JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionD'Orazio & Associates, Inc.
Latest Disclosed Ownership6,283 shares
Latest Disclosed Value $ 1,848,247
D'Orazio & Associates, Inc. reports 1.12% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - D'Orazio & Associates, Inc. filed a 13F-HR form disclosing ownership of 6,283 shares of JPMorgan Chase & Co. (CL:JPM) valued at $1,848,247 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 6,354 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.12% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 6,283 -71 -1.12 1,848 -9.72 0.2394
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,354 102 1.63 2,047 3.80 0.2140
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,252 105 1.71 1,972 10.72 0.2604
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,147 -156 -2.48 1,782 15.20 0.2511
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,303 303 5.05 1,546 7.51 0.2344
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,000 103 1.75 1,438 15.69 0.2116
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,897 251 4.45 1,243 8.94 0.1761
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,646 296 5.53 1,142 6.54 0.1752
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,350 610 12.87 1,072 32.88 0.1727
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,740 527 12.51 806 31.91 0.1444
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,213 179 4.44 611 4.27 0.1371
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,034 550 15.79 587 29.07 0.1369
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,484 193 5.86 454 2.95 0.1177
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,291 287 9.55 441 40.45 0.1045
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,004 933 45.05 314 34.76 0.0918
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,071 465 28.95 233 6.39 0.0619
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,606 64 4.15 219 -10.25 0.0528
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,542 -114 -6.88 244 -9.96 0.0563
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,656 622 60.15 271 68.32 0.0660
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,034 0 0.00 161 2.55 0.0415
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,034 0 0.00 157 19.85 0.0439
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,034 55 5.62 131 39.36 0.0424
2020-10-19 2020-09-30 13F JPMORGAN CHASE COM 46625H100 979 -18 -1.81 94 0.00 0.0380
2020-07-22 2020-06-30 13F JPMORGAN CHASE COM 46625H100 997 218 27.98 94 34.29 0.0409
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 779 0 0.00 70 -35.78 0.0343
2020-01-22 2019-12-31 13F JPMORGAN CHASE COM 46625H100 779 0 0.00 109 18.48 0.0322
2019-11-01 2019-09-30 13F JPMORGAN CHASE COM 46625H100 779 0 0.00 92 5.75 0.0295
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 779 -36 -4.42 87 6.10 0.0251
2019-05-01 2019-03-31 13F JPMORGAN CHASE COM 46625H100 815 36 4.62 82 7.89 0.0243
2019-01-23 2018-12-31 13F JPMORGAN CHASE COM 46625H100 779 300 62.63 76 40.74 0.0250
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 479 0 0.00 54 8.00 0.0197
2018-08-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 479 -35 -6.81 50 -10.71 0.0192
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 514 -64 -11.07 56 -9.68 0.0209
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 578 99 20.67 62 34.78 0.0218
2017-11-14 2017-09-30 13F JP Morgan Chase COM 46625H100 479 0 0.00 46 4.55 0.0171
2017-08-14 2017-06-30 13F JP Morgan Chase COM 46625H100 479 0 0.00 44 4.76 0.0171
2017-05-16 2017-03-31 13F JP Morgan Chase COM 46625H100 479 0 0.00 42 2.44 0.0164
2017-02-15 2016-12-31 13F JP Morgan Chase COM 46625H100 479 1 0.21 41 32.26 0.0164
2016-11-14 2016-09-30 13F JP Morgan Chase COM 46625H100 478 -1 -0.21 31 3.33 0.0124
2016-08-09 2016-06-30 13F JP Morgan Chase COM 46625H100 479 1 0.21 30 7.14 0.0119
2016-05-13 2016-03-31 13F JP Morgan Chase COM 46625H100 478 -1 -0.21 28 -12.50 0.0118
2016-02-11 2015-12-31 13F JP Morgan Chase COM 46625H100 479 -214 -30.88 32 -27.27 0.0156
2015-10-28 2015-09-30 13F JP Morgan Chase COM 46625H100 693 214 44.68 44 33.33 0.0223
2015-07-17 2015-06-30 13F JP Morgan Chase COM 46625H100 479 0 0.00 33 13.79 0.0220
2015-07-07 2015-03-31 13F JP Morgan Chase COM 46625H100 479 0 0.00 29 -3.33 0.0229
2015-07-07 2014-12-31 13F JP Morgan Chase COM 46625H100 479 0 0.00 30 3.45 0.0203
2015-08-10 2014-09-30 13F JP Morgan Chase COM 46625H100 479 0 0.00 29 3.57 0.0212
2015-08-10 2014-06-30 13F JP Morgan Chase COM 46625H100 479 0 0.00 28 -3.45 0.0210
2015-08-12 2014-03-31 13F JP Morgan Chase COM 46625H100 479 0 0.00 29 3.57 0.0228
2015-08-20 2013-12-31 13F JP Morgan Chase Com 46625H100 479 479 28 0.0238
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.