JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionConnecticut Wealth Management, LLC
Latest Disclosed Ownership27,284 shares
Latest Disclosed Value $ 8,025,781
Connecticut Wealth Management, LLC reports 5.75% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Connecticut Wealth Management, LLC filed a 13F-HR form disclosing ownership of 27,284 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,025,781 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 28,948 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.75% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 27,284 -1,664 -5.75 8,026 -13.96 0.3363
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 28,948 1,036 3.71 9,328 5.94 0.4056
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 27,912 4,241 17.92 8,804 28.30 0.3907
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 23,671 -48 -0.20 6,863 17.94 0.3268
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 23,719 742 3.23 5,818 5.65 0.3046
2025-02-18 2024-12-31 13F JPMORGAN CHASE COM 46625H100 22,977 -968 -4.04 5,508 9.07 0.2706
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 23,945 -1,470 -5.78 5,049 -1.77 0.2444
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 25,415 3,045 13.61 5,140 14.73 0.2653
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 22,370 -2,020 -8.28 4,481 8.00 0.2384
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 24,390 5,809 31.26 4,149 53.97 0.2383
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 18,581 8,028 76.07 2,695 75.62 0.1840
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,553 2,310 28.02 1,535 42.83 0.1067
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,243 -4,660 -36.12 1,074 -37.92 0.0812
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 12,903 -602 -4.46 1,730 22.61 0.1467
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 13,505 21 0.16 1,411 -7.05 0.1315
2022-07-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 13,484 -477 -3.42 1,518 -20.23 0.1327
2022-04-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 13,961 109 0.79 1,903 -13.22 0.1455
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 13,852 -3,911 -22.02 2,193 -24.59 0.1702
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 17,763 -381 -2.10 2,908 3.05 0.2535
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 18,144 -5,031 -21.71 2,822 145.18 0.2484
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 23,175 1,873 8.79 1,151 -57.48 0.1038
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 21,302 -146 -0.68 2,707 31.09 0.2874
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 21,448 4,613 27.40 2,065 30.37 0.2279
2020-07-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 16,835 -82 -0.48 1,584 4.01 0.1966
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 16,917 -210 -1.23 1,523 -36.22 0.2275
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 17,127 -501 -2.84 2,388 15.08 0.2629
2019-10-24 2019-09-30 13F JPMORGAN CHASE COM 46625H100 17,628 4,816 37.59 2,075 44.90 0.2558
2019-07-29 2019-06-30 13F JPMORGAN CHASE COM 46625H100 12,812 5,688 79.84 1,432 98.61 0.1768
2019-04-23 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,124 492 7.42 721 11.44 0.2470
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,632 -43 -0.64 647 -14.64 0.2811
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 6,675 517 8.40 758 17.16 0.3352
2018-08-07 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 6,158 -65 -1.04 647 -3.58 0.3094
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,158 -65 647
2018-05-08 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,223 430 7.42 671 6.68 0.3802
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,793 -1,482 -20.37 629 -10.27 0.3372
2017-11-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 7,275 -124 -1.68 701 1.59 0.4120
2017-08-01 2017-06-30 13F JPMORGAN CHASE COM 46625H100 7,399 11 0.15 690 8.32 0.4196
2017-05-04 2017-03-31 13F JPMORGANCHASE COM 46625H100 7,388 -202 -2.66 637 -3.63 0.3874
2017-02-07 2016-12-31 13F JPMORGAN CHASE COM 46625H100 7,590 -174 -2.24 661 27.85 0.4211
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 7,764 7,764 517 0.3715
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.