JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionAbsher Wealth Management, Llc
Latest Disclosed Ownership103,218 shares
Latest Disclosed Value $ 30,362,587
Absher Wealth Management, Llc reports 3.63% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Absher Wealth Management, Llc filed a 13F-HR form disclosing ownership of 103,218 shares of JPMorgan Chase & Co. (CL:JPM) valued at $30,362,587 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 107,109 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.63% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 103,218 -3,891 -3.63 30,363 -12.02 3.5599
2026-01-28 2025-12-31 13F JPMORGAN CHASE COM 46625H100 107,109 -2,940 -2.67 34,513 -0.58 4.0939
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 110,049 -1,141 -1.03 34,713 7.68 4.1479
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 111,190 -6,657 -5.65 32,235 11.51 3.9949
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 117,847 2,057 1.78 28,908 4.15 3.7907
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 115,790 -13,665 -10.56 27,756 1.68 3.6319
2024-10-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 129,455 -839 -0.64 27,297 3.58 3.5209
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 130,294 -9,861 -7.04 26,353 -6.12 3.7003
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 140,155 -4,949 -3.41 28,073 13.73 3.8938
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 145,104 -8,617 -5.61 24,682 10.72 3.7119
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 153,721 3,860 2.58 22,293 2.28 3.7131
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 149,861 908 0.61 21,796 12.29 3.6079
2023-04-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 148,953 -63,747 -29.97 19,410 -31.95 3.3609
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 212,700 7,155 3.48 28,523 32.79 5.2252
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 205,545 20,569 11.12 21,479 3.12 4.5079
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 184,976 16,099 9.53 20,830 -9.52 4.0493
2022-04-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 168,877 33,534 24.78 23,021 7.41 3.9301
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 135,343 728 0.54 21,432 -2.74 3.5933
2021-11-04 2021-09-30 13F JPMORGAN CHASE COM 46625H100 134,615 -7,513 -5.29 22,035 -0.33 4.0753
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 142,128 5,170 3.77 22,107 6.03 3.9236
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 136,958 -244 -0.18 20,849 19.59 3.9450
2021-02-01 2020-12-31 13F JPMORGAN CHASE COM 46625H100 137,202 6,832 5.24 17,434 38.91 3.6497
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 130,370 305 0.23 12,551 2.59 3.0170
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 130,065 6,565 5.32 12,234 10.03 3.1245
2020-05-01 2020-03-31 13F JPMORGAN CHASE COM 46625H100 123,500 4,716 3.97 11,119 -30.37 3.4474
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 118,784 118,784 15,968 4.0515
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.