JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionParisi Gray Wealth Management
Latest Disclosed Ownership28,780 shares
Latest Disclosed Value $ 8,465,839
Parisi Gray Wealth Management reports 0.73% increase in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Parisi Gray Wealth Management filed a 13F-HR form disclosing ownership of 28,780 shares of JPMorgan Chase & Co. (CH:JPM) valued at $8,465,839 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 28,572 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.73% 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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 28,780 208 0.73 8,466 -8.05 2.0169
2026-01-07 2025-12-31 13F JPMORGAN CHASE COM 46625H100 28,572 -115 -0.40 9,206 1.75 2.0900
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 28,687 68 0.24 9,049 9.05 2.3549
2025-07-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 28,619 184 0.65 8,297 18.95 2.3778
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 28,435 2,387 9.16 6,975 11.73 2.2775
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 26,048 -267 -1.01 6,244 12.53 1.9847
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 26,315 -54 -0.20 5,549 4.03 1.8320
2024-07-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 26,369 -68 -0.26 5,333 0.72 1.9121
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 26,437 508 1.96 5,295 20.07 1.9862
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 25,929 92 0.36 4,411 17.73 1.7870
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 25,837 507 2.00 3,747 13.52 1.7017
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 25,330 10,963 76.31 3,301 76.28 1.5083
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 14,367 -10,711 -42.71 1,872 -44.32 1.1643
2023-01-23 2022-12-31 13F JPMORGAN CHASE & CO COM EQUITY 46625H100 25,078 11,085 79.22 3,363 129.96 1.6559
2022-10-19 2022-09-30 13F JPMORGAN CHASE & CO COM EQUITY 46625H100 13,993 -11,624 -45.38 1,462 -49.32 1.1129
2022-07-25 2022-06-30 13F JPMORGAN CHASE & CO COM EQUITY 46625H100 25,617 637 2.55 2,885 -15.27 1.5069
2022-05-13 2022-03-31 13F JPMORGAN CHASE & CO COM EQUITY 46625H100 24,980 -959 -3.70 3,405 -17.09 1.3792
2022-02-08 2021-12-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 25,939 128 0.50 4,107 -4.60 1.5353
2021-11-16 2021-09-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 25,811 -67 -0.26 4,305 6.96 1.7809
2021-08-13 2021-06-30 13F JP MORGAN CHASE & CO COM Equity 46625H100 25,878 -1,758 -6.36 4,025 -4.33 1.4741
2021-05-17 2021-03-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 27,636 174 0.63 4,207 20.54 1.7558
2021-02-09 2020-12-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 27,462 -31 -0.11 3,490 31.85 1.5473
2020-11-10 2020-09-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 27,493 -104 -0.38 2,647 1.96 1.3758
2020-07-27 2020-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 27,597 366 1.34 2,596 6.88 1.4885
2020-05-13 2020-03-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 27,231 917 3.48 2,429 -33.78 1.7199
2020-01-24 2019-12-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 26,314 106 0.40 3,668 18.94 2.0751
2019-10-09 2019-09-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 EQUITY 46625H100 26,208 623 2.44 3,084 7.83 2.0446
2019-07-19 2019-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 EQUITY 46625H100 25,585 241 0.95 2,860 11.28 1.9464
2019-05-14 2019-03-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 25,344 -36 -0.14 2,570 4.56 1.6419
2019-02-12 2018-12-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 25,380 169 0.67 2,458 -14.86 1.6659
2018-11-13 2018-09-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 25,211 419 1.69 2,887 11.90 1.7781
2018-08-13 2018-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 24,792 634 2.62 2,580 -2.31 1.7193
2018-05-11 2018-03-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 24,158 59 0.24 2,641 1.54 2.0235
2018-02-13 2017-12-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 24,099 24,099 2,601 1.9414
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.