JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionMcLean Asset Management Corp
Latest Disclosed Ownership6,811 shares
Latest Disclosed Value $ 2,003,385
McLean Asset Management Corp reports 11.04% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - McLean Asset Management Corp filed a 13F-HR form disclosing ownership of 6,811 shares of JPMorgan Chase & Co. (CH:JPM) valued at $2,003,385 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 7,656 shares of JPMorgan Chase & Co.. This represents a change in shares of -11.04% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 6,811 -845 -11.04 2,003 -15.02 0.3505
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,656 100 1.32 2,357 0.90 0.4222
2025-10-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,556 162 2.19 2,336 8.25 0.4813
2025-07-03 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,394 164 2.27 2,159 37.72 0.5668
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,230 -300 -3.98 1,568 -13.14 0.5178
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,530 315 4.37 1,805 18.45 0.5421
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,215 717 11.03 1,524 12.81 0.4594
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,498 129 2.03 1,350 7.57 0.4367
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,369 4 0.06 1,256 14.51 0.4301
2024-01-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,365 54 0.86 1,097 19.26 0.4112
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,311 19 0.30 919 0.44 0.3768
2023-07-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,292 58 0.93 915 12.68 0.3588
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,234 -241 -3.72 812 -6.45 0.3343
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,475 237 3.80 868 31.32 0.2958
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,238 -284 -4.35 661 -9.45 0.2548
2022-07-07 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,522 -280 -4.12 730 -21.25 0.2911
2022-04-08 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,802 -108 -1.56 927 -20.36 0.6866
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,910 -584 -7.79 1,164 -9.35 0.4502
2021-10-27 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,494 757 11.24 1,284 25.51 0.4930
2021-07-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,737 29 0.43 1,023 0.79 0.4562
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,708 66 0.99 1,015 20.26 0.8016
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,642 6,642 844 0.7426
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.