JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionKlingman & Associates, LLC
Latest Disclosed Ownership25,794 shares
Latest Disclosed Value $ 7,587,450
Klingman & Associates, LLC reports 9.19% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Klingman & Associates, LLC filed a 13F-HR form disclosing ownership of 25,794 shares of JPMorgan Chase & Co. (CL:JPM) valued at $7,587,450 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 28,403 shares of JPMorgan Chase & Co.. This represents a change in shares of -9.19% 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.

Upgrade to unlock premium data and export to Excel .

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 25,794 -2,609 -9.19 7,587 -17.10 0.3632
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 28,403 -198 -0.69 9,152 1.45 0.4415
2025-10-27 2025-09-30 13F JPMORGAN CHASE COM 46625H100 28,601 7,939 38.42 9,022 50.63 0.4551
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 20,662 1,315 6.80 5,990 26.22 0.3303
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,347 1,248 6.90 4,746 9.38 0.2906
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 18,099 -9,158 -33.60 4,339 -24.52 0.2668
2024-11-01 2024-09-30 13F JPMORGAN CHASE COM 46625H100 27,257 2,725 11.11 5,747 15.84 0.3560
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 24,532 12,979 112.34 4,962 114.39 0.3352
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,553 184 1.62 2,314 19.71 0.1606
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,369 222 1.99 1,934 19.62 0.1420
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,147 -3,221 -22.42 1,616 -22.64 0.1307
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 14,368 348 2.48 2,090 14.40 0.1686
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 14,020 40 0.29 1,827 -2.56 0.1573
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 13,980 -406 -2.82 1,875 24.68 0.1644
2022-10-28 2022-09-30 13F JPMORGAN CHASE COM 46625H100 14,386 731 5.35 1,503 -2.28 0.1476
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 13,655 263 1.96 1,538 -15.73 0.1503
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 13,392 2,313 20.88 1,825 4.05 0.1550
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,079 329 3.06 1,754 -0.34 0.1507
2021-11-01 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,750 -259 -2.35 1,760 2.80 0.1644
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 11,009 -5,601 -33.72 1,712 -32.31 0.1642
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 16,610 888 5.65 2,529 26.58 0.2615
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 15,722 5,609 55.46 1,998 105.13 0.2306
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 10,113 2,897 40.15 974 43.45 0.1311
2020-08-04 2020-06-30 13F JPMORGAN CHASE COM 46625H100 7,216 -316 -4.20 679 0.15 0.1038
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,532 -837 -10.00 678 -41.90 0.1383
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,369 1,773 26.88 1,167 50.39 0.1910
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,596 60 0.92 776 6.16 0.1389
2019-09-27 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 6,536 -2,366 -26.58 731 -18.87 0.1358
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,587 -6,315 289
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 8,902 2,700 43.53 901 48.93 0.1756
2019-01-28 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,202 1,285 26.13 605 9.01 0.1362
2018-10-26 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,917 126 2.63 555 11.22 0.1136
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 4,791 -542 -10.16 499 -14.85 0.1074
2018-04-25 2018-03-31 13F JPMORGAN CHASE COM 46625H100 5,333 542 11.31 586 14.45 0.1314
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,791 -311 -6.10 512 5.13 0.1119
2017-10-24 2017-09-30 13F JPMORGAN CHASE COM 46625H100 5,102 -111 -2.13 487 2.31 0.1198
2017-07-21 2017-06-30 13F JPMORGAN CHASE COM 46625H100 5,213 790 17.86 476 22.37 0.1269
2017-05-04 2017-03-31 13F JPMORGAN CHASE COM 46625H100 4,423 -3,254 -42.39 389 -41.24 0.1079
2017-01-26 2016-12-31 13F JPMORGAN CHASE COM 46625H100 7,677 -14,701 -65.69 662 -55.57 0.2009
2016-10-19 2016-09-30 13F JPMORGAN CHASE COM 46625H100 22,378 300 1.36 1,490 8.60 0.4488
2016-08-03 2016-06-30 13F JPMORGAN CHASE COM 46625H100 22,078 -952 -4.13 1,372 0.59 0.4438
2016-04-18 2016-03-31 13F JPMORGAN CHASE COM 46625H100 23,030 0 0.00 1,364 -10.32 0.4888
2016-02-09 2015-12-31 13F JPMORGAN CHASE COM 46625H100 23,030 602 2.68 1,521 11.27 0.5687
2016-02-09 2015-09-30 13F JPMORGAN CHASE COM 46625H100 22,428 -126 -0.56 1,367 -10.54 0.5360
2016-02-09 2015-06-30 13F JPMORGAN CHASE COM 46625H100 22,554 126 0.56 1,528 12.44 0.6011
2016-02-09 2015-03-31 13F JPMORGAN CHASE COM 46625H100 22,428 0 0.00 1,359 -3.14 0.5588
2016-02-09 2014-12-31 13F JPMORGAN CHASE COM 46625H100 22,428 22,428 1,403 0.5829
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.