JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionSpears Abacus Advisors LLC
Latest Disclosed Ownership209,220 shares
Latest Disclosed Value $ 61,544,226
Spears Abacus Advisors LLC reports 4.01% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Spears Abacus Advisors LLC filed a 13F-HR/A form disclosing ownership of 209,220 shares of JPMorgan Chase & Co. (CL:JPM) valued at $61,544,226 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 217,953 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.01% 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)
2026-05-15 2026-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 209,220 -8,733 -4.01 61,544 -12.37 1.2066
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 209,220 -8,733 60,023 1.1892
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 217,953 -20,931 -8.76 70,229 -6.80 1.3139
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 238,884 -7,350 -2.98 75,351 5.56 1.4213
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 246,234 -8,877 -3.48 71,386 14.07 1.4417
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 255,111 5,266 2.11 62,579 4.49 1.3475
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 249,845 -34,344 -12.08 59,890 -0.06 1.2303
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 284,189 -1,945 -0.68 59,924 3.54 1.1794
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 286,134 -2,133 -0.74 57,873 0.23 1.2007
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 288,267 74,305 34.73 57,740 58.65 1.1938
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 213,962 -5,846 -2.66 36,395 14.17 2.8978
2023-11-21 2023-09-30 13F JPMORGAN CHASE COM 46625H100 219,808 -978 -0.44 31,877 -0.73 2.7327
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 220,786 954 0.43 32,111 12.10 2.6198
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 219,832 904 0.41 28,646 -2.43 2.5650
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 218,928 -33,497 -13.27 29,358 11.30 2.7994
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 252,425 -1,035 -0.41 26,378 -7.58 2.6037
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 253,460 12,732 5.29 28,542 -13.02 2.5724
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 240,728 3,448 1.45 32,816 -12.66 2.4353
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 237,280 923 0.39 37,573 -2.88 2.5350
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 236,357 1,772 0.76 38,689 6.04 2.7971
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 234,585 -4,239 -1.77 36,487 0.36 2.6215
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 238,824 -183 -0.08 36,356 19.71 2.8095
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 239,007 -1,535 -0.64 30,371 31.15 2.5373
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 240,542 -695 -0.29 23,157 2.05 2.2057
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 241,237 -1,073 -0.44 22,691 4.02 2.3863
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 242,310 13,881 6.08 21,815 -31.49 2.6688
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 228,429 462 0.20 31,843 18.69 3.4055
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 227,967 -2,964 -1.28 26,829 3.92 3.1115
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 230,931 -1,200 -0.52 25,818 9.87 3.0325
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 232,131 3,824 1.67 23,499 5.44 2.9976
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 228,307 -23,243 -9.24 22,287 -21.48 3.2702
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 251,550 -2,774 -1.09 28,385 7.11 3.3911
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 254,324 11,244 4.63 26,501 -0.86 3.4405
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 243,080 -1,020 -0.42 26,732 2.41 3.4771
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 244,100 476 0.20 26,104 12.18 3.1787
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 243,624 -3,225 -1.31 23,269 3.13 2.7838
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 246,849 -5,079 -2.02 22,562 1.96 2.8037
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 251,928 -110,126 -30.42 22,129 -29.17 2.7965
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 362,054 -28,071 -7.20 31,242 20.26 4.0119
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 390,125 -14,050 -3.48 25,978 3.44 3.2688
2016-08-10 2016-06-30 13F JPMORGAN CHASE COM 46625H100 404,175 1,640 0.41 25,115 5.36 3.1850
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 402,535 360,619 860.34 23,838 761.20 2.9095
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 41,916 -650 -1.53 2,768 6.67 0.3167
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 42,566 839 2.01 2,595 -8.21 0.2966
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 41,727 0 0.00 2,827 11.83 0.3130
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 41,727 2,003 5.04 2,528 1.69 0.3026
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 39,724 739 1.90 2,486 5.88 0.2759
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 38,985 1,287 3.41 2,348 8.10 0.2807
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 37,698 4,440 13.35 2,172 7.58 0.2566
2014-05-13 2014-03-31 13F JPMORGAN CHASE COM 46625H100 33,258 -6,775 -16.92 2,019 -13.75 0.2537
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 40,033 -135 -0.34 2,341 12.76 0.2922
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 40,168 6,775 20.29 2,076 17.75 0.2704
2013-08-14 2013-06-30 13F JPMORGAN CHASE COM 46625H100 33,393 33,393 1,763 0.2598
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.