JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionRiverwater Partners LLC
Latest Disclosed Ownership2,217 shares
Latest Disclosed Value $ 652,153
Riverwater Partners LLC reports 1.23% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Riverwater Partners LLC filed a 13F-HR form disclosing ownership of 2,217 shares of JPMorgan Chase & Co. (CL:JPM) valued at $652,153 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,190 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.23% 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 JPMORGAN CHASE COM 46625H100 2,217 27 1.23 652 -7.52 0.2174
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,190 12 0.55 706 2.62 0.2731
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,178 -24 -1.09 687 7.68 0.2851
2025-08-01 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,202 239 12.18 638 32.64 0.3006
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,963 288 17.19 482 19.95 0.2472
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,675 9 0.54 402 16.23 0.1954
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,666 -28 -1.65 345 0.88 0.1714
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,694 332 24.38 343 25.74 0.2539
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,362 1,362 273 0.2006
2023-04-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 0 -3,147 -100.00 0 -100.00
2023-01-12 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,147 47 1.52 422 30.25 0.3604
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,100 6 0.19 324 -6.90 0.3236
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,094 3,094 348 0.3508
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 0 -5,661 -100.00 0 -100.00
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,661 5,661 896 0.7960
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.