JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionBartlett & Co. Wealth Management Llc
Latest Disclosed Ownership738,691 shares
Latest Disclosed Value $ 227,257,396
Bartlett & Co. Wealth Management Llc reports 1.10% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Bartlett & Co. Wealth Management Llc filed a 13F-HR form disclosing ownership of 738,691 shares of JPMorgan Chase & Co. (CH:JPM) valued at $227,257,396 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 746,883 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.10% 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)
2026-05-06 2026-03-31 13F JPMorgan Chase COM 46625H100 738,691 -8,192 -1.10 227,257 -5.57 2.9051
2026-01-22 2025-12-31 13F JPMorgan Chase COM 46625H100 746,883 -8,340 -1.10 240,661 1.02 3.1495
2025-10-09 2025-09-30 13F JPMorgan Chase COM 46625H100 755,223 -12,105 -1.58 238,219 7.09 3.1524
2025-07-18 2025-06-30 13F JPMorgan Chase COM 46625H100 767,328 11,988 1.59 222,456 20.06 3.1048
2025-04-24 2025-03-31 13F JPMorgan Chase COM 46625H100 755,340 -6,127 -0.80 185,284 1.51 2.7300
2025-01-17 2024-12-31 13F JPMorgan Chase COM 46625H100 761,467 -8,025 -1.04 182,531 12.50 2.6478
2024-10-17 2024-09-30 13F JPMorgan Chase COM 46625H100 769,492 -21,301 -2.69 162,255 1.44 2.3286
2024-07-12 2024-06-30 13F JPMorgan Chase COM 46625H100 790,793 -6,777 -0.85 159,945 0.12 2.4268
2024-05-09 2024-03-31 13F JPMorgan Chase COM 46625H100 797,570 -23,547 -2.87 159,753 14.24 2.4579
2024-02-14 2023-12-31 13F JPMorgan Chase COM 46625H100 821,117 2,427 0.30 139,836 17.78 2.2700
2024-02-14 2023-09-30 13F JPMorgan Chase COM 46625H100 818,690 5,039 0.62 118,726 0.33 2.1314
2024-02-14 2023-06-30 13F JPMorgan Chase COM 46625H100 813,651 77,340 10.50 118,337 23.37 2.0468
2024-02-14 2023-03-31 13F JPMorgan Chase COM 46625H100 736,311 11,166 1.54 95,921 -1.36 1.8526
2024-02-14 2022-12-31 13F JPMorgan Chase COM 46625H100 725,145 5,231 0.73 97,242 29.25 1.9562
2024-02-14 2022-09-30 13F JPMorgan Chase COM 46625H100 719,914 -883 -0.12 75,234 -7.31 1.6172
2024-02-14 2022-06-30 13F JPMorgan Chase COM 46625H100 720,797 2,832 0.39 81,169 -17.07 1.6442
2024-02-14 2022-03-31 13F JPMorgan Chase COM 46625H100 717,965 38,401 5.65 97,873 -9.05 1.7107
2024-02-14 2021-12-31 13F JPMorgan Chase COM 46625H100 679,564 2,888 0.43 107,609 -2.85 1.8249
2024-02-14 2021-09-30 13F JPMorgan Chase COM 46625H100 676,676 3,178 0.47 110,765 5.74 2.1111
2024-02-14 2021-06-30 13F JPMorgan Chase COM 46625H100 673,498 1,704 0.25 104,756 2.43 1.9977
2024-02-14 2021-03-31 13F JPMorgan Chase COM 46625H100 671,794 5,582 0.84 102,267 20.80 2.0559
2024-02-13 2020-12-31 13F JPMorgan Chase COM 46625H100 666,212 -67 -0.01 84,656 31.98 1.8054
2024-02-13 2020-09-30 13F JPMorgan Chase COM 46625H100 666,279 10,824 1.65 64,143 4.04 1.5044
2024-02-13 2020-06-30 13F JPMorgan Chase COM 46625H100 655,455 11,981 1.86 61,652 6.42 1.6090
2024-02-13 2020-03-31 13F JPMorgan Chase COM 46625H100 643,474 793 0.12 57,932 -35.34 1.7638
2024-02-13 2019-12-31 13F JPMorgan Chase COM 46625H100 642,681 -1,013 -0.16 89,590 18.26 2.1856
2024-02-13 2019-09-30 13F JPMorgan Chase COM 46625H100 643,694 401,532 165.81 75,756 179.82 1.9875
2024-02-13 2019-06-30 13F JPMorgan Chase COM 46625H100 242,162 15,724 6.94 27,074 18.11 1.0093
2024-02-13 2019-03-31 13F JPMorgan Chase COM 46625H100 226,438 132,552 141.18 22,922 150.10 0.8773
2024-02-13 2018-12-31 13F JPMorgan Chase COM 46625H100 93,886 -4,135 -4.22 9,165 -17.13 0.3903
2024-02-13 2018-09-30 13F JPMorgan Chase COM 46625H100 98,021 546 0.56 11,061 8.90 0.4146
2024-02-13 2018-06-30 13F JPMorgan Chase COM 46625H100 97,475 1,395 1.45 10,157 -3.87 0.4127
2024-02-13 2018-03-31 13F JPMorgan Chase COM 46625H100 96,080 96,080 10,566 0.4359
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.