JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionOutlook Wealth Advisors, LLC
Latest Disclosed Ownership4,305 shares
Latest Disclosed Value $ 1,266,346
Outlook Wealth Advisors, LLC reports 4.64% increase in ownership of JPM / JPMorgan Chase & Co.

On April 17, 2026 - Outlook Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 4,305 shares of JPMorgan Chase & Co. (CH:JPM) valued at $1,266,346 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,114 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.64% 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)
2026-04-17 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,305 191 4.64 1,266 -4.45 0.3065
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,114 766 22.88 1,326 25.59 0.2998
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,348 17 0.51 1,056 9.33 0.2631
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,331 52 1.59 966 20.02 0.2483
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,279 -106 -3.13 805 -0.86 0.2238
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,385 134 4.12 812 18.39 0.2330
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,251 43 1.34 685 5.71 0.1968
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,208 2,030 172.33 649 175.74 0.2025
2024-04-22 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,178 1,178 236 0.0729
2022-07-28 2022-06-30 13F JPMORGAN CHASE Commom Stock 46625H100 0 -1,776 -100.00 0 -100.00
2022-07-28 2022-03-31 13F/A-1 JPMORGAN CHASE Commom Stock 46625H100 1,776 -4,420 -71.34 242 -75.33 0.0809
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,629 -4,567 222 0.0774
2022-01-21 2021-12-31 13F J.P. Morgan Chase COMMON STOCK 46625H100 6,196 60 0.98 981 -2.29 0.2882
2021-10-22 2021-09-30 13F J.P. Morgan Chase COM 46625H100 6,136 580 10.44 1,004 16.20 0.3283
2021-07-21 2021-06-30 13F J.P. Morgan Chase COMMON STOCK 46625H100 5,556 790 16.58 864 19.17 0.2763
2021-05-04 2021-03-31 13F J.P. Morgan Chase COM 46625H100 4,766 2 0.04 725 19.83 0.2520
2021-02-04 2020-12-31 13F J.P. Morgan Chase COMMON STOCK 46625H100 4,764 77 1.64 605 34.15 0.2203
2020-11-10 2020-09-30 13F J.P. Morgan Chase COM 46625H100 4,687 360 8.32 451 10.81 0.1793
2020-07-17 2020-06-30 13F J.P. Morgan Chase COM 46625H100 4,327 224 5.46 407 10.30 0.1725
2020-04-16 2020-03-31 13F J.P. Morgan Chase COM 46625H100 4,103 890 27.70 369 -17.63 0.2084
2020-02-12 2019-12-31 13F J.P. Morgan Chase COM 46625H100 3,213 -23 -0.71 448 17.59 0.2525
2019-10-17 2019-09-30 13F J.P. Morgan Chase COM 46625H100 3,236 6 0.19 381 5.54 0.2270
2019-08-15 2019-06-30 13F J.P. Morgan Chase COM 46625H100 3,230 123 3.96 361 14.60 0.2380
2019-05-06 2019-03-31 13F J.P. Morgan Chase COM 46625H100 3,107 2,512 422.18 315 -45.78 0.2595
2019-02-13 2018-12-31 13F J.P. Morgan Chase COM 46625H100 595 595 581 0.2648
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.