JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionPalumbo Wealth Management LLC
Latest Disclosed Ownership30,726 shares
Latest Disclosed Value $ 9,038,242
Palumbo Wealth Management LLC reports 141.71% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Palumbo Wealth Management LLC filed a 13F-HR form disclosing ownership of 30,726 shares of JPMorgan Chase & Co. (CL:JPM) valued at $9,038,242 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 12,712 shares of JPMorgan Chase & Co.. This represents a change in shares of 141.71% 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.

Upgrade to unlock premium data and export to Excel .

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 COM 46625H100 30,726 18,014 141.71 9,038 120.71 2.2055
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 12,712 310 2.50 4,096 12.72 1.0106
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 12,402 404 3.37 3,634 4.46 1.1607
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,998 381 3.28 3,478 22.08 1.0773
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 11,617 205 1.80 2,850 4.17 0.9525
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 11,412 225 2.01 2,736 15.99 1.0214
2024-10-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,187 1,212 12.15 2,359 16.91 0.9172
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,975 -187 -1.84 2,017 -0.88 0.8524
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,162 -81 -0.79 2,035 16.82 0.9113
2024-01-22 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,243 45 0.44 1,742 17.86 0.8905
2023-10-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 10,198 -2,927 -22.30 1,479 -22.54 0.8135
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 13,125 20 0.15 1,909 11.78 1.1676
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 13,105 477 3.78 1,708 0.83 1.1358
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 12,628 177 1.42 1,693 30.13 1.3464
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 12,451 240 1.97 1,301 -5.38 1.1012
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 12,211 442 3.76 1,375 -14.28 1.0916
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 11,769 302 2.63 1,604 -11.67 1.0311
2022-02-16 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,467 430 3.90 1,816 0.50 1.1372
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 11,037 -3,118 -22.03 1,807 -17.94 1.1912
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 14,155 187 1.34 2,202 3.57 1.4777
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 13,968 4,705 50.79 2,126 80.63 1.6026
2021-05-17 2020-12-31 13F JPMORGAN CHASE COM 46625H100 9,263 9,263 1,177 0.9502
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.