JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership4,963 shares
Latest Disclosed Value $ 1,460,034
Liberty Wealth Management Llc reports 3.59% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 4,963 shares of JPMorgan Chase & Co. (CL:JPM) valued at $1,460,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 5,148 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.59% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE &CO COM 46625H100 4,963 -185 -3.59 1,460 -11.94 0.1824
2026-02-04 2025-12-31 13F JPMORGAN CHASE &CO. COM 46625H100 5,148 249 5.08 1,659 7.31 0.2141
2025-10-31 2025-09-30 13F JPMORGAN CHASE &CO. COM 46625H100 4,899 -31 -0.63 1,545 8.12 0.2176
2025-08-01 2025-06-30 13F JPMORGAN CHASE &CO. COM 46625H100 4,930 -125,237 -96.21 1,429 37.40 0.2241
2025-05-09 2025-03-31 13F JPMORGAN CHASE &CO. COM 46625H100 130,167 125,578 2,736.50 1,041 -5.45 0.1907
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,589 105 2.34 1,100 16.40 0.1834
2024-11-04 2024-09-30 13F JPMORGAN CHASE &CO. COM 46625H100 4,484 -46,892 -91.27 945 0.1606
2024-08-07 2024-06-30 13F JPMORGAN CHASE &CO. COM 46625H100 51,376 46,982 1,069.23 1 0.1663
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,394 -182 -3.98 1 0.1717
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,576 315 7.39 1 0.1668
2023-11-13 2023-09-30 13F JPMORGAN CHASE &CO COM 46625H100 4,261 -275 -6.06 1 -100.00 0.1538
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,536 -2,655 -36.92 660 -29.14 0.1630
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,191 2,606 56.84 930 94.15 0.1920
2022-11-15 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,585 695 17.87 479 9.36 0.1277
2022-08-15 2022-06-30 13F JPMORGAN CHASE &CO COM 46625H100 3,890 95 2.50 438 -15.28 0.1777
2022-05-09 2022-03-31 13F JPMORGAN CHASE &CO COM 46625H100 3,795 497 15.07 517 -0.96 0.1866
2022-02-15 2021-12-31 13F JPMORGAN CHASE &CO COM 46625H100 3,298 53 1.63 522 -2.06 0.0227
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,245 458 16.43 533 23.09 0.1901
2021-08-13 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,787 -193 -6.48 433 12.18 0.1684
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 433,446 430,466 2,787 0.0850
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,980 0 0.00 386 0.00 0.1885
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,980 255 9.36 386 47.33 0.1889
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,725 -7 -0.26 262 1.95 0.1544
2020-08-04 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,732 -70 -2.50 257 1.98 0.1808
2020-04-27 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,802 29 1.05 252 -34.72 0.2201
2020-02-05 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,773 69 2.55 386 21.38 0.3042
2019-10-30 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,704 1,122 70.92 318 79.66 0.3009
2019-07-30 2019-06-30 13F JPMORGAN CHASE &CO. COM 46625H100 1,582 120 8.21 177 20.41 0.1552
2019-04-18 2019-03-31 13F JPMORGAN CHASE &CO COM 46625H100 1,462 -4 -0.27 147 2.80 0.1107
2019-03-26 2018-12-31 13F JPMORGAN CHASE COM 46625H100 1,466 1,466 143 0.1066
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.