JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionDoheny Asset Management /ca
Latest Disclosed Ownership4,024 shares
Latest Disclosed Value $ 1,184
Doheny Asset Management /ca ownership in JPM / JPMorgan Chase & Co.

On May 7, 2026 - Doheny Asset Management /ca filed a 13F-HR form disclosing ownership of 4,024 shares of JPMorgan Chase & Co. (CL:JPM) valued at $1,184 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,024 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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 4,024 0 0.00 1 0.00 0.7718
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,024 0 0.00 1 0.00 0.7919
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,024 0 0.00 1 0.00 0.8051
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,024 0 0.00 1 0.8176
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,024 98 2.50 1 0.7728
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,926 0 0.00 1 0.7023
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,926 -979 -19.96 1 0.5654
2024-08-15 2024-06-30 13F/A-1 J P MORGAN CHASE COM 46625H100 4,905 0 0.00 1 0.7067
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,779 -1,126 0 0.3355
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,905 0 0.00 1 0.8071
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,905 -1,000 -16.93 1 0.8168
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,905 0 0.00 1 0.8298
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,905 0 0.00 1 0.7363
2023-05-16 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,905 1,801 43.88 1 0.6905
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,104 -1,966 -32.39 1 -100.00 0.6380
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,070 -1,335 -18.03 634 -37.17 0.6352
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,405 50 0.68 1,009 -13.39 0.7362
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,355 -334 -4.34 1,165 -7.47 0.8167
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,689 0 0.00 1,259 5.27 0.9003
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,689 -200 -2.54 1,196 -0.42 0.7700
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,889 0 0.00 1,201 19.86 0.8141
2021-02-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,889 -275 -3.37 1,002 27.48 0.6964
2020-11-12 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 8,164 4,385 116.04 786 121.41 0.6495
2020-11-12 2020-09-30 13F J P MORGAN CHASE COM 46625H100 7,779 4,000 1,084 859,049.3399
2020-08-18 2020-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 3,779 -4,000 -51.42 355 -67.25 0.3355
2020-08-17 2020-06-30 13F J P MORGAN CHASE COM 46625H100 7,779 0 1,084 859,049.3399
2020-05-14 2020-03-31 13F J P MORGAN CHASE COM 46625H100 7,779 0 0.00 1,084 0.00 0.8590
2020-02-11 2019-12-31 13F J P MORGAN CHASE COM 46625H100 7,779 -100 -1.27 1,084 16.94 0.8590
2019-11-15 2019-09-30 13F J P MORGAN CHASE COM 46625H100 7,879 -500 -5.97 927 -1.07 0.8047
2019-08-14 2019-06-30 13F J P MORGAN CHASE COM 46625H100 8,379 2,325 38.40 937 52.85 0.7837
2019-05-14 2019-03-31 13F J P MORGAN CHASE COM 46625H100 6,054 500 9.00 613 13.10 0.5213
2019-02-13 2018-12-31 13F J P MORGAN CHASE COM 46625H100 5,554 -579 -9.44 542 -21.68 0.3968
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 6,133 0 0.00 692 8.29 0.3621
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,133 0 0.00 639 -5.19 0.3464
2018-05-16 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,133 0 0.00 674 2.74 0.3538
2018-02-15 2017-12-31 13F JPMORGAN CHASE COM 46625H100 6,133 1,221 24.86 656 39.87 0.3058
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 4,912 0 0.00 469 4.45 0.2157
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 4,912 -50 -1.01 449 2.98 0.2106
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 4,962 -620 -11.11 436 -9.54 0.1970
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 5,582 2,480 79.95 482 132.85 0.2334
2016-11-15 2016-09-30 13F JPMORGAN CHASE COM 46625H100 3,102 -200 -6.06 207 0.98 0.1063
2016-08-10 2016-06-30 13F J.P. MORGAN CHASE COM 46625H100 3,302 -650 -16.45 205 -12.39 0.1029
2016-05-13 2016-03-31 13F J.P. MORGAN CHASE COM 46625H100 3,952 0 0.00 234 -10.34 0.1207
2016-02-09 2015-12-31 13F J.P. MORGAN CHASE COM 46625H100 3,952 0 0.00 261 8.30 0.1276
2015-11-17 2015-09-30 13F J.P. MORGAN CHASE COM 46625H100 3,952 -100 -2.47 241 -12.36 0.1249
2015-08-14 2015-06-30 13F J.P. MORGAN CHASE COM 46625H100 4,052 4,052 275 0.1230
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.