JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionStony Point Wealth Management Inc.
Latest Disclosed Ownership24,893 shares
Latest Disclosed Value $ 7,322,566
Stony Point Wealth Management Inc. reports 23.29% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Stony Point Wealth Management Inc. filed a 13F-HR form disclosing ownership of 24,893 shares of JPMorgan Chase & Co. (CL:JPM) valued at $7,322,566 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 32,449 shares of JPMorgan Chase & Co.. This represents a change in shares of -23.29% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 24,893 -7,556 -23.29 7,323 -29.97 2.9093
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 32,449 -889 -2.67 10,456 -0.57 3.9119
2025-10-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 33,338 -2,378 -6.66 10,516 1.55 4.2483
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 35,716 -972 -2.65 10,354 15.06 4.4006
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 36,688 -1,069 -2.83 8,999 -0.56 3.8305
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 37,757 -2,406 -5.99 9,051 6.87 3.5864
2024-10-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 40,163 -1,011 -2.46 8,469 1.69 3.5679
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 41,174 -4,712 -10.27 8,328 -9.40 3.6128
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 45,886 -4,940 -9.72 9,191 6.32 3.9961
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 50,826 -1,941 -3.68 8,645 13.17 4.0019
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 52,767 -809 -1.51 7,639 -1.96 3.9746
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 53,576 -143 -0.27 7,792 11.31 3.8835
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 53,719 1,916 3.70 7,000 0.78 3.6343
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 51,803 4,555 9.64 6,947 40.69 3.8393
2022-10-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 47,248 -2,120 -4.29 4,937 -11.19 3.6578
2022-08-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 49,368 1,605 3.36 5,559 -14.62 3.6301
2022-04-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 47,763 6,821 16.66 6,511 0.43 3.4327
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 40,942 6,360 18.39 6,483 14.52 3.4339
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 34,582 4,479 14.88 5,661 20.91 3.4032
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 30,103 2,987 11.02 4,682 13.42 3.0358
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 27,116 5 0.02 4,128 19.83 2.9162
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 27,111 -1,015 -3.61 3,445 27.22 2.5027
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 28,126 2,522 9.85 2,708 12.46 2.1426
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 25,604 2,108 8.97 2,408 13.96 2.0378
2020-04-09 2020-03-31 13F JPMORGAN CHASE COM 46625H100 23,496 159 0.68 2,113 -35.02 2.2363
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 23,337 -1,097 -4.49 3,252 13.07 2.8135
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 24,434 -1,686 -6.45 2,876 -3.43 2.7200
2019-07-23 2019-06-30 13F JPMORGAN CHASE COM 46625H100 26,120 -4,066 -13.47 2,978 -2.62 2.7301
2019-04-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 30,186 -185 -0.61 3,058 3.14 2.6561
2019-01-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 30,371 359 1.20 2,965 -12.46 2.7913
2018-10-19 2018-09-30 13F JPMORGAN CHASE COM 46625H100 30,012 1,282 4.46 3,387 13.13 2.6521
2018-07-23 2018-06-30 13F JPMORGAN CHASE COM 46625H100 28,730 1,899 7.08 2,994 1.46 2.4333
2018-04-12 2018-03-31 13F JPMORGAN CHASE COM 46625H100 26,831 4,544 20.39 2,951 23.84 2.4682
2018-02-20 2017-12-31 13F JPMORGAN CHASE COM 46625H100 22,287 22,287 2,383 2.0389
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.