JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionDiversified Portfolios, Inc.
Latest Disclosed Ownership4,666 shares
Latest Disclosed Value $ 1,372,551
Diversified Portfolios, Inc. reports 4.48% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Diversified Portfolios, Inc. filed a 13F-HR form disclosing ownership of 4,666 shares of JPMorgan Chase & Co. (CL:JPM) valued at $1,372,551 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 4,885 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.48% 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)
2026-05-06 2026-03-31 13F JPMorgan Chase ETF 46625H100 4,666 -219 -4.48 1,373 -12.83 0.1128
2026-02-09 2025-12-31 13F JPMorgan Chase ETF 46625H100 4,885 315 6.89 1,574 9.23 0.1310
2025-11-12 2025-09-30 13F JPMorgan Chase ETF 46625H100 4,570 493 12.09 1,442 22.02 0.1272
2025-08-11 2025-06-30 13F JPMorgan Chase ETF 46625H100 4,077 409 11.15 1,182 31.37 0.1127
2025-04-22 2025-03-31 13F JPMorgan Chase ETF 46625H100 3,668 -20 -0.54 900 1.81 0.0946
2025-01-29 2024-12-31 13F JPMorgan Chase ETF 46625H100 3,688 -7 -0.19 884 13.35 0.0964
2024-11-06 2024-09-30 13F JPMorgan Chase ETF 46625H100 3,695 -4 -0.11 779 4.14 0.0875
2024-07-22 2024-06-30 13F JPMorgan Chase ETF 46625H100 3,699 0 0.00 748 1.08 0.0986
2024-05-07 2024-03-31 13F JPMorgan Chase ETF 46625H100 3,699 20 0.54 741 18.40 0.1043
2024-01-30 2023-12-31 13F JPMorgan Chase ETF 46625H100 3,679 -19 -0.51 626 16.60 0.0985
2023-11-02 2023-09-30 13F JPMorgan Chase ETF 46625H100 3,698 -142 -3.70 536 -3.94 0.1011
2023-08-09 2023-06-30 13F JPMorgan Chase COM 46625H100 3,840 -64 -1.64 558 9.84 0.1121
2023-05-02 2023-03-31 13F JPMorgan Chase COM 46625H100 3,904 3,904 509 0.1132
2022-11-07 2022-06-30 13F/A-1 JPMorgan Chase COM 46625H100 0 -1,709 -100.00 0 -100.00
2022-08-09 2022-06-30 13F JPMorgan Chase COM 46625H100 0 -1,709 0
2022-05-12 2022-03-31 13F JPMorgan Chase COM 46625H100 1,709 0 0.00 233 -14.02 0.0559
2022-01-31 2021-12-31 13F JPMorgan Chase COM 46625H100 1,709 -319 -15.73 271 -18.37 0.0652
2021-11-15 2021-09-30 13F JPMorgan Chase COM 46625H100 2,028 0 0.00 332 5.40 0.0918
2021-08-03 2021-06-30 13F JPMorgan Chase COM 46625H100 2,028 -82 -3.89 315 -1.87 0.1187
2021-05-04 2021-03-31 13F JPMorgan Chase COM 46625H100 2,110 -50 -2.31 321 17.15 0.1056
2021-02-09 2020-12-31 13F JPMorgan Chase COM 46625H100 2,160 -550 -20.30 274 4.98 0.0980
2020-10-28 2020-09-30 13F JPMorgan Chase COM 46625H100 2,710 390 16.81 261 19.72 0.1128
2020-08-04 2020-06-30 13F JPMorgan Chase COM 46625H100 2,320 2,320 218 0.1043
2020-05-12 2020-03-31 13F JPMorgan Chase COM 46625H100 0 -2,270 -100.00 0 -100.00
2020-02-04 2019-12-31 13F JPMorgan Chase COM 46625H100 2,270 125 5.83 316 25.40 0.1497
2019-11-12 2019-09-30 13F JPMorgan Chase COM 46625H100 2,145 276 14.77 252 20.57 0.1275
2019-08-13 2019-06-30 13F JPMorgan Chase COM 46625H100 1,869 -150 -7.43 209 2.45 0.1148
2019-05-14 2019-03-31 13F JPMorgan Chase COM 46625H100 2,019 2,019 204 0.1134
2019-02-12 2018-12-31 13F JPMorgan Chase COM 46625H100 0 -1,919 -100.00 0 -100.00
2018-10-10 2018-09-30 13F JPMorgan Chase COM 46625H100 1,919 1,919 217 0.1200
2018-07-31 2018-06-30 13F JPMorgan Chase COM 46625H100 0 -1,919 -100.00 0 -100.00
2018-04-17 2018-03-31 13F JPMorgan Chase COM 46625H100 1,919 0 0.00 211 2.93 0.1213
2018-01-10 2017-12-31 13F JPMorgan Chase COM 46625H100 1,919 1,919 205 0.1120
2017-10-24 2017-09-30 13F Morgan J P COM 46625H100 0 -2,519 -100.00 0 -100.00
2017-08-10 2017-06-30 13F Morgan J P COM 46625H100 2,519 -125 -4.73 230 -0.86 0.1366
2017-05-08 2017-03-31 13F Morgan J P COM 46625H100 2,644 2,644 232 0.1402
2015-05-08 2015-03-31 13F Morgan J P COM 46625H100 0 -6,294 -100.00 0 -100.00
2015-02-20 2014-12-31 13F Morgan J P COM 46625H100 6,294 6,294 394 0.2338
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.