JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionMathes Company, Inc.
Latest Disclosed Ownership22,401 shares
Latest Disclosed Value $ 6,589
Mathes Company, Inc. reports 1.50% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Mathes Company, Inc. filed a 13F-HR form disclosing ownership of 22,401 shares of JPMorgan Chase & Co. (CL:JPM) valued at $6,589 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 22,071 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.50% 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)
2026-05-08 2026-03-31 13F JP Morgan Chase COM 46625H100 22,401 330 1.50 7 -14.29 2.4072
2026-02-09 2025-12-31 13F JP Morgan Chase COM 46625H100 22,071 210 0.96 7 16.67 2.5366
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 21,861 -150 -0.68 7 0.00 2.4758
2025-08-05 2025-06-30 13F JP Morgan Chase COM 46625H100 22,011 -1,147 -4.95 6 20.00 2.3671
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 23,158 -670 -2.81 6 0.00 2.3105
2025-01-31 2024-12-31 13F JP Morgan Chase COM 46625H100 23,828 -866 -3.51 6 0.00 2.0844
2024-10-29 2024-09-30 13F JP Morgan Chase COM 46625H100 24,694 -794 -3.12 5 0.00 1.8368
2024-08-12 2024-06-30 13F JP Morgan Chase COM 46625H100 25,488 445 1.78 5 0.00 1.8713
2024-05-02 2024-03-31 13F JP Morgan Chase COM 46625H100 25,043 -40 -0.16 5 25.00 1.8794
2024-01-30 2023-12-31 13F JP Morgan Chase COM 46625H100 25,083 4,843 23.93 4 33.33 1.7582
2023-10-26 2023-09-30 13F JP Morgan Chase COM 46625H100 20,240 -4,701 -18.85 4 0.00 1.6803
2023-07-25 2023-06-30 13F JP Morgan Chase COM 46625H100 24,941 -132 -0.53 4 0.00 1.5869
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 25,073 -360 -1.42 3 -99.89 1.6966
2022-10-18 2022-09-30 13F JP Morgan Chase COM 46625H100 25,433 -100 -0.39 2,658 -7.55 1.4819
2022-08-01 2022-06-30 13F JP Morgan Chase COM 46625H100 25,533 -300 -1.16 2,875 -18.37 1.3976
2022-06-15 2022-03-31 13F JP Morgan Chase COM 46625H100 25,833 -540 -2.05 3,522 -15.66 1.3654
2022-02-04 2021-12-31 13F JP Morgan Chase COM 46625H100 26,373 -605 -2.24 4,176 -5.43 1.4285
2021-10-29 2021-09-30 13F JP Morgan Chase COM 46625H100 26,978 -1,285 -4.55 4,416 0.45 1.6384
2021-07-20 2021-06-30 13F JP Morgan Chase COM 46625H100 28,263 -540 -1.87 4,396 0.25 1.5819
2021-04-28 2021-03-31 13F JP Morgan Chase COM 46625H100 28,803 -450 -1.54 4,385 17.97 1.6928
2021-01-20 2020-12-31 13F JP Morgan Chase COM 46625H100 29,253 365 1.26 3,717 33.66 1.5090
2020-10-26 2020-09-30 13F JP Morgan Chase COM 46625H100 28,888 -565 -1.92 2,781 0.40 1.2957
2020-07-27 2020-06-30 13F JP Morgan Chase COM 46625H100 29,453 -250 -0.84 2,770 3.59 1.3779
2020-04-21 2020-03-31 13F JP Morgan Chase COM 46625H100 29,703 -1,635 -5.22 2,674 -38.80 1.7782
2020-01-30 2019-12-31 13F JP Morgan Chase COM 46625H100 31,338 -195 -0.62 4,369 17.73 2.0403
2019-10-21 2019-09-30 13F JP Morgan Chase COM 46625H100 31,533 -125 -0.39 3,711 4.86 1.9143
2019-07-29 2019-06-30 13F JP Morgan Chase COM 46625H100 31,658 -100 -0.31 3,539 10.08 1.8739
2019-05-01 2019-03-31 13F JP Morgan Chase COM 46625H100 31,758 240 0.76 3,215 4.48 1.6367
2019-01-29 2018-12-31 13F JP Morgan Chase COM 46625H100 31,518 -5,270 -14.33 3,077 -25.87 1.9411
2018-10-31 2018-09-30 13F JP Morgan Chase COM 46625H100 36,788 -3,550 -8.80 4,151 -1.24 1.9380
2018-07-27 2018-06-30 13F JP Morgan Chase COM 46625H100 40,338 -3,735 -8.47 4,203 -13.29 2.0049
2018-04-27 2018-03-31 13F JP Morgan Chase COM 46625H100 44,073 -10,898 -19.82 4,847 -17.55 2.2635
2018-01-19 2017-12-31 13F JP Morgan Chase COM 46625H100 54,971 -255 -0.46 5,879 11.45 2.6896
2017-10-20 2017-09-30 13F JP Morgan Chase COM 46625H100 55,226 -500 -0.90 5,275 3.57 2.4839
2017-07-17 2017-06-30 13F JP Morgan Chase COM 46625H100 55,726 3,200 6.09 5,093 10.38 2.4380
2017-04-24 2017-03-31 13F JP Morgan Chase COM 46625H100 52,526 -585 -1.10 4,614 0.68 2.4534
2017-01-27 2016-12-31 13F JP Morgan Chase COM 46625H100 53,111 -1,875 -3.41 4,583 25.15 2.5244
2016-10-31 2016-09-30 13F JP Morgan Chase COM 46625H100 54,986 8,555 18.43 3,662 26.93 2.0760
2016-08-15 2016-06-30 13F JP Morgan Chase COM 46625H100 46,431 -3,735 -7.45 2,885 -2.89 1.6832
2016-04-25 2016-03-31 13F JP Morgan Chase COM 46625H100 50,166 -3,225 -6.04 2,971 -15.72 1.7839
2016-01-28 2015-12-31 13F JP Morgan Chase COM 46625H100 53,391 -17,965 -25.18 3,525 -18.98 2.0017
2015-11-03 2015-09-30 13F JP Morgan Chase COM 46625H100 71,356 -925 -1.28 4,351 -11.17 2.8713
2015-07-31 2015-06-30 13F JP Morgan Chase COM 46625H100 72,281 -200 -0.28 4,898 11.55 2.6169
2015-04-24 2015-03-31 13F JP Morgan Chase COM 46625H100 72,481 72,481 0.00 4,391 2.2530
2015-01-29 2014-12-31 13F JP Morgan Chase COM 46625H100 0 -80,306 -100.00 0 -100.00
2014-10-27 2014-09-30 13F JP Morgan Chase COM 46625H100 80,306 -140 -0.17 4,838 4.38 2.4369
2014-08-05 2014-06-30 13F JP Morgan Chase COM 46625H100 80,446 1,600 2.03 4,635 -3.18 2.2917
2014-04-24 2014-03-31 13F JP Morgan Chase COM 46625H100 78,846 39,440 100.09 4,787 107.77 2.5645
2014-01-30 2013-12-31 13F JP Morgan Chase COM 46625H100 39,406 39,406 2,304 1.2372
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.