JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionCwm, Llc
Latest Disclosed Ownership550,203 shares
Latest Disclosed Value $ 161,847,677
Cwm, Llc reports 2.63% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 550,203 shares of JPMorgan Chase & Co. (US:JPM) valued at $161,847,714 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 536,109 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.63% during the quarter. The current value of the position is $165,528,573 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 550,203 14,094 2.63 161,848 93,997.09 0.4208
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 536,109 55,656 11.58 173 13.91 0.4681
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 480,453 54,635 12.83 152 22.76 0.4558
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 425,818 -1,357 -0.32 123 18.27 0.4353
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 427,175 40,900 10.59 105 13.04 0.4179
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 386,275 21,865 6.00 93 21.05 0.3843
2024-10-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 364,410 22,748 6.66 77 10.14 0.3305
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 341,662 14,351 4.38 69 6.15 0.3258
2024-04-05 2024-03-31 13F JPMORGAN CHASE COM 46625H100 327,311 31,517 10.66 66 30.00 0.3188
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 295,794 57,703 24.24 50 47.06 0.2705
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 238,091 30,924 14.93 35 13.33 0.2116
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 207,167 25,059 13.76 30 30.43 0.1862
2023-05-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 182,108 30,195 19.88 24 15.00 0.1603
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 151,913 22,803 17.66 20 -99.85 0.1500
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 129,110 27,937 27.61 13,492 18.42 0.1072
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 101,173 7,386 7.88 11,393 -10.89 0.0883
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 93,787 11,830 14.43 12,785 -1.49 0.0907
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 81,957 19,588 31.41 12,978 33.78 0.0914
2021-09-15 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 62,369 0 0.00 9,701 0.00 0.0773
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 62,369 0 9,701 0.0773
2021-09-15 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 62,369 0 0.00 9,701 0.00 0.0773
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 62,220 -149 9,472 0.0833
2021-09-15 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 62,369 0 0.00 9,701 0.00 0.0773
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 73,151 10,782 9,295 0.0871
2021-09-15 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 62,369 0 0.00 9,701 0.00 0.0773
2020-10-19 2020-09-30 13F JPMORGAN CHASE COM 46625H100 87,434 25,065 8,417 0.0936
2021-09-15 2020-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 62,369 0 0.00 9,701 0.00 0.0773
2020-07-22 2020-06-30 13F JPMORGAN CHASE COM 46625H100 34,932 -27,437 3,286 0.0390
2021-09-15 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 62,369 0 0.00 9,701 0.00 0.0773
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 37,243 -25,126 3,353 0.0499
2021-09-14 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 62,369 0 0.00 9,701 0.00 0.0773
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 35,162 -27,207 4,902 0.0626
2021-09-14 2019-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 62,369 0 0.00 9,701 0.00 0.0773
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 32,049 -30,320 3,772 0.0549
2021-09-14 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 62,369 0 0.00 9,701 0.00 0.0773
2019-07-31 2019-06-30 13F JPMORGAN CHASE COM 46625H100 27,295 -35,074 3,052 0.0505
2021-09-02 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 62,369 40,192 181.23 9,701 348.08 0.0773
2019-04-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 21,027 -1,150 2,129 0.0427
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 22,177 4,367 24.52 2,165 7.71 0.0541
2018-10-29 2018-09-30 13F JPMORGAN CHASE COM 46625H100 17,810 2,226 14.28 2,010 23.77 0.0513
2018-07-31 2018-06-30 13F JPMORGAN CHASE COM 46625H100 15,584 1,209 8.41 1,624 2.72 0.0534
2018-04-26 2018-03-31 13F JPMORGAN CHASE COM 46625H100 14,375 1,264 9.64 1,581 12.77 0.0628
2018-01-16 2017-12-31 13F JPMORGAN CHASE COM 46625H100 13,111 554 4.41 1,402 16.93 0.0623
2017-10-16 2017-09-30 13F JPMORGAN CHASE COM 46625H100 12,557 -1,872 -12.97 1,199 -9.10 0.0567
2017-07-17 2017-06-30 13F JPMORGAN CHASE COM 46625H100 14,429 -4,095 -22.11 1,319 -18.93 0.0676
2017-04-17 2017-03-31 13F JPMORGAN CHASE COM 46625H100 18,524 -53,112 -74.14 1,627 -73.68 0.0920
2017-01-19 2016-12-31 13F JPMORGAN CHASE COM 46625H100 71,636 9,269 14.86 6,181 48.83 0.3788
2016-10-17 2016-09-30 13F JPMORGAN CHASE COM 46625H100 62,367 -7,617 -10.88 4,153 -4.51 0.2867
2016-07-21 2016-06-30 13F JPMORGAN CHASE COM 46625H100 69,984 13,000 22.81 4,349 28.86 0.3172
2016-04-18 2016-03-31 13F JPMORGAN CHASE COM 46625H100 56,984 -124,038 -68.52 3,375 -71.76 0.2964
2016-02-01 2015-12-31 13F JPMORGAN CHASE COM 46625H100 181,022 -55,249 -23.38 11,953 -17.02 1.1679
2015-10-30 2015-09-30 13F JPMORGAN CHASE COM 46625H100 236,271 7,342 3.21 14,405 -7.14 1.4501
2015-07-09 2015-06-30 13F JPMORGAN CHASE COM 46625H100 228,929 1,780 0.78 15,512 12.72 1.4882
2015-04-30 2015-03-31 13F JPMORGAN CHASE COM 46625H100 227,149 -5,390 -2.32 13,761 -5.44 1.3935
2015-02-12 2014-12-31 13F JPMORGAN CHASE COM 46625H100 232,539 174,529 300.86 14,552 316.37 1.7662
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 58,010 49,685 596.82 3,495 628.13 0.5075
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 8,325 -4,649 -35.83 480 -36.76 0.0859
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 12,974 7,944 157.93 759 191.92 0.1184
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 5,030 5,030 260 0.0682
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.