JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionSummit Asset Management, LLC
Latest Disclosed Ownership11,588 shares
Latest Disclosed Value $ 3,408,611
Summit Asset Management, LLC reports 0.16% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Summit Asset Management, LLC filed a 13F-HR form disclosing ownership of 11,588 shares of JPMorgan Chase & Co. (CL:JPM) valued at $3,408,611 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 11,607 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.16% 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 11,588 -19 -0.16 3,409 -8.85 0.4742
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 11,607 12 0.10 3,740 2.24 0.5292
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 11,595 0 0.00 3,657 8.81 0.5624
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,595 1,137 10.87 3,362 31.03 0.5476
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,458 1,300 14.20 2,565 16.86 0.4441
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 9,158 200 2.23 2,195 16.26 0.3857
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,958 1,200 15.47 1,889 20.33 0.3548
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 7,758 1,750 29.13 1,569 30.42 0.3248
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,008 -3 -0.05 1,203 17.71 0.2582
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,011 -145 -2.36 1,022 14.57 0.2446
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,156 300 5.12 893 4.82 0.2424
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,856 -229 -3.76 852 7.45 0.2245
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,085 500 8.95 793 5.88 0.2182
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,585 230 4.30 749 33.57 0.2167
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,355 115 2.19 560 -5.08 0.1810
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,240 100 1.95 590 -15.83 0.1826
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,140 145 2.90 701 -11.38 0.2012
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,995 605 13.78 791 10.01 0.2243
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,390 86 2.00 719 7.47 0.2253
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,304 100 2.38 669 4.53 0.2103
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,204 711 20.35 640 44.14 0.2173
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 3,493 126 3.74 444 37.04 0.1621
2020-11-06 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,367 158 4.92 324 7.28 0.1343
2020-08-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,209 315 10.88 302 15.71 0.1375
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,894 586 25.39 261 -18.94 0.1407
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,308 -20 -0.86 322 17.52 0.1373
2019-11-06 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,328 0 0.00 274 5.38 0.1276
2019-08-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,328 77 3.42 260 14.04 0.1233
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,251 0 0.00 228 3.64 0.1122
2019-02-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,251 -25 -1.10 220 -14.40 0.1245
2018-11-06 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,276 0 0.00 257 8.44 0.1191
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,276 -24 -1.04 237 -6.32 0.1132
2018-05-07 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,300 0 0.00 253 2.85 0.1209
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,300 25 1.10 246 13.36 0.1179
2017-11-09 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,275 0 0.00 217 4.33 0.1088
2017-08-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 2,275 -1,175 -34.06 208 2.97 0.1102
2014-02-05 2013-12-31 13F JPMORGAN CHASE COM 46625H100 3,450 3,450 202 0.1596
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.