JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionApollon Wealth Management, LLC
Latest Disclosed Ownership219,080 shares
Latest Disclosed Value $ 64,444,511
Apollon Wealth Management, LLC reports 9.44% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Apollon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 219,080 shares of JPMorgan Chase & Co. (CL:JPM) valued at $64,444,511 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 200,179 shares of JPMorgan Chase & Co.. This represents a change in shares of 9.44% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 219,080 18,901 9.44 64,445 -0.09 1.0473
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 200,179 3,887 1.98 64,502 4.18 1.1178
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 196,292 13,552 7.42 61,916 16.87 1.1013
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 182,740 7,664 4.38 52,978 23.36 1.0460
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 175,076 34,259 24.33 42,946 27.23 0.9447
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 140,817 17,306 14.01 33,755 29.61 0.7783
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 123,511 2,964 2.46 26,044 6.82 0.7365
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 120,547 -1,905 -1.56 24,382 -0.60 0.7424
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 122,452 349 0.29 24,527 18.09 0.7722
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 122,103 39,794 48.35 20,770 74.00 0.7175
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 82,309 -1,422 -1.70 11,936 -1.98 0.5993
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 83,731 5,244 6.68 12,178 19.07 0.5873
2023-05-16 2023-03-31 13F JPMORGAN CHASE COM 46625H100 78,487 7,981 11.32 10,228 8.18 0.6273
2023-02-15 2022-12-31 13F JPMORGAN CHASE COM 46625H100 70,506 6,376 9.94 9,455 41.06 0.6709
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 64,130 3,326 5.47 6,702 -2.12 0.5522
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 60,804 1,740 2.95 6,847 -14.97 0.5700
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 59,064 532 0.91 8,052 -13.13 0.5721
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 58,532 12,831 28.08 9,269 23.90 0.6925
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 45,701 15,204 49.85 7,481 57.73 1.0253
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 30,497 -310 -1.01 4,743 1.13 0.8482
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 30,807 22,063 252.32 4,690 322.14 0.9066
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,744 3,031 53.05 1,111 102.00 0.3011
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,713 -238 -4.00 550 -1.79 0.2469
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,951 5,951 560 0.3093
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -2,060 -100.00 0 -100.00
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,060 1 0.05 283 16.94 0.2498
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,059 1,077 109.67 242 120.00 0.2536
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 982 982 110 0.1263
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.