JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionBrandywine Oak Private Wealth Llc
Latest Disclosed Ownership25,181 shares
Latest Disclosed Value $ 7,407,047
Brandywine Oak Private Wealth Llc reports 0.29% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Brandywine Oak Private Wealth Llc filed a 13F-HR form disclosing ownership of 25,181 shares of JPMorgan Chase & Co. (CH:JPM) valued at $7,407,047 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 25,255 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.29% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 25,181 -74 -0.29 7,407 -8.97 0.6227
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 25,255 1,354 5.67 8,137 7.95 0.6830
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 23,901 19 0.08 7,539 8.88 0.6548
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 23,882 -3,147 -11.64 6,923 4.42 0.6409
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 27,029 -552 -2.00 6,630 0.29 0.6502
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 27,581 951 3.57 6,611 17.74 0.6464
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 26,630 120 0.45 5,615 4.74 0.5433
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 26,510 263 1.00 5,362 1.98 0.5506
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 26,247 506 1.97 5,257 20.08 0.5479
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 25,741 -45 -0.17 4,378 17.09 0.4864
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 25,786 -1,271 -4.70 3,739 -4.98 0.4388
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 27,057 -1,715 -5.96 3,935 4.96 0.4404
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 28,772 -398 -1.36 3,749 -4.14 0.4376
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 29,170 -244 -0.83 3,912 27.27 0.4865
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 29,414 -469 -1.57 3,073 -8.68 0.4171
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 29,883 150 0.50 3,365 -16.98 0.4306
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 29,733 -1,801 -5.71 4,053 -19.47 0.4635
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 31,534 -1,131 -3.46 5,033 -5.85 0.5497
2021-10-18 2021-09-30 13F JPMORGAN CHASE COM 46625H100 32,665 1,104 3.50 5,346 8.90 0.6209
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 31,561 7,449 30.89 4,909 33.76 0.5730
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 24,112 -119 -0.49 3,670 19.19 0.5407
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 24,231 91 0.38 3,079 32.49 0.4694
2020-10-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 24,140 -307 -1.26 2,324 1.09 0.3885
2020-08-06 2020-06-30 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 24,447 -1,093 -4.28 2,299 0.00 0.4086
2020-05-06 2020-03-31 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 25,540 -2,055 -7.45 2,299 -40.22 0.4746
2020-01-28 2019-12-31 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 27,595 -872 -3.06 3,846 14.81 0.6998
2019-10-30 2019-09-30 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 28,467 1,158 4.24 3,350 9.73 0.6348
2019-07-22 2019-06-30 13F JPMORGAN CHASE &CO. COM USD1.00 COM 46625H100 27,309 627 2.35 3,053 13.03 0.6104
2019-05-09 2019-03-31 13F JPMORGAN CHASE &CO. COM USD1.00 COM 46625H100 26,682 818 3.16 2,701 6.89 0.5631
2019-02-14 2018-12-31 13F JPMORGAN CHASE &CO COM 46625H100 25,864 25,864 2,527 0.5679
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.