JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionWest Branch Capital LLC
Latest Disclosed Ownership34,037 shares
Latest Disclosed Value $ 10,012,180
West Branch Capital LLC ownership in JPM / JPMorgan Chase & Co.

On April 14, 2026 - West Branch Capital LLC filed a 13F-HR form disclosing ownership of 34,037 shares of JPMorgan Chase & Co. (CH:JPM) valued at $10,012,180 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 34,037 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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 34,037 0 0.00 10,012 -8.71 2.6808
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 34,037 154 0.45 10,967 2.62 2.8261
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 33,883 -31 -0.09 10,688 8.71 2.8045
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 33,914 -188 -0.55 9,832 17.53 2.9077
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 34,102 1,123 3.41 8,365 5.82 2.7907
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 32,979 693 2.15 7,905 16.13 2.5217
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 32,286 383 1.20 6,808 5.50 2.3538
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 31,903 79 0.25 6,453 1.22 2.3966
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 31,824 1,641 5.44 6,374 24.15 2.5714
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 30,183 936 3.20 5,134 21.06 2.4136
2023-10-20 2023-09-30 13F JPMORGAN CHASE COM 46625H100 29,247 -40 -0.14 4,241 -0.42 2.2257
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 29,287 282 0.97 4,259 12.70 2.1253
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 29,005 -511 -1.73 3,780 -4.52 2.1058
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 29,516 222 0.76 3,958 29.30 2.4449
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 29,294 -17 -0.06 3,061 -7.27 1.9026
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 29,311 -70 -0.24 3,301 -17.58 1.9091
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 29,381 -2,231 -7.06 4,005 -20.00 1.9137
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 31,612 1,038 3.40 5,006 0.02 2.1307
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 30,574 -28 -0.09 5,005 5.15 2.4082
2021-08-17 2021-06-30 13F JPMORGAN CHASE COM 46625H100 30,602 383 1.27 4,760 3.48 2.3391
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 30,219 -841 -2.71 4,600 16.54 2.6916
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 31,060 -1,950 -5.91 3,947 24.20 2.3325
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 33,010 -718 -2.13 3,178 0.19 2.0278
2020-07-08 2020-06-30 13F JPMORGAN CHASE COM 46625H100 33,728 1,814 5.68 3,172 10.41 2.2348
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 31,914 -1,875 -5.55 2,873 -39.00 2.7442
2020-01-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 33,789 -2,674 -7.33 4,710 9.76 3.2803
2019-10-23 2019-09-30 13F JPMorgan Chase COM 46625H100 36,463 -635 -1.71 4,291 3.45 3.1782
2019-08-05 2019-06-30 13F JPMorgan Chase COM 46625H100 37,098 1,886 5.36 4,148 16.39 3.4225
2019-04-30 2019-03-31 13F JPMORGAN CHASE COM 46625H100 35,212 -335 -0.94 3,564 2.71 3.1901
2019-02-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 35,547 -1,625 -4.37 3,470 -17.26 3.6549
2018-10-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 37,172 -317 -0.85 4,194 7.37 3.1113
2018-08-02 2018-06-30 13F JPMORGAN CHASE COM 46625H100 37,489 7,664 25.70 3,906 19.09 3.0786
2018-05-02 2018-03-31 13F JPMORGAN CHASE COM 46625H100 29,825 29,825 3,280 3.6007
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.