JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionGreenleaf Trust
Latest Disclosed Ownership90,465 shares
Latest Disclosed Value $ 26,611,185
Greenleaf Trust reports 3.89% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Greenleaf Trust filed a 13F-HR form disclosing ownership of 90,465 shares of JPMorgan Chase & Co. (CL:JPM) valued at $26,611,185 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 94,126 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.89% 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)
2026-04-27 2026-03-31 13F J P Morgan Chase Com 46625H100 90,465 -3,661 -3.89 26,611 -12.26 0.2615
2026-01-21 2025-12-31 13F J P Morgan Chase Com 46625H100 94,126 -2,357 -2.44 30,329 -0.34 0.2780
2025-10-22 2025-09-30 13F J P Morgan Chase Com 46625H100 96,483 -18,811 -16.32 30,434 -8.95 0.2767
2025-07-17 2025-06-30 13F J P Morgan Chase Com 46625H100 115,294 -19,280 -14.33 33,425 1.25 0.2955
2025-04-30 2025-03-31 13F J P Morgan Chase Com 46625H100 134,574 4,895 3.77 33,011 6.20 0.3011
2025-01-24 2024-12-31 13F J P Morgan Chase COM 46625H100 129,679 1,112 0.86 31,085 14.67 0.2829
2024-10-22 2024-09-30 13F J P Morgan Chase COM 46625H100 128,567 2,837 2.26 27,110 6.60 0.2412
2024-07-22 2024-06-30 13F J P Morgan Chase COM 46625H100 125,730 580 0.46 25,430 1.45 0.2412
2024-04-29 2024-03-31 13F J P Morgan Chase COM 46625H100 125,150 1,761 1.43 25,068 19.43 0.2330
2024-01-31 2023-12-31 13F J P Morgan Chase COM 46625H100 123,389 1,376 1.13 20,988 18.62 0.2250
2023-11-09 2023-09-30 13F J P Morgan Chase COM 46625H100 122,013 9,188 8.14 17,694 7.83 0.2041
2023-08-09 2023-06-30 13F J P Morgan Chase COM 46625H100 112,825 -1,018 -0.89 16,409 10.62 0.1744
2023-05-11 2023-03-31 13F J P Morgan Chase COM 46625H100 113,843 6,207 5.77 14,835 105,857.14 0.1676
2023-01-25 2022-12-31 13F J P Morgan Chase COM 46625H100 107,636 9,152 9.29 14 -99.86 0.1828
2022-11-10 2022-09-30 13F J P Morgan Chase COM 46625H100 98,484 13,876 16.40 10,292 8.02 0.1523
2022-08-12 2022-06-30 13F J P Morgan Chase COM 46625H100 84,608 10,903 14.79 9,528 -5.17 0.1442
2022-04-27 2022-03-31 13F J P Morgan Chase COM 46625H100 73,705 8,330 12.74 10,047 -2.95 0.1199
2022-02-11 2021-12-31 13F J P Morgan Chase COM 46625H100 65,375 5,472 9.13 10,352 5.57 0.1213
2021-11-12 2021-09-30 13F J P Morgan Chase COM 46625H100 59,903 1,540 2.64 9,806 8.02 0.1196
2021-08-10 2021-06-30 13F J P Morgan Chase COM 46625H100 58,363 1,762 3.11 9,078 5.36 0.1126
2021-04-30 2021-03-31 13F J P Morgan Chase COM 46625H100 56,601 784 1.40 8,616 21.47 0.1138
2021-02-08 2020-12-31 13F J P Morgan Chase COM 46625H100 55,817 4,971 9.78 7,093 44.90 0.0943
2020-10-30 2020-09-30 13F J P Morgan Chase COM 46625H100 50,846 3,336 7.02 4,895 9.53 0.0759
2020-08-12 2020-06-30 13F J P Morgan Chase COM 46625H100 47,510 -1,639 -3.33 4,469 0.99 0.0783
2020-04-29 2020-03-31 13F J P Morgan Chase COM 46625H100 49,149 -6,641 -11.90 4,425 -43.10 0.0880
2020-02-11 2019-12-31 13F J P Morgan Chase COM 46625H100 55,790 1,516 2.79 7,777 21.74 0.1218
2019-11-08 2019-09-30 13F J P Morgan Chase COM 46625H100 54,274 2,632 5.10 6,388 10.63 0.0992
2019-07-24 2019-06-30 13F J P Morgan Chase COM 46625H100 51,642 7,325 16.53 5,774 28.71 0.0914
2019-05-08 2019-03-31 13F J P Morgan Chase COM 46625H100 44,317 3,887 9.61 4,486 13.66 0.0739
2019-02-07 2018-12-31 13F J P Morgan Chase COM 46625H100 40,430 -1,478 -3.53 3,947 -16.54 0.0781
2018-10-29 2018-09-30 13F J P Morgan Chase COM 46625H100 41,908 2,397 6.07 4,729 14.87 0.0855
2018-08-07 2018-06-30 13F J P Morgan Chase COM 46625H100 39,511 7,264 22.53 4,117 16.10 0.0784
2018-04-30 2018-03-31 13F J P Morgan Chase COM 46625H100 32,247 1,850 6.09 3,546 9.07 0.0704
2018-02-08 2017-12-31 13F J P Morgan Chase COM 46625H100 30,397 1,406 4.85 3,251 17.41 0.0660
2017-11-13 2017-09-30 13F J P Morgan Chase COM 46625H100 28,991 3,852 15.32 2,769 20.50 0.0607
2017-07-24 2017-06-30 13F J P Morgan Chase COM 46625H100 25,139 -1,623 -6.06 2,298 -2.25 0.0525
2017-04-28 2017-03-31 13F J P Morgan Chase COM 46625H100 26,762 2,697 11.21 2,351 13.19 0.0566
2017-01-24 2016-12-31 13F J P Morgan Chase COM 46625H100 24,065 -936 -3.74 2,077 24.74 0.0545
2016-10-19 2016-09-30 13F J P Morgan Chase COM 46625H100 25,001 7,693 44.45 1,665 54.74 0.0438
2016-07-28 2016-06-30 13F J P Morgan Chase COM 46625H100 17,308 -1,008 -5.50 1,076 -0.83 0.0276
2016-04-28 2016-03-31 13F J P Morgan Chase COM 46625H100 18,316 -595 -3.15 1,085 -13.13 0.0295
2016-02-05 2015-12-31 13F J P Morgan Chase COM 46625H100 18,911 850 4.71 1,249 13.44 0.0377
2015-10-30 2015-09-30 13F J P Morgan Chase COM 46625H100 18,061 -2,526 -12.27 1,101 -21.08 0.0329
2015-08-12 2015-06-30 13F J P Morgan Chase COM 46625H100 20,587 739 3.72 1,395 16.06 0.0403
2015-04-20 2015-03-31 13F J P Morgan Chase COM 46625H100 19,848 19,848 0.00 1,202 0.0361
2015-02-02 2014-12-31 13F J P Morgan Chase COM 46625H100 0 -4,851 -100.00 0 -100.00
2014-10-20 2014-09-30 13F J P Morgan Chase COM 46625H100 4,851 553 12.87 292 17.74 0.0096
2014-08-12 2014-06-30 13F J P Morgan Chase COM 46625H100 4,298 4,298 248 0.0079
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.