JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionJustInvest LLC
Latest Disclosed Ownership502,465 shares
Latest Disclosed Value $ 147,805,104
JustInvest LLC reports 3.91% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - JustInvest LLC filed a 13F-HR form disclosing ownership of 502,465 shares of JPMorgan Chase & Co. (CL:JPM) valued at $147,805,104 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 483,548 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.91% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 502,465 18,917 3.91 147,805 -5.14 1.4507
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 483,548 30,850 6.81 155,809 9.04 1.5200
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 452,698 10,042 2.27 142,892 11.27 1.4636
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 442,656 77,378 21.18 128,420 43.32 1.4494
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 365,278 17,819 5.13 89,603 7.58 1.3212
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 347,459 18,957 5.77 83,289 20.24 1.2580
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 328,502 37,019 12.70 69,268 19.21 1.1155
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 291,483 33,567 13.01 58,107 12.48 1.1063
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 257,916 23,617 10.08 51,661 29.62 1.1087
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 234,299 422 0.18 39,854 17.51 1.0341
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 233,877 15,425 7.06 33,917 6.75 1.0139
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 218,452 23,542 12.08 31,772 25.10 0.9733
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 194,910 29,193 17.62 25,397 14.28 0.8821
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 165,717 11,282 7.31 22,223 37.70 0.9170
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 154,435 28,528 22.66 16,138 13.82 0.7298
2022-08-12 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 125,907 23,729 23.22 14,178 1.82 0.6567
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 125,907 23,729 14,178 0.6567
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 102,178 28,093 37.92 13,925 18.70 0.6741
2022-02-23 2021-12-31 13F JPMORGAN CHASE COM 46625H100 74,085 16,365 28.35 11,731 24.16 0.6914
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 57,720 19,334 50.37 9,448 58.23 0.8489
2021-08-11 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 38,386 6,019 18.60 5,971 21.19 0.6251
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 32,367 0 4,927 0.7499
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 32,367 12,099 59.70 4,927 91.34 0.7459
2021-01-20 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 20,268 2,605 14.75 2,575 51.47 0.5601
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 20,268 2,605 1,487 4,341,098.8498
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 17,663 2,231 14.46 1,700 17.08 0.4770
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 15,432 3,611 30.55 1,452 36.47 0.6586
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 11,821 11,821 1,064 0.6204
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.