JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionOxler Private Wealth LLC
Latest Disclosed Ownership5,041 shares
Latest Disclosed Value $ 1,482,997
Oxler Private Wealth LLC reports 0.34% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Oxler Private Wealth LLC filed a 13F-HR form disclosing ownership of 5,041 shares of JPMorgan Chase & Co. (CH:JPM) valued at $1,482,997 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 5,024 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.34% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,041 17 0.34 1,483 -8.41 0.4643
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,024 23 0.46 1,619 2.60 0.4688
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,001 21 0.42 1,578 9.29 0.4590
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,980 6 0.12 1,444 18.28 0.4537
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,974 -434 -8.03 1,220 -5.86 0.4287
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,408 26 0.48 1,296 14.29 0.4262
2024-10-11 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,382 144 2.75 1,135 7.08 0.3954
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,238 27 0.52 1,059 1.53 0.3921
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,211 28 0.54 1,044 18.39 0.4092
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,183 17 0.33 882 17.62 0.7317
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,166 23 0.45 750 0.27 0.3770
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,143 89 1.76 748 13.53 0.3561
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,054 -3,104 -38.05 658 -39.85 0.3250
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,158 71 0.88 1,094 -99.87 0.5890
2022-11-15 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 8,087 -1,920 -19.19 845,886 -24.94 0.4728
2022-08-15 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 10,007 81 0.82 1,126,981 83,194.97 0.5425
2022-05-16 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 9,926 65 0.66 1,353 -13.32 0.6102
2022-01-27 2021-12-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 9,861 -270 -2.67 1,561 -5.85 0.6469
2021-11-09 2021-09-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 10,131 1,893 22.98 1,658 29.43 0.7306
2021-08-12 2021-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 8,238 73 0.89 1,281 3.14 0.5584
2021-05-03 2021-03-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 8,165 3,140 62.49 1,242 96.52 0.6290
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,025 5,025 632 0.3562
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.