JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionDaymark Wealth Partners, Llc
Latest Disclosed Ownership271,829 shares
Latest Disclosed Value $ 79,961,220
Daymark Wealth Partners, Llc reports 4.69% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Daymark Wealth Partners, Llc filed a 13F-HR form disclosing ownership of 271,829 shares of JPMorgan Chase & Co. (CL:JPM) valued at $79,961,220 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 259,648 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.69% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 271,829 12,181 4.69 79,961 -4.42 2.5148
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 259,648 -4,435 -1.68 83,664 0.44 2.6657
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 264,083 -1,522 -0.57 83,300 8.18 2.8280
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 265,605 12,274 4.85 77,001 23.91 2.9290
2025-04-23 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 253,331 -99,109 -28.12 62,142 2.52 2.6704
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 350,529 -1,911 61,555 2.6541
2025-01-17 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 352,440 440 0.12 60,612 13.86 2.5613
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 352,440 440 60,612 2.5613
2024-10-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 352,000 1,997 0.57 53,237 5.07 2.2536
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 350,003 9,997 2.94 50,666 5.17 2.3242
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 340,006 2,336 0.69 48,173 18.87 2.5924
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 337,670 44 0.01 40,528 17.27 2.4887
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 337,626 137,532 68.73 34,561 18.76 2.3804
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 200,094 107,022 114.99 29,102 139.95 2.1613
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 93,072 16,631 21.76 12,128 18.32 1.6091
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 76,441 76,441 10,251 1.8134
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.