JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionEvanson Asset Management, LLC
Latest Disclosed Ownership4,623 shares
Latest Disclosed Value $ 1,360,030
Evanson Asset Management, LLC reports 1.62% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Evanson Asset Management, LLC filed a 13F-HR form disclosing ownership of 4,623 shares of JPMorgan Chase & Co. (CH:JPM) valued at $1,360,030 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 4,699 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.62% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,623 -76 -1.62 1,360 -10.17 0.0730
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,699 9 0.19 1,514 2.37 0.0817
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,690 -971 -17.15 1,480 -9.87 0.0834
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,661 1,259 28.60 1,641 52.09 0.1020
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,402 -1,027 -18.92 1,080 -17.06 0.0765
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,429 0 0.00 1,301 13.72 0.0891
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,429 -1,667 -23.49 1,145 -20.28 0.0808
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 7,096 0 0.00 1,435 0.99 0.1056
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,096 0 0.00 1,421 17.73 0.1058
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,096 -1,903 -21.15 1,207 -7.51 0.0980
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 8,999 -149 -1.63 1,305 -1.88 0.1202
2023-07-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,148 -826 -8.28 1,330 2.39 0.1213
2023-04-13 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,974 11 0.11 1,300 -2.77 0.1286
2023-01-26 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 9,963 -2,967 -22.95 1,336 -1.11 0.1437
2023-01-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 10,001 -2,929 1,045 0.0001
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 12,930 5,002 63.09 1,351 51.29 0.1586
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,928 -2,333 -22.74 893 -36.17 0.0982
2022-04-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 10,261 151 1.49 1,399 -12.62 0.1360
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 10,110 -946 -8.56 1,601 -6.04 0.1425
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 11,056 134 1.23 1,704 0.29 0.1750
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,922 46 0.42 1,699 2.60 0.1767
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 10,876 117 1.09 1,656 21.14 0.2446
2021-01-22 2020-12-31 13F JPMORGAN CHASE COM 46625H100 10,759 952 9.71 1,367 44.81 0.2175
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 9,807 942 10.63 944 13.19 0.1706
2020-07-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,865 -220 -2.42 834 1.96 0.1652
2020-04-24 2020-03-31 13F JPMORGAN CHASE COM 46625H100 9,085 1,413 18.42 818 -23.48 0.1950
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,672 -100 -1.29 1,069 16.83 0.2101
2019-10-11 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,772 70 0.91 915 6.27 0.1879
2019-07-11 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,702 -344 -4.28 861 5.77 0.1739
2019-04-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 8,046 344 4.47 814 8.24 0.1680
2019-01-17 2018-12-31 13F JPMORGAN CHASE COM 46625H100 7,702 648 9.19 752 -5.53 0.1718
2018-10-10 2018-09-30 13F JPMORGAN CHASE COM 46625H100 7,054 -3 -0.04 796 8.30 0.1618
2018-07-11 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,057 10 0.14 735 -5.16 0.1457
2018-04-05 2018-03-31 13F JPMORGAN CHASE COM 46625H100 7,047 -381 -5.13 775 -2.39 0.1595
2018-02-05 2017-12-31 13F JPMORGAN CHASE COM 46625H100 7,428 1,453 24.32 794 39.05 0.1610
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 5,975 104 1.77 571 6.33 0.1221
2017-07-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 5,871 197 3.47 537 7.83 0.1236
2017-04-19 2017-03-31 13F JPMORGAN CHASE COM 46625H100 5,674 300 5.58 498 7.33 0.1230
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 5,374 412 8.30 464 40.61 0.1291
2016-10-18 2016-09-30 13F JPMORGAN CHASE COM 46625H100 4,962 -7 -0.14 330 6.80 0.0940
2016-07-19 2016-06-30 13F JPMORGAN CHASE COM 46625H100 4,969 18 0.36 309 5.46 0.0934
2016-05-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 4,951 -622 -11.16 293 -20.38 0.1003
2016-01-28 2015-12-31 13F JPMORGAN CHASE COM 46625H100 5,573 5,573 0.00 368 0.1342
2015-11-06 2015-09-30 13F JPMORGAN CHASE COM 46625H100 0 -3,585 -100.00 0 -100.00
2015-07-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 3,585 3,585 243 0.0847
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.