgan Chase COM 46625H100 23,763 58 0.24 6,889 18.49 1.0244
2025-05-13 2025-03-31 13F JP Morgan Chase COM 46625H100 23,705 -61 -0.26 5,815 2.05 0.9338
2025-02-13 2024-12-31 13F JP Morgan Chase COM 46625H100 23,766 -385 -1.59 5,697 11.88 0.8961
2024-11-14 2024-09-30 13F JP Morgan Chase COM 46625H100 24,151 424 1.79 5,092 6.11 0.7933
2024-08-07 2024-06-30 13F Lowes Cos COM 46625H100 23,727 -10 -0.04 4,799 1.01 0.7942
2024-05-15 2024-03-31 13F JP Morgan Chase COM 46625H100 23,737 368 1.57 4,752 19.52 0.7948
2024-02-15 2023-12-31 13F JP Morgan Chase COM 46625H100 23,369 877 3.90 3,975 21.90 0.7491
2023-11-14 2023-09-30 13F JP Morgan Chase COM 46625H100 22,492 10 0.04 3,262 -0.24 0.6836
2023-08-21 2023-06-30 13F JP Morgan Chase COM 46625H100 22,482 -384 -1.68 3,270 9.73 0.6587
2023-05-16 2023-03-31 13F JP Morgan Chase COM 46625H100 22,866 6,373 38.64 2,980 34.74 0.6442
2023-02-13 2022-12-31 13F JP Morgan Chase COM 46625H100 16,493 45 0.27 2,212 28.70 0.5040
2022-11-15 2022-09-30 13F JP Morgan Chase COM 46625H100 16,448 224 1.38 1,719 -5.91 0.4256
2022-08-10 2022-06-30 13F JP Morgan Chase COM 46625H100 16,224 -118 -0.72 1,827 -18.01 0.4245
2022-05-16 2022-03-31 13F JP Morgan Chase COM 46625H100 16,342 712 4.56 2,228 -10.02 0.4464
2022-02-14 2021-12-31 13F JP Morgan Chase COM 46625H100 15,630 -372 -2.32 2,475 -5.50 0.4777
2021-11-15 2021-09-30 13F JP Morgan Chase COM 46625H100 16,002 0 0.00 2,619 5.27 0.5465
2021-08-13 2021-06-30 13F JP Morgan Chase COM 46625H100 16,002 -29 -0.18 2,489 1.97 0.5163
2021-05-12 2021-03-31 13F JP Morgan Chase COM 46625H100 16,031 14 0.09 2,440 19.90 0.5429
2021-02-09 2020-12-31 13F JP Morgan Chase COM 46625H100 16,017 99 0.62 2,035 32.83 0.4916
2020-11-04 2020-09-30 13F JP Morgan Chase COM 46625H100 15,918 -1,403 -8.10 1,532 -5.95 0.4172
2020-08-10 2020-06-30 13F JP Morgan Chase COM 46625H100 17,321 2,115 13.91 1,629 19.08 0.4883
2020-05-12 2020-03-31 13F JP Morgan Chase COM 46625H100 15,206 5,666 59.39 1,369 2.93 0.4955
2020-02-12 2019-12-31 13F JP Morgan Chase COM 46625H100 9,540 -4,322 -31.18 1,330 -18.52 0.4203
2019-11-13 2019-09-30 13F JP Morgan Chase COM 46625H100 13,862 0 0.00 1,631 5.29 0.5589
2019-08-13 2019-06-30 13F JP Morgan Chase COM 46625H100 13,862 4,380 46.19 1,550 62.20 0.5429
2019-05-14 2019-03-31 13F JP Morgan Chase COM 46625H100 9,482 -4,169 -30.54 956 -28.30 0.3628
2019-02-14 2018-12-31 13F JP Morgan Chase COM 46625H100 13,651 -106 -0.77 1,333 -14.18 0.5741
2018-11-15 2018-09-30 13F JP Morgan Chase COM 46625H100 13,757 52 0.38 1,552 8.68 0.5768
2018-08-14 2018-06-30 13F JP Morgan Chase COM 46625H100 13,705 108 0.79 1,428 -4.48 0.5714
2018-05-14 2018-03-31 13F JP Morgan Chase COM 46625H100 13,597 -316 -2.27 1,495 0.54 0.6024
2018-02-15 2017-12-31 13F JP Morgan Chase COM 46625H100 13,913 689 5.21 1,488 17.74 0.5942
2017-11-15 2017-09-30 13F JP Morgan Chase COM 46625H100 13,224 -907 -6.42 1,263 -2.17 0.5764
2017-08-14 2017-06-30 13F JP Morgan Chase COM 46625H100 14,131 86 0.61 1,292 4.70 0.6092
2017-05-16 2017-03-31 13F JP Morgan Chase COM 46625H100 14,045 0 0.00 1,234 1.82 0.6173
2017-02-15 2016-12-31 13F JP Morgan Chase COM 46625H100 14,045 0 0.00 1,212 29.52 0.6807
2016-11-14 2016-09-30 13F JP Morgan Chase COM 46625H100 14,045 0 0.00 935 7.22 0.5109
2016-08-11 2016-06-30 13F JP Morgan Chase COM 46625H100 14,045 127 0.91 873 5.83 0.4833
2016-05-13 2016-03-31 13F JP Morgan Chase COM 46625H100 13,918 833 6.37 824 -4.63 0.4891
2016-02-16 2015-12-31 13F JP Morgan Chase COM 46625H100 13,085 -19 -0.14 864 8.27 0.5637
2015-11-13 2015-09-30 13F JP Morgan Chase COM 46625H100 13,104 0 0.00 799 -10.03 0.5723
2015-08-13 2015-06-30 13F JP Morgan Chase COM 46625H100 13,104 -36 -0.27 888 11.43 0.5793
2015-05-28 2015-03-31 13F JP Morgan Chase COM 46625H100 13,140 205 1.58 796 -1.61 0.5336
2015-02-11 2014-12-31 13F JP Morgan Chase COM 46625H100 12,935 14 0.11 809 3.98 0.5541
2014-11-14 2014-09-30 13F JP Morgan Chase COM 46625H100 12,921 -528 -3.93 778 0.52 0.5461
2014-08-14 2014-06-30 13F JP Morgan Chase COM 46625H100 13,449 -134 -0.99 775 -6.07 0.5259
2014-05-15 2014-03-31 13F JP Morgan Chase COM 46625H100 13,583 -266 -1.92 825 1.85 0.5755
2014-02-11 2013-12-31 13F JP Morgan Chase COM 46625H100 13,849 13,849 810 0.5923
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.