JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionTobam
Latest Disclosed Ownership578 shares
Latest Disclosed Value $ 170
Tobam reports 4.93% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Tobam filed a 13F-HR form disclosing ownership of 578 shares of JPMorgan Chase & Co. (US:JPM) valued at $170,024 USD as of March 31, 2026. The entity filed a previous 13F-HR on March 2, 2026 disclosing 608 shares of JPMorgan Chase & Co.. The current value of the position is $173,891 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 578 -30 -4.93 0 0.0443
2026-03-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 608 35 6.11 0 0.0481
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 573 0 0.00 0 0.0656
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 573 573 0 0.0648
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,732 -100.00 0 0.0000
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,732 -157 -8.31 0 0.1266
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,889 313 19.86 0 0.0726
2024-08-01 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,576 -558 -26.15 0 0.0500
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,576 -558 0 0.0500
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,134 431 25.31 0 0.0383
2024-01-26 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,703 1,576 1,240.94 0 0.0254
2023-10-31 2023-09-30 13F JPMORGAN CHASE COM 46625H100 127 127 0 0.0014
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -7,161 -100.00 0 -100.00
2022-04-25 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,161 4,169 139.34 976 105.91 0.0491
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,992 548 22.42 474 18.50 0.0213
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,444 679 38.47 400 45.45 0.0170
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,765 426 31.81 275 34.80 0.0110
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,339 253 23.30 204 47.83 0.0087
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,086 660 154.93 138 236.59 0.0061
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 426 426 41 0.0021
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.