JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership94,611 shares
Latest Disclosed Value $ 27,830,556
Boston Private Wealth Llc reports 5.78% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 94,611 shares of JPMorgan Chase & Co. (CL:JPM) valued at $27,830,556 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 100,410 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.78% 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)
2026-04-17 2026-03-31 13F JPMORGAN CHASE COM 46625H100 94,611 -5,799 -5.78 27,831 -13.98 1.8333
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 100,410 -7,015 -6.53 32,354 -4.52 1.9075
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 107,425 -10,207 -8.68 33,885 -0.64 1.8235
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 117,632 -62,924 -34.85 34,103 -23.00 1.8271
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 180,556 -37,196 -17.08 44,290 -15.15 1.8200
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 217,752 217,752 52,197 0.9752
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 0 -237,508 -100.00 0 -100.00
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 237,508 -14,118 -5.61 48,038 -4.69 1.1890
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 251,626 -14,221 -5.35 50,401 11.46 1.1237
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 265,847 -67,731 -20.30 45,221 -6.52 1.1000
2023-10-23 2023-09-30 13F JPMORGAN CHASE COM 46625H100 333,578 -22,982 -6.45 48,375 -6.71 1.0624
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 356,560 -112,420 -23.97 51,858 -15.14 0.9372
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 468,980 -37,094 -7.33 61,113 -9.95 0.8541
2023-02-10 2022-12-31 13F Jpmorgan Chase COM 46625H100 506,074 -8,868 -1.72 67,864 26.11 0.9161
2022-11-09 2022-09-30 13F Jpmorgan Chase COM 46625H100 514,942 16,365 3.28 53,812 -4.15 0.7858
2022-08-16 2022-06-30 13F Jpmorgan Chase COM 46625H100 498,577 8,836 1.80 56,144 -15.90 0.8636
2022-05-13 2022-03-31 13F Jpmorgan Chase COM 46625H100 489,741 -114 -0.02 66,762 -13.93 0.8941
2022-02-15 2021-12-31 13F Jpmorgan Chase COM 46625H100 489,855 -5,001 -1.01 77,569 -4.24 1.2721
2021-11-09 2021-09-30 13F Jpmorgan Chase COM 46625H100 494,856 -46,204 -8.54 81,003 -3.75 1.0407
2021-08-13 2021-06-30 13F Jpmorgan Chase COM 46625H100 541,060 1,757 0.33 84,157 2.51 1.0670
2021-05-11 2021-03-31 13F Jpmorgan Chase COM 46625H100 539,303 3,189 0.59 82,099 20.51 1.1435
2021-02-10 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 536,114 -231 -0.04 68,125 31.94 0.9998
2020-11-10 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 536,345 12,528 2.39 51,634 4.80 0.8515
2020-08-05 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 523,817 7,679 1.49 49,270 6.03 0.9157
2020-05-11 2020-03-31 13F JPMorgan Chase COM 46625H100 516,138 -5,355 -1.03 46,468 -36.08 1.1280
2020-02-13 2019-12-31 13F JPMorgan Chase COM 46625H100 521,493 -9,594 -1.81 72,696 16.31 1.3233
2019-11-01 2019-09-30 13F JPMorgan Chase COM 46625H100 531,087 -18,933 -3.44 62,504 1.65 1.2442
2019-07-10 2019-06-30 13F JPMorgan Chase COM 46625H100 550,020 -31,792 -5.46 61,492 4.41 2.0654
2019-05-14 2019-03-31 13F JPMorgan Chase COM 46625H100 581,812 -31,260 -5.10 58,897 -1.59 2.3264
2019-02-14 2018-12-31 13F JPMorgan Chase COM 46625H100 613,072 -21,692 -3.42 59,848 -16.44 2.5533
2018-11-13 2018-09-30 13F JPMorgan Chase COM 46625H100 634,764 -6,750 -1.05 71,626 7.15 2.5333
2018-08-14 2018-06-30 13F JPMorgan Chase COM 46625H100 641,514 -49,348 -7.14 66,846 -12.01 2.5633
2018-05-11 2018-03-31 13F JPMorgan Chase COM 46625H100 690,862 -23,257 -3.26 75,974 -0.52 2.9142
2018-02-13 2017-12-31 13F JPMorgan Chase COM 46625H100 714,119 -2,327 -0.32 76,368 11.60 2.8730
2017-11-13 2017-09-30 13F JPMorgan Chase COM 46625H100 716,446 4,170 0.59 68,428 5.11 2.6316
2017-08-04 2017-06-30 13F JPMorgan Chase COM 46625H100 712,276 -5,072 -0.71 65,102 3.32 2.5543
2017-05-11 2017-03-31 13F JPMorgan Chase COM 46625H100 717,348 -50,758 -6.61 63,012 -4.93 2.5099
2017-02-15 2016-12-31 13F JPMorgan Chase COM 46625H100 768,106 -73,869 -8.77 66,280 18.22 2.7424
2016-11-15 2016-09-30 13F/A-1 JPMorgan Chase COM 46625H100 841,975 9,110 1.09 56,067 8.33 2.2801
2016-11-14 2016-09-30 13F JPMorgan Chase COM 46625H100 832,865 0 51,754 2.1115
2016-08-01 2016-06-30 13F JPMorgan Chase COM 46625H100 832,865 -25,844 -3.01 51,754 1.77 2.1115
2016-05-13 2016-03-31 13F JPMorgan Chase COM 46625H100 858,709 -22,702 -2.58 50,852 -12.63 2.0704
2016-02-12 2015-12-31 13F JPMorgan Chase COM 46625H100 881,411 -39,529 -4.29 58,200 3.65 2.2958
2015-11-12 2015-09-30 13F JPMorgan Chase COM 46625H100 920,940 -15,846 -1.69 56,150 -11.54 2.1765
2015-08-13 2015-06-30 13F JPMorgan Chase COM 46625H100 936,786 28,127 3.10 63,477 15.32 2.1006
2015-05-12 2015-03-31 13F JPMorgan Chase COM 46625H100 908,659 7,658 0.85 55,046 -2.37 1.7772
2015-02-10 2014-12-31 13F JPMorgan Chase COM 46625H100 901,001 901,001 56,385 1.8233
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.