JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionStelac Advisory Services LLC
Latest Disclosed Ownership851 shares
Latest Disclosed Value $ 250,330
Stelac Advisory Services LLC reports 44.24% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Stelac Advisory Services LLC filed a 13F-HR form disclosing ownership of 851 shares of JPMorgan Chase & Co. (CL:JPM) valued at $250,330 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 590 shares of JPMorgan Chase & Co.. This represents a change in shares of 44.24% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 851 261 44.24 250 31.58 0.0506
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 590 -3 -0.51 190 1.60 0.0672
2025-11-13 2025-09-30 13F JPMorgan Chase COM 46625H100 593 -1,454 -71.03 187 -68.57 0.0647
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,047 -1,333 -39.44 595 -28.31 0.2262
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,380 2,945 677.01 830 698.08 0.3421
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 435 435 104 0.0407
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 0 -3,478 -100.00 0 -100.00
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,478 -403 -10.38 506 0.00 0.2257
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,881 90 2.37 506 -0.59 0.2197
2023-02-16 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,791 -808 -17.57 508 5.39 0.2302
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,791 -808 508 0.2306
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,599 0 0.00 482 -6.95 0.2194
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,599 2,963 181.11 518 132.29 0.2082
2022-06-28 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,636 -2,985 -64.60 223 -69.54 0.0802
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,080 -3,541 147 0.0497
2022-06-28 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,621 -1,501 -24.52 732 -26.95 0.1982
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,721 -2,401 589 0.1678
2022-06-28 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 6,122 -3,802 -38.31 1,002 -35.10 0.2689
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 12,046 -112,655 1,972 0.4230
2022-06-28 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 9,924 500 5.31 1,544 7.67 0.3523
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 17,710 8,286 2,755 0.4994
2022-06-28 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 9,424 -7,736 -45.08 1,434 -34.22 0.5290
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 15,469 -1,691 2,142 0.6136
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 17,160 3,947 29.87 2,180 71.38 0.5638
2020-11-02 2020-09-30 13F JPMORGAN CHASE COM 46625H100 13,213 1,854 16.32 1,272 19.10 0.4341
2020-07-29 2020-06-30 13F JPMORGAN CHASE COM 46625H100 11,359 899 8.59 1,068 13.38 0.4141
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 10,460 8,985 609.15 942 511.69 0.4543
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 1,475 0 0.00 154 -4.94 0.0426
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 1,475 -7,810 -84.11 162 -71.92 0.0488
2016-08-01 2016-06-30 13F JPMORGAN CHASE COM 46625H100 9,285 -810 -8.02 577 -13.49 0.1767
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 10,095 -793 -7.28 667 0.45 0.2090
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 10,888 10,888 664 0.1836
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.