JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionWeil Company, Inc.
Latest Disclosed Ownership12,845 shares
Latest Disclosed Value $ 3,778,514
Weil Company, Inc. reports 3.67% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Weil Company, Inc. filed a 13F-HR form disclosing ownership of 12,845 shares of JPMorgan Chase & Co. (CH:JPM) valued at $3,778,514 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 13,335 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.67% 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 12,845 -490 -3.67 3,779 -12.06 0.8484
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 13,335 -1,187 -8.17 4,297 -6.20 0.9883
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 14,522 -225 -1.53 4,581 7.13 1.1024
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 14,747 -1,083 -6.84 4,275 10.12 1.1274
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 15,830 -1,401 -8.13 3,883 -6.00 1.1587
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 17,231 -1,892 -9.89 4,130 2.43 1.4291
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 19,123 -3,043 -13.73 4,032 -10.06 1.3218
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 22,166 -385 -1.71 4,483 -0.75 1.6359
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 22,551 -8,830 -28.14 4,517 -15.36 1.7921
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 31,381 -6,238 -16.58 5,338 -2.16 2.3443
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 37,619 2,346 6.65 5,456 6.34 2.7113
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 35,273 -1,318 -3.60 5,130 7.59 2.2839
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 36,591 -84 -0.23 4,768 -3.05 2.1631
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 36,675 6,812 22.81 4,918 57.58 2.2377
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 29,863 1,202 4.19 3,121 -3.31 1.9163
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 28,661 6,582 29.81 3,228 7.24 1.8160
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 22,079 -6,483 -22.70 3,010 -33.45 1.5126
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 28,562 -3,063 -9.69 4,523 -12.63 2.1098
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 31,625 -796 -2.46 5,177 2.66 2.6934
2021-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 32,421 -1,500 -4.42 5,043 -2.34 2.5480
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 33,921 -1,668 -4.69 5,164 14.20 2.9237
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 35,589 246 0.70 4,522 32.92 2.7073
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 35,343 -4,405 -11.08 3,402 -9.01 2.4793
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 39,748 5,700 16.74 3,739 21.99 3.1595
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 34,048 10,288 43.30 3,065 -7.46 2.8818
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 23,760 -2,356 -9.02 3,312 7.74 2.5305
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 26,116 1,991 8.25 3,074 13.98 2.2832
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 24,125 2,292 10.50 2,697 22.04 2.1898
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 21,833 20 0.09 2,210 3.80 1.8479
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 21,813 3,121 16.70 2,129 2.16 1.9276
2018-11-07 2018-09-30 13F JPMORGAN CHASE COM 46625H100 18,692 3,832 25.79 2,084 34.63 1.7196
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 14,860 7 0.05 1,548 -5.21 1.3092
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 14,853 26 0.18 1,633 2.96 1.5283
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 14,827 14,827 1,586 1.4509
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.