JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership69,827 shares
Latest Disclosed Value $ 20,540,398
Wealthcare Advisory Partners LLC reports 0.27% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 69,827 shares of JPMorgan Chase & Co. (CH:JPM) valued at $20,540,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 70,018 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.27% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 69,827 -191 -0.27 20,540 -8.96 0.3994
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 70,018 14,026 25.05 22,561 27.74 0.4432
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 55,992 507 0.91 17,662 9.80 0.3679
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 55,485 3,080 5.88 16,086 25.14 0.3670
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 52,405 -115 -0.22 12,855 2.11 0.3449
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 52,520 -1,697 -3.13 12,590 10.12 0.3496
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 54,217 -956 -1.73 11,432 2.45 0.3257
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 55,173 4,213 8.27 11,159 9.33 0.3486
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 50,960 11,572 29.38 10,207 52.37 0.3347
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 39,388 -3,403 -7.95 6,700 7.96 0.2664
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 42,791 -331 -0.77 6,206 -1.05 0.2850
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 43,122 150 0.35 6,272 12.00 0.2805
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 42,972 1,305 3.13 5,600 0.21 0.2406
2023-02-13 2022-12-31 13F JP MORGAN CHASE COMMON 46625H100 41,667 110 0.26 5,588 28.64 0.2670
2022-11-14 2022-09-30 13F JP MORGAN CHASE COMMON 46625H100 41,557 18,080 77.01 4,343 64.26 0.2477
2022-08-15 2022-06-30 13F JP MORGAN CHASE COMMON 46625H100 23,477 611 2.67 2,644 -15.17 0.1600
2022-04-15 2022-03-31 13F JP MORGAN CHASE COMMON 46625H100 22,866 921 4.20 3,117 -10.30 0.1893
2022-02-11 2021-12-31 13F JP MORGAN CHASE COMMON 46625H100 21,945 -1,007 -4.39 3,475 -7.51 0.2078
2021-11-15 2021-09-30 13F JP MORGAN CHASE Equity 46625H100 22,952 955 4.34 3,757 9.82 0.2456
2021-08-16 2021-06-30 13F JP MORGAN CHASE COMMON 46625H100 21,997 -643 -2.84 3,421 -0.75 0.2290
2021-04-30 2021-03-31 13F JPMORGAN CHASE COMMON 46625H100 22,640 5,714 33.76 3,447 60.25 0.2497
2021-02-12 2020-12-31 13F JPMORGAN CHASE COMMON 46625H100 16,926 -488 -2.80 2,151 28.34 0.1911
2020-10-29 2020-09-30 13F JPMORGAN CHASE COMMON 46625H100 17,414 -107 -0.61 1,676 1.70 0.1838
2020-07-29 2020-06-30 13F JPMORGAN CHASE COMMON 46625H100 17,521 723 4.30 1,648 8.99 0.2054
2020-04-29 2020-03-31 13F JPMORGAN CHASE COMMON 46625H100 16,798 5,806 52.82 1,512 -1.31 0.2216
2020-01-29 2019-12-31 13F J P MORGAN CHASE COMMON 46625H100 10,992 183 1.69 1,532 20.44 0.1948
2019-10-16 2019-09-30 13F J P MORGAN CHASE COMMON 46625H100 10,809 607 5.95 1,272 11.48 0.1846
2019-07-30 2019-06-30 13F J P MORGAN CHASE COMMON 46625H100 10,202 -158 -1.53 1,141 8.77 0.1808
2019-05-13 2019-03-31 13F J P MORGAN CHASE COMMON 46625H100 10,360 -469 -4.33 1,049 -0.76 0.1789
2019-02-14 2018-12-31 13F J P MORGAN CHASE COMMON 46625H100 10,829 -83 -0.76 1,057 -14.13 0.2051
2018-11-14 2018-09-30 13F J P MORGAN CHASE COMMON 46625H100 10,912 341 3.23 1,231 11.81 0.2260
2018-08-13 2018-06-30 13F J P MORGAN CHASE COMMON 46625H100 10,571 636 6.40 1,101 0.73 0.2158
2018-05-14 2018-03-31 13F J P MORGAN CHASE COMMON 46625H100 9,935 1,115 12.64 1,093 15.91 0.2470
2018-02-14 2017-12-31 13F J P MORGAN CHASE COMMON 46625H100 8,820 1,784 25.36 943 40.33 0.2425
2017-11-15 2017-09-30 13F J P MORGAN CHASE COMMON 46625H100 7,036 7,036 672 0.1997
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.