JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
DEL PRIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionPatten Group, Inc.
Latest Disclosed Ownership30,342 shares
Latest Disclosed Value $ 8,925,267
Patten Group, Inc. reports 0.46% increase in ownership of CMC / JPMorgan Chase & Co.

On April 24, 2026 - Patten Group, Inc. filed a 13F-HR form disclosing ownership of 30,342 shares of JPMorgan Chase & Co. (DE:CMC) valued at $7,720,522 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 30,203 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.46% during the quarter. The current value of the position is $7,814,582 USD.

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)
2026-04-24 2026-03-31 13F JPMORGAN CHASE COM 46625H100 30,342 139 0.46 8,925 -8.28 1.5515
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 30,203 105 0.35 9,732 2.51 1.7999
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 30,098 -260 -0.86 9,494 7.86 1.8482
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 30,358 -536 -1.73 8,801 16.14 1.8591
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 30,894 -750 -2.37 7,578 -0.09 1.7364
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 31,644 -1,074 -3.28 7,585 9.96 1.6787
2024-10-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 32,718 -828 -2.47 6,899 1.67 1.5323
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 33,546 12 0.04 6,785 1.03 1.6007
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 33,534 110 0.33 6,717 18.14 1.6529
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 33,424 -335 -0.99 5,685 16.14 1.5431
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 33,759 -42 -0.12 4,896 -0.41 1.4628
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 33,801 757 2.29 4,916 14.14 0.7284
2023-04-06 2023-03-31 13F JPMORGAN CHASE COM 46625H100 33,044 1,411 4.46 4,306 1.53 1.2925
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 31,633 -645 -2.00 4,242 23.97 1.3324
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 32,278 -163 -0.50 3,421 -8.09 1.1751
2022-07-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 32,441 85 0.26 3,722 -15.62 1.1925
2022-04-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 32,356 135 0.42 4,411 -13.54 1.2375
2022-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 32,221 512 1.61 5,102 -1.71 1.3506
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 31,709 231 0.73 5,191 6.03 1.5262
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 31,478 -275 -0.87 4,896 1.28 1.4387
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 31,753 -1,123 -3.42 4,834 15.70 1.5481
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 32,876 2,513 8.28 4,178 42.94 1.1278
2020-10-19 2020-09-30 13F JPMORGAN CHASE COM 46625H100 30,363 203 0.67 2,923 3.03 1.1404
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 30,160 106 0.35 2,837 4.84 1.2206
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 30,054 -2,590 -7.93 2,706 -40.54 1.3993
2020-01-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 32,644 -212 -0.65 4,551 17.69 1.6966
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 32,856 -573 -1.71 3,867 3.48 1.5715
2019-07-11 2019-06-30 13F JPMORGAN CHASE COM 46625H100 33,429 294 0.89 3,737 11.42 1.5282
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 33,135 936 2.91 3,354 6.71 1.4436
2019-02-12 2018-12-31 13F JPMorgan Chase CS 46625H100 32,199 -345 -1.06 3,143 -14.41 1.4904
2018-11-14 2018-09-30 13F JPMorgan Chase CS 46625H100 32,544 1,411 4.53 3,672 13.19 1.4003
2018-08-13 2018-06-30 13F JPMorgan Chase CS 46625H100 31,133 -249 -0.79 3,244 -6.00 1.2997
2018-05-11 2018-03-31 13F JPMorgan Chase CS 46625H100 31,382 -231 -0.73 3,451 2.07 1.4159
2018-02-02 2017-12-31 13F JPMorgan Chase CS 46625H100 31,613 646 2.09 3,381 14.30 1.3392
2017-12-12 2017-09-30 13F/A-1 JPMorgan Chase CS 46625H100 30,967 -920 -2.89 2,958 -0.97 1.1967
2017-11-14 2017-09-30 13F JPMorgan Chase CS 46625H100 91,511 59,624 2,958 1,196,635.8271
2017-08-14 2017-06-30 13F JPMorgan Chase CS 46625H100 31,887 -630 -1.94 2,987 6.60 1.2107
2017-05-30 2017-03-31 13F JPMorgan Chase CS 46625H100 32,517 256 0.79 2,802 -0.07 1.2161
2017-02-10 2016-12-31 13F JPMorgan Chase CS 46625H100 32,261 -1,011 -3.04 2,804 24.29 1.2583
2016-11-14 2016-09-30 13F JPMorgan Chase CS 46625H100 33,272 -48 -0.14 2,256 8.99 1.0589
2016-08-15 2016-06-30 13F JPMorgan Chase CS 46625H100 33,320 -1,224 -3.54 2,071 1.22 0.9690
2016-05-13 2016-03-31 13F JPMorgan Chase CS 46625H100 34,544 1,702 5.18 2,046 -5.67 0.9707
2016-02-17 2015-12-31 13F Jpmorgan Chase CS 46625H100 32,842 -1,229 -3.61 2,169 4.38 1.0426
2015-11-16 2015-09-30 13F JPMorgan Chase CS 46625H100 34,071 -24 -0.07 2,077 -10.09 1.0695
2015-08-24 2015-06-30 13F JPMorgan Chase CS 46625H100 34,095 -500 -1.45 2,310 10.16 1.0973
2015-05-06 2015-03-31 13F JPMORGAN CHASE COM 46625H100 34,595 -1,975 -5.40 2,097 -8.35 1.0738
2015-02-18 2014-12-31 13F JPMORGAN CHASE COM 46625H100 36,570 36,570 2,288 1.1111
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.