JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionMeeder Asset Management Inc
Latest Disclosed Ownership417 shares
Latest Disclosed Value $ 122,665
Meeder Asset Management Inc reports 25.93% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Meeder Asset Management Inc filed a 13F-HR form disclosing ownership of 417 shares of JPMorgan Chase & Co. (CL:JPM) valued at $122,665 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 563 shares of JPMorgan Chase & Co.. This represents a change in shares of -25.93% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 417 -146 -25.93 123 -32.60 0.0070
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 563 -20 -3.43 181 -1.09 0.0098
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 583 -1,138 -66.12 184 -63.25 0.0105
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,721 249 16.92 499 37.95 0.0306
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,472 757 105.87 361 111.11 0.0244
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 715 -36 -4.79 171 8.23 0.0119
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 751 15 2.04 158 6.76 0.0106
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 736 -8,322 -91.87 149 -91.84 0.0104
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 9,058 1,894 26.44 1,814 48.93 0.1146
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,164 233 3.36 1,219 21.19 0.0949
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,931 -265 -3.68 1,005 -3.92 0.0793
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,196 -889 -11.00 1,047 -0.66 0.0761
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,085 -367 -4.34 1,054 -7.06 0.0841
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,452 -33,045 -79.63 1,133 -73.87 0.0992
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 41,497 -1,727 -4.00 4,336 -10.93 0.2500
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 43,224 5,186 13.63 4,868 -6.11 0.2825
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 38,038 38,038 5,185 0.1913
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 0 -56,682 -100.00 0 -100.00
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 56,682 -31,012 -35.36 9,279 -31.97 0.4867
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 87,694 -31,808 -26.62 13,640 -25.02 0.6365
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 119,502 96,721 424.57 18,191 528.36 0.9313
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 22,781 -54,375 -70.47 2,895 -61.03 0.6405
2020-11-02 2020-09-30 13F JPMORGAN CHASE COM 46625H100 77,156 -87,188 -53.05 7,428 -51.95 0.4806
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 164,344 -12,110 -6.86 15,458 -2.69 1.0061
2020-05-15 2020-03-31 13F JPMorgan Chase Common Stock 46625H100 176,454 80,826 84.52 15,886 19.17 1.2344
2020-02-13 2019-12-31 13F JPMorgan Chase Common Stock 46625H100 95,628 -18,237 -16.02 13,331 -0.51 0.8142
2019-10-17 2019-09-30 13F JPMorgan Chase Common Stock 46625H100 113,865 -19,879 -14.86 13,400 -10.40 0.8910
2019-08-05 2019-06-30 13F JPMorgan Chase Common Stock 46625H100 133,744 65,087 94.80 14,955 115.18 1.0432
2019-04-16 2019-03-31 13F JPMorgan Chase Common Stock 46625H100 68,657 -26,604 -27.93 6,950 -25.26 0.5488
2019-01-17 2018-12-31 13F JPMorgan Chase Common Stock 46625H100 95,261 27,546 40.68 9,299 21.70 0.8293
2018-11-02 2018-09-30 13F JPMorgan Chase Common Stock 46625H100 67,715 -45,512 -40.20 7,641 -99.94 0.5732
2018-07-24 2018-06-30 13F JPMorgan Chase Common Stock 46625H100 113,227 -9,255 -7.56 11,798,253 87,495.61 1.0163
2018-05-03 2018-03-31 13F JP Morgan Chase Common Stock 46625H100 122,482 9,421 8.33 13,469 11.40 1.2504
2018-02-02 2017-12-31 13F JP Morgan Chase Common Stock 46625H100 113,061 3,709 3.39 12,091 15.75 1.0274
2017-10-20 2017-09-30 13F JPMorgan Chase Common Stock 46625H100 109,352 -10,974 -9.12 10,446 -5.02 1.1376
2017-07-13 2017-06-30 13F JPMorgan Chase Common Stock 46625H100 120,326 -60,371 -33.41 10,998 -30.71 1.0483
2017-05-12 2017-03-31 13F JPMorgan Chase Common Stock 46625H100 180,697 55,624 44.47 15,872 47.06 1.4206
2017-01-11 2016-12-31 13F JPMorgan Chase Common Stock 46625H100 125,073 60,806 94.61 10,793 152.23 1.0335
2016-10-19 2016-09-30 13F JPMorgan Chase Common Stock 46625H100 64,267 -127,173 -66.43 4,279 -64.03 0.3632
2016-07-22 2016-06-30 13F JPMorgan Chase Common Stock 46625H100 191,440 -9,126 -4.55 11,897 0.17 1.1131
2016-05-12 2016-03-31 13F JPMorgan Chase Common Stock 46625H100 200,566 -45,075 -18.35 11,877 -26.78 1.1165
2016-01-15 2015-12-31 13F JP Morgan Chase Common Stock 46625H100 245,641 55,849 29.43 16,221 40.20 1.4645
2015-10-15 2015-09-30 13F JP Morgan Chase Common Stock 46625H100 189,792 1,938 1.03 11,570 -9.11 1.1325
2015-07-20 2015-06-30 13F JP Morgan Chase Common Stock 46625H100 187,854 63,907 51.56 12,730 69.55 1.2924
2015-04-29 2015-03-31 13F JP Morgan Chase Common Stock 46625H100 123,947 123,947 0.00 7,508 0.8050
2015-01-27 2014-12-31 13F JP Morgan Chase Common Stock 46625H100 0 -110,935 -100.00 0 -100.00
2014-10-15 2014-09-30 13F JP Morgan Chase Common Stock 46625H100 110,935 -45,255 -28.97 6,683 -25.74 0.9794
2014-07-18 2014-06-30 13F JP Morgan Chase Common Stock 46625H100 156,190 95,165 155.94 8,999 142.89 1.3339
2014-04-22 2014-03-31 13F JP Morgan Chase Common Stock 46625H100 61,025 54,615 852.03 3,705 888.00 0.6086
2014-01-28 2013-12-31 13F JP Morgan Chase Common Stock 46625H100 6,410 -210,735 -97.05 375 -96.66 0.0641
2013-10-15 2013-09-30 13F JP Morgan Chase Common Stock 46625H100 217,145 42,820 24.56 11,225 21.97 2.1336
2013-07-16 2013-06-30 13F JP Morgan Chase Common Stock 46625H100 174,325 174,325 9,203 1.8267
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.