JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership36,301 shares
Latest Disclosed Value $ 10,678,198
Bogart Wealth, LLC reports 3.03% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 36,301 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,678,198 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 35,233 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.03% 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 & CO COM Stock 46625H100 36,301 1,068 3.03 10,678 -5.94 0.4115
2026-01-30 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 35,233 128 0.36 11,353 2.52 0.4555
2025-10-27 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 35,105 209 0.60 11,073 9.46 0.4490
2025-07-30 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 34,896 -2,920 -7.72 10,117 9.06 0.4321
2025-05-02 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 37,816 -17 -0.04 9,276 2.29 0.4376
2025-01-30 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 37,833 -487 -1.27 9,069 12.23 0.4301
2024-10-23 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 38,320 -4,933 -11.40 8,080 -7.64 0.3825
2024-07-31 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 43,253 -1,276 -2.87 8,748 -1.92 0.4453
2024-04-25 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 44,529 6,677 17.64 8,919 38.54 0.4588
2024-02-07 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 37,852 -719 -1.86 6,439 15.11 0.3633
2023-10-30 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 38,571 99 0.26 5,594 -0.04 0.3455
2023-07-31 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 38,472 1,247 3.35 5,595 15.36 0.3546
2023-04-21 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 37,225 4,730 14.56 4,851 11.32 0.3238
2023-02-06 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 32,495 -4,044 -11.07 4,358 14.12 0.3034
2022-11-03 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 36,539 7,107 24.15 3,818 15.21 0.3187
2022-07-22 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 29,432 6,218 26.79 3,314 4.71 0.2907
2022-04-22 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 23,214 3,823 19.72 3,165 3.06 0.2707
2022-01-19 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 19,391 2,248 13.11 3,071 9.44 0.2773
2021-10-15 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,143 2,857 20.00 2,806 26.28 0.2857
2021-08-06 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 14,286 2,309 19.28 2,222 21.89 0.2428
2021-04-16 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,977 2,563 27.23 1,823 52.42 0.2539
2021-01-14 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,414 775 8.97 1,196 43.92 0.2220
2020-10-06 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,639 -165 -1.87 831 0.36 0.1844
2020-07-08 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,804 1,189 15.61 828 20.70 0.1946
2020-04-20 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,615 6,957 1,057.29 686 645.65 0.1871
2020-02-10 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 658 129 24.39 92 48.39 0.0294
2019-11-06 2019-09-30 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 529 0 0.00 62 5.08 0.0305
2019-10-10 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 529 0 62 0.0285
2019-07-11 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 529 -4 -0.75 59 11.32 0.0357
2019-04-08 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 533 -92 -14.72 53 -13.11 0.0256
2019-01-15 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 625 100 19.05 61 3.39 0.0304
2018-10-16 2018-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 525 74 16.41 59 28.26 0.0342
2018-07-13 2018-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 451 0 0.00 46 -8.00 0.0280
2018-04-12 2018-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 451 0 0.00 50 4.17 0.0289
2018-01-10 2017-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 451 0 0.00 48 11.63 0.0308
2017-10-12 2017-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 451 451 43 0.0318
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.