JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
260,80 € ↑0,70 (0,27%)
2026-06-04
DEL PRIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership232,028 shares
Latest Disclosed Value $ 68,282,049
Prospera Financial Services Inc reports 0.54% decrease in ownership of CMC / JPMorgan Chase & Co.

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 232,028 shares of JPMorgan Chase & Co. (DE:CMC) valued at $59,039,525 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 233,284 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.54% during the quarter. The current value of the position is $60,512,902 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 232,028 -1,256 -0.54 68,282 -9.20 1.0996
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 233,284 -6,225 -2.60 75,198 -0.50 1.2343
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 239,509 17,020 7.65 75,577 17.13 1.2892
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 222,489 43,700 24.44 64,524 47.08 1.2020
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 178,789 6,208 3.60 43,869 6.00 1.0080
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 172,581 19,186 12.51 41,384 27.90 0.9639
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 153,395 10,172 7.10 32,357 11.66 0.8263
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 143,223 7,066 5.19 28,978 6.22 0.8058
2024-08-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 136,157 128 0.09 27,283 17.91 0.8128
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 136,029 936 0.69 23,139 18.06 0.7661
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 135,093 606 0.45 19,599 0.16 0.7578
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 134,487 13,287 10.96 19,568 23.85 0.7489
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 121,200 32,096 36.02 15,799 32.23 0.6493
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 89,104 -29,984 -25.18 11,949 -4.03 0.5986
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 119,088 6,675 5.94 12,450 -1.71 0.6496
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 112,413 11,585 11.49 12,667 -7.90 0.6459
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 100,828 -10,497 -9.43 13,754 -21.99 0.5759
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 111,325 15,056 15.64 17,630 11.86 0.7620
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 96,269 3,744 4.05 15,761 9.49 0.7852
2021-08-16 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 92,525 3,322 3.72 14,395 5.99 0.7216
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,333,355 2,244,152 12,153 0.6257
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 89,203 12,368 16.10 13,582 39.06 0.8060
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 76,835 57,312 293.56 9,767 419.52 0.6729
2020-11-04 2020-09-30 13F JPMORGAN CHASE COM 46625H100 19,523 -51,602 -72.55 1,880 -71.90 0.7185
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 71,125 11,157 18.60 6,690 23.91 0.5927
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 59,968 6,630 12.43 5,399 -27.38 0.5729
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 53,338 11,649 27.94 7,435 51.55 0.5728
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 41,689 3,199 8.31 4,906 13.30 0.5038
2019-08-14 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 38,490 38,490 4,330 0.4861
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 29,210 29,210 2,879
2019-05-02 2019-03-31 13F JPMORGAN CHASE COM 46625H100 0 -29,210 -100.00 0 -100.00
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 29,210 2,330 8.67 2,879 -3.71 0.5810
2018-10-25 2018-09-30 13F JPMORGAN CHASE COM 46625H100 26,880 -8,512 -24.05 2,990 -18.75 0.5574
2018-07-18 2018-06-30 13F JPMORGAN CHASE COM 46625H100 35,392 103 0.29 3,680 -5.54 0.4986
2018-04-12 2018-03-31 13F JPMORGAN CHASE COM 46625H100 35,289 4,261 13.73 3,896 16.44 0.5440
2018-01-23 2017-12-31 13F JPMORGAN CHASE COM 46625H100 31,028 -3,649 -10.52 3,346 0.63 0.5112
2017-10-11 2017-09-30 13F JPMORGAN CHASE COM 46625H100 34,677 16,468 90.44 3,325 96.86 0.5058
2017-07-19 2017-06-30 13F JPMORGAN CHASE COM 46625H100 18,209 933 5.40 1,689 12.45 0.2709
2017-04-13 2017-03-31 13F JPMORGAN CHASE COM 46625H100 17,276 -487 -2.74 1,502 -1.89 0.2707
2017-01-11 2016-12-31 13F JPMORGAN CHASE COM 46625H100 17,763 3,888 28.02 1,531 65.69 0.2999
2016-10-12 2016-09-30 13F JPMORGAN CHASE COM 46625H100 13,875 1,279 10.15 924 18.01 0.1856
2016-07-26 2016-06-30 13F JPMORGAN CHASE COM 46625H100 12,596 837 7.12 783 11.54 0.1619
2016-04-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 11,759 958 8.87 702 -1.54 0.1563
2016-01-12 2015-12-31 13F JPMORGAN CHASE COM 46625H100 10,801 2,512 30.31 713 56.02 0.1564
2015-10-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 8,289 2,440 41.72 457 33.63 0.1156
2015-08-07 2015-06-30 13F JPMORGAN CHASE COM 46625H100 5,849 -218 -3.59 342 7.21 0.0814
2015-04-22 2015-03-31 13F JPMORGAN CHASE COM 46625H100 6,067 1,222 25.22 319 5.28 0.0710
2015-01-14 2014-12-31 13F JPMORGAN CHASE COM 46625H100 4,845 203 4.37 303 31.17 0.0755
2014-10-16 2014-09-30 13F JPMORGAN CHASE COM 46625H100 4,642 -152 -3.17 231 -16.30 0.0623
2014-07-07 2014-06-30 13F JPMORGAN CHASE COM 46625H100 4,794 520 12.17 276 10.40 0.0747
2014-02-13 2013-12-31 13F JPMORGAN CHASE & COM 46625H100 4,274 -1,739 -28.92 250 -19.87 0.0841
2013-11-04 2013-09-30 13F JPMORGAN CHASE & COM 46625H100 6,013 -566 -8.60 312 -9.57 0.1184
2013-08-15 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 6,579 6,579 345 0.1597
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.