JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCapital Wealth Planning, LLC
Latest Disclosed Ownership2,873,074 shares
Latest Disclosed Value $ 845,143,442
Capital Wealth Planning, LLC reports 16.99% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Capital Wealth Planning, LLC filed a 13F-HR form disclosing ownership of 2,873,074 shares of JPMorgan Chase & Co. (MX:JPM) valued at $845,143,442 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,455,895 shares of JPMorgan Chase & Co.. This represents a change in shares of 16.99% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,873,074 417,179 16.99 845,143 6.41 3.6923
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,455,895 84,201 3.55 794,261 6.17 5.1417
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,371,694 -33,531 -1.39 748,103 7.29 5.2731
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,405,225 -52,183 -2.12 697,299 15.68 5.4986
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,457,408 57,269 2.39 602,802 4.77 5.2263
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,400,139 -100,149 -4.01 575,337 9.13 5.3208
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,500,288 42,163 1.72 527,211 6.04 4.9188
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,458,125 518,100 26.71 497,180 27.95 5.2102
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,940,025 -808,490 -29.42 388,587 -16.88 4.1544
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,748,515 -182,195 -6.22 467,522 10.00 5.3525
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,930,710 -149,876 -4.87 425,012 -5.14 5.2252
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,080,586 47,789 1.58 448,040 9.64 5.5290
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,032,797 207,812 7.36 408,653 7.87 5.5272
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,824,985 242,224 9.38 378,830 40.36 5.5398
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,582,761 267,326 11.55 269,899 3.51 4.9231
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,315,435 742,769 47.23 260,740 21.62 5.1061
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,572,666 246,669 18.60 214,386 2.10 4.3314
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,325,997 501,971 60.92 209,972 55.67 4.6534
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 824,026 47,377 6.10 134,885 11.60 3.7091
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 776,649 82,835 11.94 120,862 14.43 3.3967
2021-04-19 2021-03-31 13F JPMORGAN CHASE COM 46625H100 693,814 -36,271 -4.97 105,619 8.55 3.4490
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 730,085 80,346 12.37 97,297 55.55 3.7495
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 649,739 -251,495 -27.91 62,550 -26.21 3.0971
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 901,234 173,975 23.92 84,771 29.47 4.8319
2020-04-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 727,259 166,569 29.71 65,475 -16.23 4.1230
2020-02-26 2019-12-31 13F JPMORGAN CHASE COM 46625H100 560,690 -130,477 -18.88 78,160 -9.55 4.6198
2019-11-12 2019-09-30 13F JPMORGAN CHASE E 46625H100 691,167 26,149 3.93 86,417 16.23 5.4858
2019-08-02 2019-06-30 13F JPMORGAN CHASE E 46625H100 665,018 638,198 2,379.56 74,349 2,637.44 5.3917
2019-05-14 2019-03-31 13F JPMorgan Chase E 46625H100 26,820 -5,087 -15.94 2,716 -12.84 1.7803
2019-02-12 2018-12-31 13F JPMorgan Chase E 46625H100 31,907 286 0.90 3,116 -12.67 2.0667
2018-11-13 2018-09-30 13F JP Morgan Chase E 46625H100 31,621 974 3.18 3,568 11.71 2.4349
2018-08-13 2018-06-30 13F JP Morgan Chase E 46625H100 30,647 -1,350 -4.22 3,194 -9.21 2.2233
2018-05-15 2018-03-31 13F JP Morgan Chase E 46625H100 31,997 31,997 3,518 2.4450
2018-02-14 2017-12-31 13F JP Morgan Chase E 46625H100 0 -14,990 -100.00 0 -100.00
2017-11-15 2017-09-30 13F JP Morgan Chase E 46625H100 14,990 -270,179 -94.74 1,431 -94.51 1.1272
2017-08-10 2017-06-30 13F JP Morgan Chase COM 46625H100 285,169 271,119 1,929.67 26,064 2,010.45 4.1727
2017-05-10 2017-03-31 13F JP Morgan Chase E 46625H100 14,050 14,050 1,235 1.0429
2017-02-15 2016-12-31 13F JP Morgan Chase E 46625H100 0 -24,570 -100.00 0 -100.00
2016-11-15 2016-09-30 13F JP Morgan Chase E 46625H100 24,570 16,380 200.00 1,635 225.70 1.2624
2016-08-12 2016-06-30 13F JP Morgan Chase E 46625H100 8,190 -7,262 -47.00 502 -45.14 0.3784
2016-05-12 2016-03-31 13F JP Morgan Chase E 46625H100 15,452 -13,800 -47.18 915 -52.64 0.6579
2016-02-12 2015-12-31 13F JP Morgan Chase E 46625H100 29,252 -6,080 -17.21 1,932 -10.93 1.7732
2015-11-13 2015-09-30 13F JP Morgan Chase E 46625H100 35,332 -3,216 -8.34 2,169 -16.99 1.7286
2015-08-13 2015-06-30 13F JP Morgan Chase E 46625H100 38,548 4,280 12.49 2,613 25.81 1.5599
2015-05-13 2015-03-31 13F JP Morgan Chase E 46625H100 34,268 -3,273 -8.72 2,077 -11.58 1.0819
2015-02-13 2014-12-31 13F/A-1 JP Morgan Chase E 46625H100 37,541 6,368 20.43 2,349 25.08 1.0955
2015-02-13 2014-12-31 13F JP Morgan Chase E 46625H100 10,100 479
2014-11-17 2014-09-30 13F JP Morgan Chase E 46625H100 31,173 -5,738 -15.55 1,878 -11.67 0.7617
2014-08-20 2014-06-30 13F JP Morgan Chase E 46625H100 36,911 -13,100 -26.19 2,126 -30.00 0.7860
2014-05-16 2014-03-31 13F JP Morgan Chase E 46625H100 50,011 39,911 395.16 3,037 534.03 1.3076
2014-02-10 2013-12-31 13F JP Morgan Chase E 46625H100 10,100 -41,006 -80.24 479 -81.87 0.5787
2013-11-14 2013-09-30 13F JP Morgan Chase E 46625H100 51,106 36,911 260.03 2,642 252.74 1.1890
2013-11-14 2013-06-30 13F JP Morgan Chase E 46625H100 14,195 14,195 749 0.5883
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.