JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionAberdeen Wealth Management LLC
Latest Disclosed Ownership14,962 shares
Latest Disclosed Value $ 4,401,222
Aberdeen Wealth Management LLC ownership in JPM / JPMorgan Chase & Co.

On May 15, 2026 - Aberdeen Wealth Management LLC filed a 13F-HR form disclosing ownership of 14,962 shares of JPMorgan Chase & Co. (CH:JPM) valued at $4,401,222 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 14,962 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% during the quarter.

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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 14,962 0 0.00 4,401 -8.71 2.0059
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,962 129 0.87 4,821 3.06 2.2316
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 14,833 -300 -1.98 4,679 6.63 2.9388
2025-08-14 2025-06-30 13F JPM Chase Common 46625H100 15,133 0 0.00 4,387 18.18 2.9165
2025-05-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 15,133 0 0.00 3,712 2.34 2.5606
2025-02-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 15,133 -300 -1.94 3,628 11.46 2.4854
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 15,433 255 1.68 3,254 6.03 2.1404
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 15,178 -291 -1.88 3,070 -0.94 2.0758
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 15,469 0 0.00 3,098 17.75 1.8037
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 15,469 -245 -1.56 2,631 15.50 1.9087
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,714 0 0.00 2,279 -0.31 1.7169
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 15,714 0 0.00 2,285 11.63 1.6517
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 15,714 0 0.00 2,048 -2.85 1.5270
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 15,714 0 0.00 2,107 28.32 1.5896
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 15,714 0 0.00 1,642 -7.23 1.4462
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 15,714 -80 -0.51 1,770 -17.79 1.4062
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 15,794 0 0.00 2,153 -13.91 1.4663
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 15,794 -510 -3.13 2,501 -6.29 1.6311
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 16,304 -185 -1.12 2,669 4.05 2.5838
2021-07-23 2021-06-30 13F JPMORGAN CHASE COM 46625H100 16,489 -10 -0.06 2,565 2.11 2.3648
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 16,499 -272 -1.62 2,512 17.88 1.9967
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 16,771 152 0.91 2,131 33.19 1.6078
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 16,619 -2,442 -12.81 1,600 -10.76 1.5234
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 19,061 1,663 9.56 1,793 14.50 1.9211
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 17,398 -143 -0.82 1,566 -35.95 1.9043
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 17,541 17,541 2,445 1.8219
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.