JPMorgan Chase & Co.
AT ˙ WBAG ˙ US46625H1005
270,70 € ↑3,70 (1,39%)
2026-06-05
DEL PRIS
SecurityAT:JPM / JPMorgan Chase & Co.
InstitutionFiduciary Planning LLC
Latest Disclosed Ownership4,731 shares
Latest Disclosed Value $ 1,391,613
Fiduciary Planning LLC reports 0.71% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Fiduciary Planning LLC filed a 13F-HR form disclosing ownership of 4,731 shares of JPMorgan Chase & Co. (AT:JPM) valued at $1,187,008 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 4,765 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.71% during the quarter. The current value of the position is $1,280,682 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,731 -34 -0.71 1,392 -9.38 0.4203
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,765 52 1.10 1,535 3.30 0.4660
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,713 6 0.13 1,487 8.94 0.4545
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,707 -56 -1.18 1,365 16.78 0.4514
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,763 102 2.19 1,168 4.57 0.3849
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,661 -32 -0.68 1,117 12.94 0.3628
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,693 57 1.23 990 5.55 0.3358
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,636 55 1.20 938 2.18 0.3355
2024-04-29 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,581 3 0.07 918 17.87 0.3470
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,578 -4,819 -51.28 779 -42.88 0.3314
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 9,397 -3,233 -25.60 1,363 -25.82 0.6433
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 12,630 21 0.17 1,837 11.75 0.8456
2023-05-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 12,609 100 0.80 1,643 164,200.00 0.7782
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 12,509 90 0.72 2 -99.92 0.8138
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 12,419 144 1.17 1,298 -6.08 0.6663
2022-09-30 2022-06-30 13F JPMORGAN CHASE COM 46625H100 12,275 1,632 15.33 1,382 -4.76 0.6836
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 10,643 1,044 10.88 1,451 -4.54 0.7964
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 9,599 -4,436 -31.61 1,520 -33.83 0.8549
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 14,035 3,672 35.43 2,297 42.49 1.2222
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,363 3,027 41.26 1,612 44.32 1.3927
2021-05-24 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 7,336 76 1.05 1,117 21.02 1.6877
2021-05-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,260 0 923 1.3007
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,260 102 1.42 923 33.96 1.3007
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,158 3,130 77.71 689 77.12 1.1361
2020-08-24 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,028 0 0.00 389 7.16 0.8561
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,028 -20 -0.49 363 -33.27 0.6810
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,048 4,048 544 0.5023
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.