JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionMarks Group Wealth Management, Inc
Latest Disclosed Ownership20,794 shares
Latest Disclosed Value $ 6,116,763
Marks Group Wealth Management, Inc reports 13.26% increase in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Marks Group Wealth Management, Inc filed a 13F-HR form disclosing ownership of 20,794 shares of JPMorgan Chase & Co. (CL:JPM) valued at $6,116,763 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 18,360 shares of JPMorgan Chase & Co.. This represents a change in shares of 13.26% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,794 2,434 13.26 6,117 3.40 0.4364
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 18,360 3,448 23.12 5,916 25.77 0.5664
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 14,912 -71 -0.47 4,704 8.29 0.4370
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 14,983 -5,267 -26.01 4,344 -12.56 0.4040
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 20,250 -79 -0.39 4,967 1.93 0.4780
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 20,329 -295 -1.43 4,873 12.07 0.4800
2024-10-30 2024-09-30 13F JPMORGAN CHASE COM 46625H100 20,624 -214 -1.03 4,349 3.18 0.4152
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,838 -745 -3.45 4,215 -2.52 0.4439
2024-04-29 2024-03-31 13F JPMORGAN CHASE COM 46625H100 21,583 -1,834 -7.83 4,323 8.54 0.4519
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 23,417 -1,674 -6.67 3,983 9.48 0.4540
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 25,091 -1,304 -4.94 3,639 -5.21 0.4504
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 26,395 -3,234 -10.91 3,839 -0.60 0.4565
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 29,629 1,415 5.02 3,861 2.06 0.4933
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 28,214 1,631 6.14 3,784 36.18 0.5165
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 26,583 4,996 23.14 2,778 14.27 0.4227
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 21,587 14,593 208.65 2,431 155.09 0.3506
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,994 1,109 18.84 953 2.03 0.0991
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 515 70
2022-03-03 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 5,885 1,347 29.68 934 26.22 0.1138
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,885 1,347 626 0.1000
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,538 1,574 53.10 740 60.17 0.1001
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,964 115 4.04 462 6.70 0.0634
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,849 133 4.90 433 25.51 0.0642
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,716 0 0.00 345 32.18 0.0538
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,716 -53 -1.91 261 0.38 0.0472
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,769 -5,280 -65.60 260 -64.29 0.0528
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,049 53 0.66 728 -34.71 0.1880
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,996 7,996 1,115 0.2193
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.