JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionCooper/haims Advisors, Llc
Latest Disclosed Ownership4,314 shares
Latest Disclosed Value $ 1,269,075
Cooper/haims Advisors, Llc reports 27.78% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Cooper/haims Advisors, Llc filed a 13F-HR form disclosing ownership of 4,314 shares of JPMorgan Chase & Co. (CL:JPM) valued at $1,269,075 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,376 shares of JPMorgan Chase & Co.. This represents a change in shares of 27.78% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,314 938 27.78 1,269 16.74 0.5972
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,376 80 2.43 1,088 4.62 0.4944
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,296 35 1.07 1,040 9.95 0.4857
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,261 213 6.99 945 26.51 0.4657
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,048 -8 -0.26 748 2.05 0.4053
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,056 1 0.03 732 13.66 0.4154
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,055 -184 -5.68 644 -1.68 0.3542
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,239 319 10.92 655 12.16 0.3674
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,920 159 5.76 585 24.52 0.3401
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,761 -73 -2.58 470 14.11 0.2662
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,834 76 2.76 411 2.49 0.3198
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,758 119 4.51 401 16.91 0.3078
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,639 2 0.08 344 0.2752
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,637 -117 -4.25 0 -100.00 0.2511
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,754 -98 -3.44 288 -10.28 0.2385
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,852 67 2.41 321 -15.53 0.2106
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,785 -717 -20.47 380 -31.53 0.2477
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,502 1 0.03 555 -3.14 0.3416
2021-10-21 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,501 0 0.00 573 5.14 0.3454
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,501 1,070 44.01 545 47.30 0.3580
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,431 117 5.06 370 25.85 0.2618
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,314 2,314 294 0.2254
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,851 -100.00 0 -100.00
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,851 0 0.00 258 18.35 0.1419
2019-11-07 2019-09-30 13F JPMORGAN CHASE COM 46625H100 1,851 0 0.00 218 5.31 0.1331
2019-07-26 2019-06-30 13F JPMORGAN CHASE COM 46625H100 1,851 -37,058 -95.24 207 -94.74 0.1286
2019-04-26 2019-03-31 13F JPMORGAN CHASE COM 46625H100 38,909 38,909 3,939 1.7397
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 0 -2,084 -100.00 0 -100.00
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,084 -18 -0.86 235 7.31 0.1618
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,102 34 1.64 219 -3.52 0.1619
2018-05-02 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,068 -66 -3.09 227 -0.44 0.2000
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,134 2,134 228 0.2110
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.