JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionFortem Financial Group, Llc
Latest Disclosed Ownership8,819 shares
Latest Disclosed Value $ 2,594,088
Fortem Financial Group, Llc reports 16.51% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Fortem Financial Group, Llc filed a 13F-HR form disclosing ownership of 8,819 shares of JPMorgan Chase & Co. (CL:JPM) valued at $2,594,088 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 10,563 shares of JPMorgan Chase & Co.. This represents a change in shares of -16.51% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,819 -1,744 -16.51 2,594 -23.77 0.6509
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,563 79 0.75 3,403 2.93 0.9098
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,484 -794 -7.04 3,307 1.13 0.9498
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,278 -820 -6.78 3,270 10.18 1.0543
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 12,098 -76 -0.62 2,968 1.68 1.1545
2025-01-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 12,174 333 2.81 2,918 16.91 1.1306
2024-11-18 2024-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 11,841 -2,787 -19.05 2,497 -15.62 1.0153
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,841 -2,787 2,497 1.0153
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 14,628 -239 -1.61 2,959 -0.64 1.2721
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 14,867 974 7.01 2,978 25.98 1.3071
2024-02-13 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 13,893 973 7.53 2,363 26.16 1.1756
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 13,893 973 2,363 1.1756
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 12,920 -2,723 -17.41 1,874 -17.67 1.0988
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 15,643 1,038 7.11 2,275 19.55 1.3484
2023-04-21 2023-03-31 13F JPMORGAN CHASE COM 46625H100 14,605 548 3.90 1,903 0.95 1.2396
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 14,057 -126 -0.89 1,885 27.19 1.1051
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 14,183 -25 -0.18 1,482 -7.37 1.0258
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 14,208 -967 -6.37 1,600 -22.67 1.0458
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 15,175 -215 -1.40 2,069 -15.10 0.9056
2022-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 15,390 143 0.94 2,437 -2.36 1.1114
2021-10-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 15,247 14 0.09 2,496 5.36 1.2649
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 15,233 752 5.19 2,369 7.49 1.2007
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 14,481 -92 -0.63 2,204 19.01 1.2762
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 14,573 -162 -1.10 1,852 30.51 1.1094
2020-10-15 2020-09-30 13F JPMORGAN CHASE COM 46625H100 14,735 -2,817 -16.05 1,419 -14.05 1.0269
2020-07-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 17,552 -1,917 -9.85 1,651 -5.82 1.2751
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 19,469 -229 -1.16 1,753 -36.16 1.5973
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 19,698 463 2.41 2,746 21.29 2.0366
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 19,235 2,584 15.52 2,264 21.59 1.9305
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 16,651 223 1.36 1,862 11.97 1.8718
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 16,428 884 5.69 1,663 9.62 1.7266
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 15,544 15,544 1,517 1.8281
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.