JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionWelch & Forbes Llc
Latest Disclosed Ownership652,907 shares
Latest Disclosed Value $ 192,059,041
Welch & Forbes Llc reports 1.96% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Welch & Forbes Llc filed a 13F-HR form disclosing ownership of 652,907 shares of JPMorgan Chase & Co. (CH:JPM) valued at $192,059,041 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 665,957 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.96% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 652,907 -13,050 -1.96 192,059 -10.50 2.4831
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 665,957 -5,331 -0.79 214,585 1.34 2.5997
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 671,288 -8,560 -1.26 211,744 7.43 2.5502
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 679,848 -9,967 -1.44 197,095 16.48 2.4612
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 689,815 -8,636 -1.24 169,212 1.07 2.2139
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 698,451 -4,026 -0.57 167,426 13.03 2.1525
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 702,477 -6,713 -0.95 148,124 1.21 1.8851
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 709,190 -8,235 -1.15 146,355 1.85 1.9531
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 717,425 -5,292 -0.73 143,700 16.89 1.9727
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 722,717 -3,361 -0.46 122,934 16.75 1.8569
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 726,078 -4,354 -0.60 105,296 -0.88 1.7410
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 730,432 -6,327 -0.86 106,234 10.65 1.6757
2023-04-14 2023-03-31 13F JPMORGAN CHASE COM 46625H100 736,759 -334 -0.05 96,007 -2.87 1.6258
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 737,093 1,452 0.20 98,844 28.58 1.7716
2022-10-31 2022-09-30 13F JPMORGAN CHASE COM 46625H100 735,641 4,989 0.68 76,876 -6.57 1.5013
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 730,652 -549 -0.08 82,279 -17.46 1.5054
2022-04-25 2022-03-31 13F JPMORGAN CHASE COM 46625H100 731,201 15,804 2.21 99,678 -12.01 1.5704
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 715,397 6,247 0.88 113,283 -2.41 1.6959
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 709,150 -11,540 -1.60 116,081 3.55 1.9291
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 720,690 15,496 2.20 112,096 4.42 1.8940
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 705,194 5,106 0.73 107,352 20.67 1.9825
2021-01-20 2020-12-31 13F JPMORGAN CHASE COM 46625H100 700,088 3,152 0.45 88,960 32.59 1.7403
2020-10-23 2020-09-30 13F JPMORGAN CHASE COM 46625H100 696,936 29,573 4.43 67,094 6.89 1.4479
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 667,363 23,726 3.69 62,772 8.32 1.4704
2020-04-17 2020-03-31 13F JPMORGAN CHASE COM 46625H100 643,637 -3,206 -0.50 57,948 -35.73 1.6185
2020-01-17 2019-12-31 13F JPMORGAN CHASE COM 46625H100 646,843 2,990 0.46 90,170 19.00 2.0062
2019-10-11 2019-09-30 13F JPMORGAN CHASE COM 46625H100 643,853 3,233 0.50 75,775 5.80 1.8083
2019-07-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 640,620 16,421 2.63 71,621 13.35 1.7435
2019-04-29 2019-03-31 13F JPMORGAN CHASE COM 46625H100 624,199 10,007 1.63 63,187 5.39 1.5852
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 614,192 4,646 0.76 59,957 -12.83 1.6903
2018-10-17 2018-09-30 13F JPMORGAN CHASE COM 46625H100 609,546 5,396 0.89 68,781 9.26 1.6395
2018-07-16 2018-06-30 13F JPMORGAN CHASE COM 46625H100 604,150 9,085 1.53 62,951 -3.80 1.6277
2018-04-12 2018-03-31 13F JPMORGAN CHASE COM 46625H100 595,065 1,372 0.23 65,439 3.07 1.6863
2018-01-26 2017-12-31 13F JPMORGAN CHASE COM 46625H100 593,693 -1,665 -0.28 63,490 11.66 1.6946
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 595,358 10,798 1.85 56,862 6.43 1.4967
2017-07-31 2017-06-30 13F JPMORGAN CHASE COM 46625H100 584,560 50,544 9.46 53,428 13.90 1.4932
2017-07-31 2017-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 534,016 -576 -0.11 46,908 1.69 1.3426
2017-04-27 2017-03-31 13F JPMORGAN CHASE COM 46625H100 532,175 46,747
2017-02-07 2016-12-31 13F JPMORGAN CHASE COM 46625H100 534,592 13,670 2.62 46,130 32.98 1.3804
2016-11-02 2016-09-30 13F JPMORGAN CHASE COM 46625H100 520,922 -11,520 -2.16 34,689 4.84 1.1995
2016-08-02 2016-06-30 13F JPMORGAN CHASE COM 46625H100 532,442 16,737 3.25 33,086 8.34 1.0083
2016-05-05 2016-03-31 13F JPMORGAN CHASE COM 46625H100 515,705 -2,309 -0.45 30,540 -10.71 0.9511
2016-01-27 2015-12-31 13F JPMORGAN CHASE COM 46625H100 518,014 11,559 2.28 34,205 10.77 1.0975
2015-11-05 2015-09-30 13F JPMORGAN CHASE COM 46625H100 506,455 5,382 1.07 30,878 -9.05 1.0307
2015-08-11 2015-06-30 13F JPMORGAN CHASE COM 46625H100 501,073 -4,598 -0.91 33,952 10.83 1.0563
2015-04-30 2015-03-31 13F JPMORGAN CHASE COM 46625H100 505,671 505,671 0.00 30,634 0.9205
2015-01-27 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -504,036 -100.00 0 -100.00
2014-10-27 2014-09-30 13F JPMORGAN CHASE COM 46625H100 504,036 3,180 0.63 30,364 5.21 0.9269
2014-07-31 2014-06-30 13F JPMORGAN CHASE COM 46625H100 500,856 5,220 1.05 28,860 -4.09 0.9109
2014-05-01 2014-03-31 13F JPMORGAN CHASE COM 46625H100 495,636 -7,239 -1.44 30,091 2.32 0.9531
2014-01-17 2013-12-31 13F JPMORGAN CHASE COM 46625H100 502,875 3,520 0.70 29,408 13.93 0.9311
2013-10-31 2013-09-30 13F JPMORGAN CHASE COM 46625H100 499,355 9,064 1.85 25,812 -0.27 0.8689
2013-08-08 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 490,291 490,291 25,882 0.9253
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.