JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionMeasured Wealth Private Client Group, LLC
Latest Disclosed Ownership3,319 shares
Latest Disclosed Value $ 976,343
Measured Wealth Private Client Group, LLC reports 48.00% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Measured Wealth Private Client Group, LLC filed a 13F-HR form disclosing ownership of 3,319 shares of JPMorgan Chase & Co. (CH:JPM) valued at $976,343 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 6,383 shares of JPMorgan Chase & Co.. This represents a change in shares of -48.00% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,319 -3,064 -48.00 976 -52.53 0.2667
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,383 -439 -6.44 2,057 -4.42 0.5440
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,822 -708 -9.40 2,152 -1.47 0.5800
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,530 625 9.05 2,183 28.94 0.6532
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,905 5 0.07 1,694 2.42 0.5437
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,900 407 6.27 1,654 20.75 0.5345
2024-10-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,493 355 5.78 1,369 10.31 0.4579
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,138 786 14.69 1,241 15.76 0.4361
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,352 161 3.10 1,072 21.54 0.3744
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,191 2,162 71.38 883 100.91 0.3253
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,029 0 0.00 439 -0.23 0.1767
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,029 -20 -0.66 441 10.83 0.1673
2023-05-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,049 -159 -4.96 397 -7.67 0.1530
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,208 -81 -2.46 430 25.00 0.1771
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,289 -1,229 -27.20 344 -32.42 0.1520
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,518 472 11.67 509 -7.79 0.2247
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,046 -362 -8.21 552 -20.92 0.2029
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,408 0 0.00 698 -3.32 0.2467
2021-11-01 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,408 -745 -14.46 722 -9.86 0.2780
2021-08-05 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,153 13 0.25 801 2.43 0.2549
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,140 656 14.63 782 37.19 0.2774
2021-01-20 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,484 -1,229 -21.51 570 3.64 0.2374
2020-10-15 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,713 1,188 26.25 550 29.11 0.2661
2020-08-03 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,525 1,302 40.40 426 46.90 0.2485
2020-04-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,223 -362 -10.10 290 -42.00 0.2258
2020-01-15 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,585 -855 -19.26 500 -4.40 0.3334
2019-10-11 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,440 -4,932 -52.62 523 -49.61 0.3381
2019-07-26 2019-06-30 13F JPMORGAN CHASE COM 46625H100 9,372 -555 -5.59 1,038 3.28 0.5993
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 9,927 1,668 20.20 1,005 24.69 0.6194
2019-02-07 2018-12-31 13F JPMORGAN CHASE &CO COM 46625H100 8,259 -59 -0.71 806 -14.44 0.7309
2018-11-14 2018-09-30 13F JPMORGAN CHASE &CO COM 46625H100 8,318 38 0.46 942 9.28 0.5654
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 8,280 8,280 862 0.7018
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.