JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionWindsor Capital Management, LLC
Latest Disclosed Ownership9,887 shares
Latest Disclosed Value $ 2,908,259
Windsor Capital Management, LLC reports 0.85% increase in ownership of JPM / JPMorgan Chase & Co.

On April 10, 2026 - Windsor Capital Management, LLC filed a 13F-HR form disclosing ownership of 9,887 shares of JPMorgan Chase & Co. (CL:JPM) valued at $2,908,259 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 9,804 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.85% 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)
2026-04-10 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,887 83 0.85 2,908 -7.95 0.8196
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,804 -8 -0.08 3,159 2.07 0.8720
2025-10-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,812 -179 -1.79 3,095 6.87 0.8545
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,991 -494 -4.71 2,897 12.64 0.8446
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,485 -98 -0.93 2,572 1.38 0.7894
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,583 -456 -4.13 2,537 8.98 0.7526
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,039 -238 -2.11 2,328 2.06 0.6755
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 11,277 -128 -1.12 2,281 -0.18 0.7058
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,405 -139 -1.20 2,284 16.35 0.7084
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,544 -396 -3.32 1,964 13.40 0.6422
2023-10-04 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,940 189 1.61 1,732 1.29 0.5993
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,751 0 0.00 1,709 11.63 0.5654
2023-04-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 11,751 -127 -1.07 1,531 -3.83 0.5267
2023-01-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 11,878 -378 -3.08 1,593 24.38 0.5800
2022-11-03 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 12,256 -52 -0.42 1,280 -7.65 0.4786
2022-07-14 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 12,308 -110 -0.89 1,386 -18.09 0.4939
2022-05-04 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 12,418 171 1.40 1,692 -12.74 0.5265
2022-02-07 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 12,247 9 0.07 1,939 -3.20 0.5848
2021-11-12 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 12,238 -163 -1.31 2,003 3.89 0.6421
2021-08-12 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 12,401 -421 -3.28 1,928 -1.18 0.6371
2021-05-14 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 12,822 -144 -1.11 1,951 18.46 0.6758
2021-02-08 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 12,966 -501 -3.72 1,647 27.08 0.6150
2020-10-09 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 13,467 -70 -0.52 1,296 1.81 0.5415
2020-07-16 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 13,537 775 6.07 1,273 10.79 0.5486
2020-04-22 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 12,762 155 1.23 1,149 -34.60 0.5816
2020-02-12 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 12,607 153 1.23 1,757 19.93 0.7392
2019-11-08 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 12,454 -811 -6.11 1,465 -1.21 0.6540
2019-08-02 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 13,265 47 0.36 1,483 10.84 0.6818
2019-05-02 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 13,218 -127 -0.95 1,338 2.76 0.6317
2019-02-05 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 13,345 753 5.98 1,302 -8.31 0.6736
2018-11-09 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 12,592 257 2.08 1,420 10.51 0.6410
2018-08-02 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 12,335 193 1.59 1,285 -3.75 0.5989
2018-05-01 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 12,142 130 1.08 1,335 3.97 0.6295
2018-01-24 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 12,012 6,644 123.77 1,284 162.04 0.5983
2017-10-17 2017-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,368 0 0.00 490 0.00 0.2477
2017-08-08 2017-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,368 -874 -14.00 490 -10.58 0.2463
2017-05-09 2017-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 6,242 -1,780 -22.19 548 -20.81 0.2838
2017-02-10 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 8,022 448 5.91 692 37.30 0.3736
2016-11-09 2016-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 7,574 214 2.91 504 10.28 0.2758
2016-08-09 2016-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 7,360 1,085 17.29 457 23.18 0.2668
2016-05-11 2016-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 6,275 827 15.18 371 3.34 0.2306
2016-02-01 2015-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,448 -135 -2.42 359 5.59 0.2237
2015-10-15 2015-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,583 -432 -7.18 340 -16.46 0.2003
2015-07-14 2015-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 6,015 275 4.79 407 16.95 0.2364
2015-04-09 2015-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,740 490 9.33 348 5.78 0.2011
2015-01-08 2014-12-31 13F JP MORGAN CHASE COM 46625H100 5,250 56 1.08 329 5.11 0.1850
2014-10-17 2014-09-30 13F JP MORGAN CHASE COM 46625H100 5,194 -386 -6.92 313 -2.80 0.1778
2014-07-08 2014-06-30 13F JP MORGAN CHASE COM 46625H100 5,580 483 9.48 322 4.21 0.1804
2014-04-30 2014-03-31 13F/A-1 JP MORGAN CHASE COM 46625H100 5,097 1,213 31.23 309 36.12 0.1838
2014-04-28 2014-03-31 13F JP MORGAN CHASE COM 46625H100 5,097 309,448
2014-01-10 2013-12-31 13F JP MORGAN CHASE COM 46625H100 3,884 250 6.88 227 20.74 0.1331
2013-10-16 2013-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 3,634 14 0.39 188 -1.57 0.1088
2013-07-17 2013-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 3,620 3,620 191 0.1146
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.