JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionPurus Wealth Management, LLC
Latest Disclosed Ownership14,963 shares
Latest Disclosed Value $ 4,401,389
Purus Wealth Management, LLC reports 0.70% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Purus Wealth Management, LLC filed a 13F-HR form disclosing ownership of 14,963 shares of JPMorgan Chase & Co. (CH:JPM) valued at $4,401,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 15,069 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.70% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 14,963 -106 -0.70 4,401 -9.35 1.4032
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 15,069 -399 -2.58 4,856 -0.49 1.5144
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 15,468 1 0.01 4,879 8.81 1.5571
2025-08-11 2025-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 15,467 2,180 16.41 4,484 37.59 1.5565
2025-08-01 2025-06-30 13F JPMORGAN CHASE COM 46625H100 13,287 0 3,259 1.4181
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 13,287 546 4.29 3,259 6.71 1.3861
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 12,741 477 3.89 3,054 18.14 1.2084
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 12,264 -358 -2.84 2,586 1.29 1.0951
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 12,622 2,067 19.58 2,553 20.72 1.1273
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,555 1,836 21.06 2,114 42.55 1.0436
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 8,719 618 7.63 1,483 26.32 0.8595
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 8,101 387 5.02 1,175 4.73 0.7930
2023-07-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,714 201 2.68 1,122 14.50 0.7275
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,513 552 7.93 979 4.93 0.7731
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,961 -39 -0.56 934 27.63 0.8476
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,000 -109 -1.53 731 -8.74 0.6734
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,109 -173 -2.38 801 -19.34 0.7148
2022-04-22 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,282 -113 -1.53 993 -15.20 0.6864
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,395 -43 -0.58 1,171 -3.86 0.7340
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,438 281 3.93 1,218 9.43 0.8414
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,157 1,869 35.34 1,113 38.26 0.8007
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,288 665 14.38 805 36.90 0.6767
2021-02-23 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,623 4,623 588 0.5243
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.