JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBay Harbor Wealth Management, LLC
Latest Disclosed Ownership964 shares
Latest Disclosed Value $ 283,606
Bay Harbor Wealth Management, LLC reports 24.87% increase in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Bay Harbor Wealth Management, LLC filed a 13F-HR form disclosing ownership of 964 shares of JPMorgan Chase & Co. (MX:JPM) valued at $283,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 772 shares of JPMorgan Chase & Co.. This represents a change in shares of 24.87% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 964 192 24.87 284 14.11 0.0735
2026-02-02 2025-12-31 13F JPMORGAN CHASE & CO. COM Common Stock 46625H100 772 146 23.32 249 25.89 0.0650
2025-10-09 2025-09-30 13F JPMORGAN CHASE & CO. COM Common Stock 46625H100 626 -88 -12.32 197 -4.37 0.0534
2025-07-22 2025-06-30 13F JPMORGAN CHASE & CO. COM Common Stock 46625H100 714 132 22.68 207 45.07 0.0600
2025-05-12 2025-03-31 13F JPMORGAN CHASE & CO. COM Common Stock 46625H100 582 148 34.10 143 36.54 0.0451
2025-01-27 2024-12-31 13F JPMORGAN CHASE & CO. COM Common Stock 46625H100 434 -55 -11.25 104 0.97 0.0338
2024-10-24 2024-09-30 13F JPMORGAN CHASE & CO. COM Common Stock 46625H100 489 54 12.41 103 18.39 0.0337
2024-07-24 2024-06-30 13F JPMORGAN CHASE & CO. COM Common Stock 46625H100 435 8 1.87 88 2.35 0.0306
2024-04-22 2024-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 427 -3 -0.70 86 16.44 0.0307
2024-01-26 2023-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 430 377 711.32 73 942.86 0.0280
2023-10-25 2023-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 53 0 0.00 8 0.00 0.0033
2023-07-19 2023-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 53 0 0.00 8 16.67 0.0032
2023-05-03 2023-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 53 0 0.00 7 0.0029
2023-01-25 2022-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 53 1 1.92 0 -100.00 0.0031
2022-11-02 2022-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 52 -515 -90.83 5 -92.19 0.0024
2022-08-05 2022-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 567 0 0.00 64 -16.88 0.0289
2022-04-19 2022-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 567 37 6.98 77 -4.94 0.0311
2022-02-10 2021-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 530 20 3.92 81 -2.41 0.0326
2021-11-24 2021-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 510 -2 -0.39 83 3.75 0.0350
2021-07-28 2021-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 512 -6 -1.16 80 1.27 0.0341
2021-05-05 2021-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 518 -559 -51.90 79 -42.34 0.0362
2021-02-09 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,077 -178 -14.18 137 13.22 0.0622
2020-10-27 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,255 563 81.36 121 86.15 0.0603
2020-07-16 2020-06-30 13F JPMorgan Chase Common Stock 46625H100 692 107 18.29 65 22.64 0.0347
2020-05-20 2020-03-31 13F JPMorgan Chase Common Stock 46625H100 585 41 7.54 53 -30.26 0.0322
2020-01-27 2019-12-31 13F JPMorgan Chase Common Stock 46625H100 544 -23 -4.06 76 16.92 0.0410
2019-10-15 2019-09-30 13F JPMorgan Chase Common Stock 46625H100 567 -25 -4.22 65 -1.52 0.0388
2019-07-18 2019-06-30 13F JPMorgan Chase Common Stock 46625H100 592 28 4.96 66 15.79 0.0409
2019-04-22 2019-03-31 13F JPMorgan Chase Common Stock 46625H100 564 8 1.44 57 5.56 0.0389
2019-02-14 2018-12-31 13F JPMorgan Chase Common Stock 46625H100 556 556 54 0.0430
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.