JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionPrivate Wealth Partners, LLC
Latest Disclosed Ownership150,859 shares
Latest Disclosed Value $ 44,376,546
Private Wealth Partners, LLC reports 2.00% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Private Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 150,859 shares of JPMorgan Chase & Co. (CL:JPM) valued at $44,376,546 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 153,932 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.00% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 150,859 -3,073 -2.00 44,377 -10.53 3.4183
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 153,932 -2,134 -1.37 49,600 0.76 3.5150
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 156,066 -1,375 -0.87 49,228 7.85 3.5099
2025-08-01 2025-06-30 13F JPMORGAN CHASE COM 46625H100 157,441 -3,212 -2.00 45,644 15.82 3.5594
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 160,653 -12,256 -7.09 39,408 -4.92 3.2631
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 172,909 -2,483 -1.42 41,448 12.07 3.1756
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 175,392 -51,910 -22.84 36,983 -19.56 2.9471
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 227,302 -6,942 -2.96 45,974 -2.01 3.4091
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 234,244 -3,438 -1.45 46,919 16.05 3.7515
2024-02-02 2023-12-31 13F JPMORGAN CHASE COM 46625H100 237,682 236 0.10 40,430 17.41 3.4172
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 237,446 261 0.11 34,434 -0.18 3.2920
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 237,185 -773 -0.32 34,496 11.25 3.1713
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 237,958 10,766 4.74 31,008 1.78 3.0955
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 227,192 491 0.22 30,466 28.60 3.4864
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 226,701 -2,683 -1.17 23,690 -8.29 3.0271
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 229,384 -5,666 -2.41 25,831 -19.38 3.0026
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 235,050 375 0.16 32,042 -13.78 2.8699
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 234,675 -639 -0.27 37,161 -3.53 3.1405
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 235,314 -1,002 -0.42 38,519 4.79 3.5782
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 236,316 203 0.09 36,757 2.26 3.3997
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 236,113 -2,510 -1.05 35,943 18.54 3.8063
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 238,623 3,475 1.48 30,322 33.94 3.2911
2020-10-29 2020-09-30 13F JPMORGAN CHASE COM 46625H100 235,148 1,514 0.65 22,638 3.01 2.6475
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 233,634 8,529 3.79 21,976 8.44 3.0112
2020-04-24 2020-03-31 13F JPMORGAN CHASE COM 46625H100 225,105 -15,445 -6.42 20,266 -39.56 3.4175
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 240,550 4,357 1.84 33,533 20.63 4.5701
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 236,193 -2,514 -1.05 27,798 4.16 4.3266
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 238,707 402 0.17 26,687 10.62 4.1081
2019-05-02 2019-03-31 13F JPMORGAN CHASE COM 46625H100 238,305 8,353 3.63 24,124 7.47 3.9674
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 229,952 20,838 9.96 22,448 -4.87 4.3436
2018-10-25 2018-09-30 13F JPMORGAN CHASE COM 46625H100 209,114 3,621 1.76 23,596 10.20 3.5991
2018-08-16 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 205,493 4,730 2.36 21,412 -3.02 3.6009
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 205,493 4,730 21,412
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 200,763 14,055 7.53 22,078 10.57 3.8448
2018-02-01 2017-12-31 13F JPMORGAN CHASE COM 46625H100 186,708 255 0.14 19,967 12.12 3.6939
2017-11-06 2017-09-30 13F JPMORGAN CHASE COM 46625H100 186,453 735 0.40 17,808 4.91 3.5803
2017-07-26 2017-06-30 13F JPMORGAN CHASE COM 46625H100 185,718 2,685 1.47 16,975 5.58 3.6861
2017-04-19 2017-03-31 13F JPMORGAN CHASE COM 46625H100 183,033 -6,132 -3.24 16,078 -1.50 3.5629
2017-01-19 2016-12-31 13F JPMORGAN CHASE COM 46625H100 189,165 -4,840 -2.49 16,323 26.35 3.8762
2016-10-18 2016-09-30 13F JPMORGAN CHASE COM 46625H100 194,005 -2,120 -1.08 12,919 6.01 3.1023
2016-07-27 2016-06-30 13F JPMORGAN CHASE COM 46625H100 196,125 -12,400 -5.95 12,187 -1.31 2.9288
2016-04-25 2016-03-31 13F JPMORGAN CHASE COM 46625H100 208,525 -9,100 -4.18 12,349 -14.06 2.9678
2016-01-25 2015-12-31 13F JPMORGAN CHASE COM 46625H100 217,625 -7,595 -3.37 14,370 4.65 3.3588
2015-10-26 2015-09-30 13F JPMORGAN CHASE COM 46625H100 225,220 2,670 1.20 13,732 -8.94 3.4558
2015-07-23 2015-06-30 13F JPMORGAN CHASE COM 46625H100 222,550 8,340 3.89 15,080 16.21 3.4062
2015-04-27 2015-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 214,210 6,583 3.17 12,977 -0.12 2.9872
2015-04-22 2015-03-31 13F JPMORGAN CHASE COM 46625H100 207,627 12,993
2015-01-23 2014-12-31 13F JPMORGAN CHASE COM 46625H100 207,627 5,550 2.75 12,993 6.74 3.0539
2014-10-27 2014-09-30 13F JPMORGAN CHASE COM 46625H100 202,077 -4,360 -2.11 12,173 2.34 2.6727
2014-08-05 2014-06-30 13F JPMORGAN CHASE COM 46625H100 206,437 -6,650 -3.12 11,895 -8.05 2.6136
2014-04-30 2014-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 213,087 9,990 4.92 12,937 8.92 3.0502
2014-04-24 2014-03-31 13F JPMORGAN CHASE COM 46625H100 213,087 12,937
2014-01-27 2013-12-31 13F JPMORGAN CHASE COM 46625H100 203,097 31,122 18.10 11,877 33.61 2.6476
2013-10-28 2013-09-30 13F JPMORGAN CHASE COM 46625H100 171,975 10,028 6.19 8,889 3.98 2.1057
2013-07-29 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 161,947 161,947 8,549 2.1318
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.