JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionChesapeake Wealth Management
Latest Disclosed Ownership9,505 shares
Latest Disclosed Value $ 2,795,990
Chesapeake Wealth Management reports 3.06% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 18, 2026 - Chesapeake Wealth Management filed a 13F-HR form disclosing ownership of 9,505 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,795,990 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 9,805 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.06% 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)
2026-05-18 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,505 -300 -3.06 2,796 -11.52 0.4808
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,805 -11 -0.11 3,159 2.03 0.9410
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,816 39 0.40 3,096 9.24 0.9446
2025-07-28 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,777 -262 -2.61 2,834 15.11 0.9453
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,039 -545 -5.15 2,463 -2.96 0.8784
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,584 -202 -1.87 2,537 11.57 0.8701
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,786 104 0.97 2,274 5.28 0.7760
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,682 -458 -4.11 2,161 -3.18 0.7835
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,140 -289 -2.53 2,231 14.76 0.8135
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,429 -442 -3.72 1,944 12.96 0.7507
2023-11-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,871 -499 -4.03 1,722 -4.34 0.7180
2023-08-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 12,370 -537 -4.16 1,799 7.02 0.7093
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 12,907 -119 -0.91 1,682 -3.72 0.7015
2023-02-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 13,026 -807 -5.83 1,747 20.75 0.7650
2022-10-28 2022-09-30 13F JPMORGAN CHASE COM 46625H100 13,833 -2,327 -14.40 1,446 -20.55 0.6601
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 16,160 -2,385 -12.86 1,820 -28.01 0.7784
2022-04-19 2022-03-31 13F JPMORGAN CHASE COM 46625H100 18,545 -7,194 -27.95 2,528 -37.98 0.9182
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 25,739 18 0.07 4,076 -3.21 1.3719
2021-10-26 2021-09-30 13F JPMORGAN CHASE COM 46625H100 25,721 -2,293 -8.19 4,211 -3.35 1.5058
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 28,014 -1,107 -3.80 4,357 -1.71 1.4132
2021-04-26 2021-03-31 13F JPMORGAN CHASE COM 46625H100 29,121 -410 -1.39 4,433 18.12 1.4837
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 29,531 -370 -1.24 3,753 30.36 1.2782
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 29,901 -27 -0.09 2,879 2.27 1.0756
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 29,928 130 0.44 2,815 4.96 1.1200
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 29,798 307 1.04 2,682 -34.76 1.2389
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 29,491 785 2.73 4,111 21.70 1.5845
2019-10-25 2019-09-30 13F JPMORGAN CHASE COM 46625H100 28,706 302 1.06 3,378 6.39 1.3768
2019-08-01 2019-06-30 13F JPMORGAN CHASE COM 46625H100 28,404 122 0.43 3,175 10.90 1.3273
2019-04-17 2019-03-31 13F JPMORGAN CHASE COM 46625H100 28,282 405 1.45 2,863 5.22 1.2585
2019-02-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 27,877 530 1.94 2,721 -11.83 1.3474
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 27,347 161 0.59 3,086 8.93 1.3719
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 27,186 21 0.08 2,833 -5.16 1.3066
2018-06-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 27,165 27,165 2,987 1.3793
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.