JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionS&co Inc
Latest Disclosed Ownership23,935 shares
Latest Disclosed Value $ 7,040
S&co Inc ownership in JPM / JPMorgan Chase & Co.

On May 7, 2026 - S&co Inc filed a 13F-HR form disclosing ownership of 23,935 shares of JPMorgan Chase & Co. (CL:JPM) valued at $7,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 23,935 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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 JP MORGAN CHASE COM 46625H100 23,935 0 0.00 7 0.00 0.4368
2026-02-05 2025-12-31 13F JP MORGAN CHASE COM 46625H100 23,935 -60 -0.25 8 0.00 0.4790
2025-11-06 2025-09-30 13F JP MORGAN CHASE COM 46625H100 23,995 -323 -1.33 8 0.00 0.4633
2025-08-07 2025-06-30 13F JP MORGAN CHASE COM 46625H100 24,318 -112 -0.46 7 40.00 0.4521
2025-05-08 2025-03-31 13F JP MORGAN CHASE COM 46625H100 24,430 -300 -1.21 6 0.00 0.4021
2025-02-07 2024-12-31 13F JP MORGAN CHASE COM 46625H100 24,730 -10 -0.04 6 0.00 0.4023
2024-11-07 2024-09-30 13F JP MORGAN CHASE COM 46625H100 24,740 -259 -1.04 5 0.00 0.3408
2024-08-08 2024-06-30 13F JP MORGAN CHASE COM 46625H100 24,999 0 0.00 5 0.00 0.3526
2024-05-09 2024-03-31 13F JP MORGAN CHASE COM 46625H100 24,999 0 0.00 5 25.00 0.3526
2024-02-12 2023-12-31 13F JP MORGAN CHASE COM 46625H100 24,999 0 0.00 4 33.33 0.3260
2023-11-09 2023-09-30 13F JP MORGAN CHASE COM 46625H100 24,999 200 0.81 4 0.00 0.2977
2023-08-08 2023-06-30 13F JP MORGAN CHASE COM 46625H100 24,799 0 0.00 4 0.00 0.2905
2023-05-09 2023-03-31 13F JP MORGAN CHASE COM 46625H100 24,799 0 0.00 3 0.00 0.2744
2023-02-07 2022-12-31 13F JP MORGAN CHASE COM 46625H100 24,799 0 0.00 3 -99.88 0.2911
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 24,799 0 0.00 2,591 -7.20 0.2333
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 24,799 144 0.58 2,792 -16.90 0.2347
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 24,655 0 0.00 3,360 -13.93 0.2359
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 24,655 1,000 4.23 3,904 0.83 0.2757
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 23,655 0 0.00 3,872 5.25 0.3019
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 23,655 0 0.00 3,679 2.17 0.2873
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 23,655 0 0.00 3,601 19.79 0.3030
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 23,655 0 0.00 3,006 32.02 0.2684
2020-12-11 2020-09-30 13F JPMORGAN CHASE COM 46625H100 23,655 0 0.00 2,277 2.34 0.2270
2020-12-16 2020-06-30 13F JPMORGAN CHASE COM 46625H100 23,655 0 0.00 2,225 4.46 0.2445
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 23,655 0 0.00 2,130 -35.42 0.2845
2020-01-24 2019-12-31 13F JPMORGAN CHASE COM 46625H100 23,655 -362 -1.51 3,298 16.66 0.3441
2019-10-29 2019-09-30 13F JPMORGAN CHASE COM 46625H100 24,017 105 0.44 2,827 5.76 0.3131
2019-07-23 2019-06-30 13F JPMORGAN CHASE COM 46625H100 23,912 -50 -0.21 2,673 10.18 0.2933
2019-04-24 2019-03-31 13F JPMORGAN CHASE COM 46625H100 23,962 -185 -0.77 2,426 2.93 0.2701
2019-01-29 2018-12-31 13F JPMORGAN CHASE COM 46625H100 24,147 -430 -1.75 2,357 -15.00 0.2989
2018-11-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 24,577 -2,680 -9.83 2,773 -2.36 0.3104
2018-07-27 2018-06-30 13F JPMORGAN CHASE COM 46625H100 27,257 1,234 4.74 2,840 -0.77 0.3416
2018-05-02 2018-03-31 13F JPMORGAN CHASE COM 46625H100 26,023 1,212 4.88 2,862 7.88 0.3600
2018-01-22 2017-12-31 13F JPMORGAN CHASE COM 46625H100 24,811 -210 -0.84 2,653 11.00 0.3291
2017-11-02 2017-09-30 13F JPMORGAN CHASE COM 46625H100 25,021 0 0.00 2,390 4.50 0.3053
2017-07-28 2017-06-30 13F JPMORGAN CHASE COM 46625H100 25,021 0 0.00 2,287 4.05 0.3024
2017-04-07 2017-03-31 13F JPMORGAN CHASE COM 46625H100 25,021 2,503 11.12 2,198 13.12 0.2991
2017-01-27 2016-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 22,518 -13,600 -37.65 1,943 -19.21 0.2811
2017-01-25 2016-12-31 13F JPMORGAN CHASE COM 46625H100 22,518 1,943
2016-10-28 2016-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 36,118 -794 -2.15 2,405 4.84 0.3610
2016-07-21 2016-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 36,912 2,680 7.83 2,294 13.17 0.3549
2016-04-29 2016-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 34,232 0 0.00 2,027 -10.31 0.3285
2016-01-27 2015-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 34,232 -241 -0.70 2,260 7.52 0.3797
2015-10-28 2015-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 34,473 -200 -0.58 2,102 -10.52 0.3622
2015-07-13 2015-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 34,673 190 0.55 2,349 12.45 0.3436
2015-04-27 2015-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 34,483 300 0.88 2,089 -2.34 0.2969
2015-01-20 2014-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 34,183 -546 -1.57 2,139 2.25 0.3101
2014-10-31 2014-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 34,729 490 1.43 2,092 6.03 0.3201
2014-07-24 2014-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 34,239 0 0.00 1,973 -5.10 0.2739
2014-04-28 2014-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 34,239 -200 -0.58 2,079 3.23 0.3108
2014-02-07 2013-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 34,439 -3,495 -9.21 2,014 2.70 0.3365
2013-10-22 2013-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 37,934 0 0.00 1,961 -2.10 0.3442
2013-07-24 2013-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 37,934 37,934 2,003 0.3042
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.