JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionDenali Advisors Llc
Latest Disclosed Ownership17,770 shares
Latest Disclosed Value $ 5,227,223
Denali Advisors Llc reports 2.90% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Denali Advisors Llc filed a 13F-HR form disclosing ownership of 17,770 shares of JPMorgan Chase & Co. (CL:JPM) valued at $5,227,223 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 17,270 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.90% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 17,770 500 2.90 5,227 -6.06 0.5810
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 17,270 100 0.58 5,565 2.75 0.6176
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 17,170 -200 -1.15 5,416 7.55 0.6119
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 17,370 -800 -4.40 5,036 12.97 0.5245
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 18,170 -400 -2.15 4,457 0.13 0.5073
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 18,570 -400 -2.11 4,451 11.28 0.4666
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 18,970 12,970 216.17 4,000 229.76 0.4298
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,000 -100 -1.64 1,214 -0.66 0.3321
2024-04-19 2024-03-31 13F JPMorgan Chase COM 46625H100 6,100 -600 -8.96 1,222 7.20 0.3597
2024-01-19 2023-12-31 13F JPMorgan Chase COM 46625H100 6,700 -400 -5.63 1,140 10.69 0.3482
2023-10-19 2023-09-30 13F JPMorgan Chase COM 46625H100 7,100 0 0.00 1,030 -0.29 0.3615
2023-07-18 2023-06-30 13F JPMorgan Chase COM 46625H100 7,100 100 1.43 1,033 13.16 0.3626
2023-04-21 2023-03-31 13F JPMorgan Chase COM 46625H100 7,000 -400 -5.41 912 -8.06 0.3795
2023-02-09 2022-12-31 13F JPMorgan Chase COM 46625H100 7,400 -900 -10.84 992 14.42 0.4160
2022-10-25 2022-09-30 13F JPMorgan Chase COM 46625H100 8,300 400 5.06 867 -2.58 0.4100
2022-07-20 2022-06-30 13F/A-1 JPMorgan Chase COM 46625H100 7,900 800 11.27 890 -8.06 0.3880
2022-07-18 2022-06-30 13F JPMorgan Chase COM 46625H100 7,900 800 890 0.3893
2022-04-19 2022-03-31 13F JPMorgan Chase COM 46625H100 7,100 800 12.70 968 -3.01 0.3738
2022-01-21 2021-12-31 13F JPMorgan Chase COM 46625H100 6,300 -200 -3.08 998 -6.20 0.3736
2021-10-12 2021-09-30 13F JPMorgan Chase COM 46625H100 6,500 2,800 75.68 1,064 85.04 0.4450
2021-08-20 2021-06-30 13F JPMorgan Chase COM 46625H100 3,700 -13,500 -78.49 575 -78.04 0.2203
2021-04-26 2021-03-31 13F JPMorgan Chase COM 46625H100 17,200 -63,300 -78.63 2,618 -74.41 0.8048
2021-01-20 2020-12-31 13F JPMorgan Chase COM 46625H100 80,500 -14,800 -15.53 10,229 11.49 1.7486
2020-10-16 2020-09-30 13F JPMorgan Chase COM 46625H100 95,300 4,200 4.61 9,175 7.07 1.8210
2020-07-23 2020-06-30 13F JPMorgan Chase COM 46625H100 91,100 -11,500 -11.21 8,569 -7.23 1.6601
2020-04-23 2020-03-31 13F JPMorgan Chase COM 46625H100 102,600 39,300 62.09 9,237 4.68 2.0072
2020-01-30 2019-12-31 13F JPMorgan Chase COM 46625H100 63,300 13,700 27.62 8,824 51.17 1.2508
2019-10-09 2019-09-30 13F JPMorgan Chase COM 46625H100 49,600 45,800 1,205.26 5,837 1,273.41 0.8160
2019-07-08 2019-06-30 13F JPMorgan Chase COM 46625H100 3,800 -600 -13.64 425 -4.49 0.0635
2019-04-12 2019-03-31 13F/A-1 JPMorgan Chase COM 46625H100 4,400 4,400 445 0.0712
2019-04-09 2019-03-31 13F JPMorgan Chase COM 46625H100 10,000 10,000 1,012
2018-10-06 2018-09-30 13F JPMorgan Chase COM 46625H100 0 -2,400 -100.00 0 -100.00
2018-07-11 2018-06-30 13F JPMorgan Chase COM 46625H100 2,400 -6,800 -73.91 250 -75.30 0.0376
2018-04-23 2018-03-31 13F JPMorgan Chase COM 46625H100 9,200 -15,900 -63.35 1,012 -62.30 0.1623
2018-01-23 2017-12-31 13F JPMorgan Chase COM 46625H100 25,100 -38,600 -60.60 2,684 -55.88 0.4164
2017-10-19 2017-09-30 13F JPMorgan Chase COM 46625H100 63,700 -35,200 -35.59 6,084 -32.69 1.0064
2017-07-14 2017-06-30 13F JPMorgan Chase COM 46625H100 98,900 98,900 9,039 1.4772
2017-04-07 2017-03-31 13F JPMorgan Chase COM 46625H100 0 -120,911 -100.00 0 -100.00
2017-01-10 2016-12-31 13F JPMorgan Chase COM 46625H100 120,911 -103,400 -46.10 10,433 -30.15 1.8120
2016-10-25 2016-09-30 13F JPMorgan Chase COM 46625H100 224,311 -90,189 -28.68 14,937 -23.57 2.2713
2016-07-13 2016-06-30 13F JPMorgan Chase COM 46625H100 314,500 122,100 63.46 19,543 71.52 3.3663
2016-04-11 2016-03-31 13F JPMorgan Chase COM 46625H100 192,400 19,900 11.54 11,394 0.04 2.4918
2016-01-07 2015-12-31 13F JPMorgan Chase COM 46625H100 172,500 -9,300 -5.12 11,390 2.76 2.5471
2015-10-06 2015-09-30 13F JPMorgan Chase COM 46625H100 181,800 -7,400 -3.91 11,084 -13.54 2.5610
2015-07-09 2015-06-30 13F JPMorgan Chase COM 46625H100 189,200 39,200 26.13 12,820 41.08 2.7888
2015-04-17 2015-03-31 13F JPMorgan Chase COM 46625H100 150,000 70,900 89.63 9,087 83.58 2.0817
2015-01-07 2014-12-31 13F JPMorgan Chase COM 46625H100 79,100 12,200 18.24 4,950 22.83 1.3991
2014-10-10 2014-09-30 13F JPMorgan Chase COM 46625H100 66,900 0 0.00 4,030 4.54 1.1620
2014-07-16 2014-06-30 13F JPMorgan Chase COM 46625H100 66,900 2,500 3.88 3,855 -1.41 1.0563
2014-04-17 2014-03-31 13F/A-1 JPMorgan Chase COM 46625H100 64,400 10,500 19.48 3,910 24.05 1.1277
2014-01-29 2013-12-31 13F JPMorgan Chase & Co COM 46625H100 3152 53900 SH SOLE 33100 0 20800 COM 46625H100 53,900 500 0.94 3,152 14.20 0.9900
2013-10-09 2013-09-30 13F JPMorgan Chase COM 46625H100 53,400 2,900 5.74 2,760 3.53 0.9512
2013-07-30 2013-06-30 13F JPMorgan Chase COM 46625H100 50,500 50,500 2,666 0.9936
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.