JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership18,021 shares
Latest Disclosed Value $ 5,301,141
Evermay Wealth Management Llc reports 1.78% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 18,021 shares of JPMorgan Chase & Co. (CH:JPM) valued at $5,301,141 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 18,348 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.78% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 18,021 -327 -1.78 5,301 -10.33 0.5877
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 18,348 -419 -2.23 5,912 -0.12 0.6634
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,767 -458 -2.38 5,920 6.21 0.6770
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,225 -215 -1.11 5,574 16.88 0.6860
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,440 -543 -2.72 4,769 -0.46 0.6263
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 19,983 -491 -2.40 4,790 10.96 0.7255
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 20,474 -751 -3.54 4,317 0.58 0.6938
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 21,225 320 1.53 4,293 2.51 0.6884
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,905 424 2.07 4,187 20.21 0.6324
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 20,481 -1,700 -7.66 3,484 8.30 0.6434
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 22,181 -174 -0.78 3,217 -1.08 0.6573
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 22,355 -268 -1.18 3,251 10.32 0.6258
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 22,623 -756 -3.23 2,948 -6.00 0.5949
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 23,379 424 1.85 3,135 30.68 0.6383
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 22,955 194 0.85 2,399 -6.40 0.4771
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 22,761 -175 -0.76 2,563 -18.04 0.4976
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 22,936 -511 -2.18 3,127 -15.78 0.5244
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 23,447 -138 -0.59 3,713 -3.83 0.6635
2021-11-12 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 23,585 -1,036 -4.21 3,861 0.81 0.7479
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 24,621 0 3,830 0.7095
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 24,621 -258 -1.04 3,830 1.14 0.7095
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 24,879 -613 -2.40 3,787 16.92 0.7571
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 25,492 -1,404 -5.22 3,239 25.11 0.7142
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 26,896 18 0.07 2,589 2.41 0.6359
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 26,878 957 3.69 2,528 8.31 0.6653
2020-04-24 2020-03-31 13F JPMORGAN CHASE COM 46625H100 25,921 1,046 4.21 2,334 -32.70 0.7083
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 24,875 3,221 14.87 3,468 36.11 0.8527
2019-10-29 2019-09-30 13F JPMORGAN CHASE COM 46625H100 21,654 261 1.22 2,548 6.52 0.6946
2019-07-23 2019-06-30 13F JPMORGAN CHASE COM 46625H100 21,393 162 0.76 2,392 11.31 0.6644
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 21,231 561 2.71 2,149 6.49 0.6076
2019-01-24 2018-12-31 13F JPMORGAN CHASE COM 46625H100 20,670 -1,439 -6.51 2,018 -19.12 0.6534
2018-10-29 2018-09-30 13F JPMORGAN CHASE COM 46625H100 22,109 -365 -1.62 2,495 6.53 0.7789
2018-08-03 2018-06-30 13F JPMORGAN CHASE COM 46625H100 22,474 875 4.05 2,342 -1.39 0.7801
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 21,599 676 3.23 2,375 6.17 0.8186
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 20,923 6,587 45.95 2,237 63.40 0.8193
2017-10-23 2017-09-30 13F JPMORGAN CHASE COM 46625H100 14,336 270 1.92 1,369 6.45 0.5943
2017-08-01 2017-06-30 13F JPMORGAN CHASE COM 46625H100 14,066 1 0.01 1,286 4.13 0.5702
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 14,065 2,960 26.65 1,235 28.91 0.5529
2017-02-01 2016-12-31 13F JPMORGAN CHASE COM 46625H100 11,105 1 0.01 958 29.63 0.4687
2016-11-01 2016-09-30 13F JPMORGAN CHASE COM 46625H100 11,104 22 0.20 739 7.26 0.3721
2016-08-03 2016-06-30 13F JPMORGAN CHASE COM 46625H100 11,082 -2,204 -16.59 689 -12.45 0.3599
2016-05-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 13,286 -872 -6.16 787 -15.83 0.4410
2016-02-05 2015-12-31 13F JPMORGAN CHASE COM 46625H100 14,158 -1,501 -9.59 935 -2.09 0.5507
2015-11-03 2015-09-30 13F JPMORGAN CHASE COM 46625H100 15,659 493 3.25 955 -7.10 0.5724
2015-08-06 2015-06-30 13F JPMORGAN CHASE COM 46625H100 15,166 -265 -1.72 1,028 9.95 0.6115
2015-04-30 2015-03-31 13F JPMORGAN CHASE COM 46625H100 15,431 15,431 0.00 935 0.5529
2015-02-04 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -12,671 -100.00 0 -100.00
2014-11-04 2014-09-30 13F JPMORGAN CHASE COM 46625H100 12,671 -43 -0.34 763 4.09 0.6552
2014-08-06 2014-06-30 13F JPMORGAN CHASE COM 46625H100 12,714 3,391 36.37 733 29.51 0.6342
2014-05-09 2014-03-31 13F JPMORGAN CHASE COM 46625H100 9,323 2,882 44.74 566 50.13 0.6029
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 6,441 6,441 377 0.5239
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.