JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership132,493 shares
Latest Disclosed Value $ 38,974,014
Perigon Wealth Management, LLC reports 0.23% increase in ownership of JPM / JPMorgan Chase & Co.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 132,493 shares of JPMorgan Chase & Co. (CH:JPM) valued at $38,974,014 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 132,194 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.23% 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)
2026-04-10 2026-03-31 13F JPMORGAN CHASE COM 46625H100 132,493 299 0.23 38,974 -8.50 0.7070
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 132,194 1,176 0.90 42,595 3.07 0.7620
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 131,018 7,427 6.01 41,327 15.34 0.8427
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 123,591 -1,878 -1.50 35,830 16.42 0.8368
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 125,469 -1,394 -1.10 30,778 -4.59 0.7902
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 126,863 7,238 6.05 32,257 27.89 0.7923
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 119,625 -441 -0.37 25,224 3.87 0.6659
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 120,066 420 0.35 24,285 1.33 0.7037
2024-04-29 2024-03-31 13F JPMORGAN CHASE COM 46625H100 119,646 -8,432 -6.58 23,965 10.01 0.7264
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 128,078 4,426 3.58 21,786 21.49 0.7124
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 123,652 -1,552 -1.24 17,932 -1.52 0.7267
2023-08-02 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 125,204 51,416 69.68 18,210 89.38 0.7155
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 125,204 51,416 18,210 0.7155
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 73,788 1,643 2.28 9,615 -0.61 0.5466
2023-05-01 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 72,145 5,928 8.95 9,675 39.80 0.5995
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 72,145 5,928 9,675 0.5997
2022-12-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 66,217 -2,046 -3.00 6,920 -9.98 0.5981
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 68,263 1,482 2.22 7,687 -15.56 0.6423
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 66,781 -2,277 -3.30 9,104 -16.74 0.6432
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 69,058 6,055 9.61 10,935 6.03 0.7820
2021-11-01 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 63,003 -533 -0.84 10,313 4.36 0.8950
2021-07-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 63,536 2,857 4.71 9,882 6.98 0.8788
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 60,679 7,537 14.18 9,237 36.78 0.9421
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 53,142 1,581 3.07 6,753 36.04 0.7845
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 51,561 151 0.29 4,964 2.65 0.6938
2020-07-29 2020-06-30 13F JPMORGAN CHASE COM 46625H100 51,410 2,026 4.10 4,836 -4.71 0.7666
2020-04-17 2020-03-31 13F JPMORGAN CHASE COM 46625H100 49,384 3,315 7.20 5,075 -20.30 0.9446
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 46,069 -439 -0.94 6,368 14.14 1.2997
2019-10-25 2019-09-30 13F JPMORGAN CHASE COM 46625H100 46,508 846 1.85 5,579 9.29 1.3102
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 45,662 504 1.12 5,105 -0.68 1.1952
2019-05-15 2019-03-31 13F JP Morgan Chase COM 46625H100 45,158 -1,566 -3.35 5,140 9.45 1.1953
2019-02-11 2018-12-31 13F JP Morgan Chase COM 46625H100 46,724 5,091 12.23 4,696 -0.04 1.1989
2018-11-13 2018-09-30 13F JP Morgan Chase COM 46625H100 41,633 7,388 21.57 4,698 31.67 1.1573
2018-08-09 2018-06-30 13F/A-2 JP Morgan Chase COM 46625H100 34,245 6,110 21.72 3,568 15.32 1.0727
2018-08-08 2018-06-30 13F/A-1 JP Morgan Chase COM 46625H100 28,135 0 3,094 1.2471
2018-08-07 2018-06-30 13F JP Morgan Chase COM 46625H100 28,135 0 3,094 1.2471
2018-05-14 2018-03-31 13F JP Morgan Chase COM 46625H100 28,135 3,278 13.19 3,094 16.40 1.1398
2018-02-14 2017-12-31 13F JP Morgan Chase COM 46625H100 24,857 -2,026 -7.54 2,658 3.50 0.9918
2017-12-05 2017-09-30 13F JP Morgan Chase COM 46625H100 26,883 17,107 174.99 2,568 187.25 0.8333
2017-09-12 2017-06-30 13F JP Morgan Chase COM 46625H100 9,776 498 5.37 894 9.69 0.1945
2017-06-05 2017-03-31 13F JP Morgan Chase COM 46625H100 9,278 -347 -3.61 815 -8.73 0.1730
2017-03-07 2016-12-31 13F JP Morgan Chase COM 46625H100 9,625 8,134 545.54 893 802.02 0.1950
2016-11-16 2016-09-30 13F JP Morgan Chase COM 46625H100 1,491 180 13.73 99 22.22 0.0254
2016-08-19 2016-06-30 13F JP Morgan Chase COM 46625H100 1,311 -200 -13.24 81 3.85 0.0215
2016-06-03 2016-03-31 13F JP Morgan Chase COM 46625H100 1,511 1,511 -97.72 78 -98.87 0.0244
2014-11-17 2014-09-30 13F JP Morgan Chase COM 46625H100 0 -3,957 -100.00 0 -100.00
2014-08-12 2014-06-30 13F JP Morgan Chase COM 46625H100 3,957 -77 -1.91 228 -2.98 0.0650
2014-02-18 2013-12-31 13F JP Morgan Chase COM 46625H100 4,034 -62,183 -93.91 235 -96.60 0.1303
2022-11-14 2011-09-30 13F JPMORGAN CHASE COM 46625H100 66,217 66,217 6,920 0.5981
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.