JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAscent Wealth Partners, LLC
Latest Disclosed Ownership50,889 shares
Latest Disclosed Value $ 14,969,460
Ascent Wealth Partners, LLC reports 2.82% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Ascent Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 50,889 shares of JPMorgan Chase & Co. (MX:JPM) valued at $14,969,460 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 49,493 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.82% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 50,889 1,396 2.82 14,969 -6.13 1.7400
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 49,493 -572 -1.14 15,948 0.99 1.8352
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 50,065 -196 -0.39 15,792 8.37 1.8318
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 50,261 -2,526 -4.79 14,571 12.53 1.7981
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 52,787 2,683 5.35 12,949 7.81 1.7366
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 50,104 -925 -1.81 12,010 11.63 1.6194
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 51,029 -611 -1.18 10,760 3.02 1.4993
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 51,640 -503 -0.96 10,445 0.00 1.5294
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 52,143 333 0.64 10,444 18.52 1.5507
2024-01-22 2023-12-31 13F JPMORGAN CHASE COM 46625H100 51,810 331 0.64 8,813 18.04 1.4391
2023-10-20 2023-09-30 13F JPMORGAN CHASE COM 46625H100 51,479 -1,073 -2.04 7,465 -1.03 1.3750
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 52,552 4,722 9.87 7,543 22.79 1.3289
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 47,830 988 2.11 6,143 -2.20 1.2346
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 46,842 -509 -1.07 6,282 26.94 1.3507
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 47,351 -4,044 -7.87 4,948 -14.85 1.1789
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 51,395 -573 -1.10 5,811 -17.98 1.3070
2022-05-02 2022-03-31 13F JPMorgan Chase COM 46625H100 51,968 1,963 3.93 7,085 -10.53 1.3245
2022-01-27 2021-12-31 13F JPMorgan Chase COM 46625H100 50,005 -1,936 -3.73 7,919 -6.86 1.4099
2021-11-01 2021-09-30 13F JPMorgan Chase COM 46625H100 51,941 -206 -0.40 8,502 4.83 1.6266
2021-07-30 2021-06-30 13F JPMorgan Chase COM 46625H100 52,147 -346 -0.66 8,110 1.49 1.5471
2021-04-26 2021-03-31 13F JPMorgan Chase COM 46625H100 52,493 917 1.78 7,991 21.93 1.7347
2021-02-02 2020-12-31 13F JPMorgan Chase COM 46625H100 51,576 -285 -0.55 6,554 31.26 1.4578
2020-10-22 2020-09-30 13F JPMorgan Chase COM 46625H100 51,861 995 1.96 4,993 4.35 1.2766
2020-07-21 2020-06-30 13F JPMorgan Chase COM 46625H100 50,866 1,651 3.35 4,785 8.01 1.3885
2020-04-29 2020-03-31 13F JPMorgan Chase COM 46625H100 49,215 -262 -0.53 4,430 -35.77 1.6204
2020-01-29 2019-12-31 13F JPMorgan Chase COM 46625H100 49,477 -535 -1.07 6,897 17.18 1.9612
2019-10-22 2019-09-30 13F JPMorgan Chase COM 46625H100 50,012 -104 -0.21 5,886 5.01 1.8019
2019-07-30 2019-06-30 13F JPMorgan Chase COM 46625H100 50,116 908 1.85 5,605 12.53 1.7318
2019-05-13 2019-03-31 13F JPMorgan Chase Equity 46625H100 49,208 2,453 5.25 4,981 9.14 1.6216
2019-02-13 2018-12-31 13F JPMorgan Chase Equity 46625H100 46,755 -533 -1.13 4,564 -14.47 1.7831
2019-08-21 2018-09-30 13F JPMorgan Chase COM 46625H100 47,288 853 1.84 5,336 10.27 1.7021
2019-08-21 2018-06-30 13F JPMorgan Chase COM 46625H100 46,435 304 0.66 4,839 -4.61 1.7021
2019-08-21 2018-03-31 13F JPMorgan Chase COM 46625H100 46,131 630 1.38 5,073 4.28 1.8441
2019-08-21 2017-12-31 13F JPMorgan Chase COM 46625H100 45,501 247 0.55 4,865 12.56 1.8114
2019-08-21 2017-09-30 13F JPMorgan Chase COM 46625H100 45,254 565 1.26 4,322 5.80 1.7304
2019-08-21 2017-06-30 13F JPMorgan Chase COM 46625H100 44,689 950 2.17 4,085 6.32 1.7569
2019-08-21 2017-03-31 13F JPMorgan Chase COM 46625H100 43,739 385 0.89 3,842 2.70 1.7337
2019-08-21 2016-12-31 13F JPMorgan Chase COM 46625H100 43,354 -592 -1.35 3,741 27.85 1.8350
2019-08-21 2016-09-30 13F JPMorgan Chase COM 46625H100 43,946 505 1.16 2,926 8.41 1.4794
2019-08-21 2016-06-30 13F JPMorgan Chase COM 46625H100 43,441 -448 -1.02 2,699 3.85 1.3978
2019-08-21 2016-03-31 13F JPMorgan Chase COM 46625H100 43,889 673 1.56 2,599 -8.93 1.3955
2019-08-21 2015-12-31 13F JPMorgan Chase COM 46625H100 43,216 2,925 7.26 2,854 16.21 1.5923
2019-08-21 2015-09-30 13F JPMorgan Chase COM 46625H100 40,291 406 1.02 2,456 -9.10 1.4661
2019-08-21 2015-06-30 13F JPMorgan Chase COM 46625H100 39,885 270 0.68 2,702 12.58 1.4863
2019-08-21 2015-03-31 13F JPMorgan Chase COM 46625H100 39,615 1,095 2.84 2,400 -0.46 1.3128
2019-08-21 2014-12-31 13F JPMorgan Chase COM 46625H100 38,520 1,715 4.66 2,411 8.75 1.4158
2019-08-21 2014-09-30 13F JPMorgan Chase COM 46625H100 36,805 55 0.15 2,217 4.72 1.4083
2019-08-21 2014-06-30 13F JPMorgan Chase COM 46625H100 36,750 -390 -1.05 2,117 -6.12 1.3376
2019-08-22 2014-03-31 13F JPMorgan Chase COM 46625H100 37,140 425 1.16 2,255 5.03 1.5468
2019-08-22 2013-12-31 13F JPMorgan Chase COM 46625H100 36,715 36,715 2,147 1.5220
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.