摩根大通公司
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionSPC Financial, Inc.
Latest Disclosed Ownership34,783 shares
Latest Disclosed Value $ 10,971,750
SPC Financial, Inc. reports 0.67% decrease in ownership of JPM / JPMorgan Chase & Co.

On November 5, 2025 - SPC Financial, Inc. filed a 13F-HR form disclosing ownership of 34,783 shares of JPMorgan Chase & Co. (US:JPM) valued at $10,971,602 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 25, 2025 disclosing 35,016 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.67% during the quarter. The current value of the position is $10,865,166 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)
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 34,783 -233 -0.67 10,972 8.08 0.8570
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 35,016 -677 -1.90 10,152 15.95 0.8502
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 35,693 -1,250 -3.38 8,756 -1.13 0.7698
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 36,943 985 2.74 8,856 16.79 0.7721
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 35,958 -954 -2.58 7,582 1.57 0.6679
2024-08-21 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 36,912 1,693 4.81 7,466 5.83 0.6910
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 36,912 1,693 7,466 0.6910
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 35,219 -2,409 -6.40 7,054 10.22 0.6628
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 37,628 2,045 5.75 6,401 24.03 0.6522
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 35,583 -251 -0.70 5,160 -0.98 0.5790
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 35,834 -64 -0.18 5,212 11.42 0.5638
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 35,898 9,715 37.10 4,678 33.21 0.5335
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 26,183 -232 -0.88 3,511 27.21 0.4152
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 26,415 505 1.95 2,760 -5.41 0.3436
2022-08-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 25,910 965 3.87 2,918 -14.20 0.3601
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 24,945 -7,928 -24.12 3,401 -34.66 0.3947
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 32,873 231 0.71 5,205 -2.58 0.5807
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 32,642 -2,019 -5.82 5,343 -0.89 0.6618
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 34,661 -30 -0.09 5,391 2.08 0.6540
2021-04-22 2021-03-31 13F JPMORGAN CHASE COM 46625H100 34,691 221 0.64 5,281 20.57 0.6966
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 34,470 -871 -2.46 4,380 28.75 0.6161
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 35,341 3,330 10.40 3,402 12.99 0.5867
2020-07-24 2020-06-30 13F JPMORGAN CHASE COM 46625H100 32,011 17,112 114.85 3,011 124.53 0.6271
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 14,899 -11,197 -42.91 1,341 -63.14 0.3420
2020-01-23 2019-12-31 13F JPMORGAN CHASE COM 46625H100 26,096 6,824 35.41 3,638 60.41 0.6658
2019-10-18 2019-09-30 13F JPMORGAN CHASE COM 46625H100 19,272 35 0.18 2,268 5.44 0.4793
2019-08-01 2019-06-30 13F JPMORGAN CHASE COM 46625H100 19,237 12,372 180.22 2,151 209.50 0.4331
2019-04-26 2019-03-31 13F JPMORGAN CHASE COM 46625H100 6,865 250 3.78 695 7.59 0.1488
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,615 -18,028 -73.16 646 -76.77 0.1783
2018-10-25 2018-09-30 13F JPMORGAN CHASE COM 46625H100 24,643 100 0.41 2,781 8.76 0.5565
2018-07-20 2018-06-30 13F JPMORGAN CHASE COM 46625H100 24,543 -55 -0.22 2,557 -5.47 0.5581
2018-04-30 2018-03-31 13F JPMORGAN CHASE COM 46625H100 24,598 -694 -2.74 2,705 0.00 0.6164
2018-01-16 2017-12-31 13F JPMORGAN CHASE COM 46625H100 25,292 -50 -0.20 2,705 11.78 0.6264
2017-10-27 2017-09-30 13F JPMORGAN CHASE COM 46625H100 25,342 538 2.17 2,420 6.75 0.5992
2017-07-25 2017-06-30 13F JPMORGAN CHASE COM 46625H100 24,804 11,650 88.57 2,267 96.28 0.6007
2017-04-25 2017-03-31 13F JPMORGAN CHASE COM 46625H100 13,154 -11 -0.08 1,155 1.67 0.3226
2017-02-02 2016-12-31 13F JPMORGAN CHASE COM 46625H100 13,165 8,662 192.36 1,136 278.67 0.3462
2016-10-21 2016-09-30 13F JPMORGAN CHASE COM 46625H100 4,503 144 3.30 300 10.70 0.0965
2016-07-21 2016-06-30 13F JPMORGAN CHASE COM 46625H100 4,359 600 15.96 271 21.52 0.0980
2016-05-06 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3,759 0 0.00 223 -10.08 0.0847
2016-02-04 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,759 11 0.29 248 8.30 0.0976
2015-10-22 2015-09-30 13F JPMORGAN CHASE COM 46625H100 3,748 -500 -11.77 229 -20.49 0.0985
2015-07-23 2015-06-30 13F JPMORGAN CHASE COM 46625H100 4,248 0 0.00 288 12.06 0.0807
2015-04-29 2015-03-31 13F JPMORGAN CHASE COM 46625H100 4,248 -1,746 -29.13 257 -31.47 0.0706
2015-03-06 2014-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 5,994 2,500 71.55 375 78.57 0.1091
2015-03-06 2014-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 3,494 3,494 210 0.0609
2014-10-24 2014-09-30 13F JPMORGAN CHASE COM 46625H100 3,494 210
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.