JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCornerstone Wealth Management, LLC
Latest Disclosed Ownership27,425 shares
Latest Disclosed Value $ 8,067,253
Cornerstone Wealth Management, LLC reports 16.92% increase in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Cornerstone Wealth Management, LLC filed a 13F-HR form disclosing ownership of 27,425 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,067,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 23,456 shares of JPMorgan Chase & Co.. This represents a change in shares of 16.92% 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)
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 27,425 3,969 16.92 8,067 6.73 0.4035
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 23,456 352 1.52 7,558 3.72 0.3931
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 23,104 492 2.18 7,288 11.17 0.4025
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 22,612 -59 -0.26 6,555 17.87 0.3980
2025-04-18 2025-03-31 13F JPMORGAN CHASE COM 46625H100 22,671 435 1.96 5,561 4.33 0.3764
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 22,236 864 4.04 5,330 18.29 0.3599
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 21,372 -500 -2.29 4,507 1.88 0.3173
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 21,872 -2,352 -9.71 4,424 -8.84 0.3404
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 24,224 -567 -2.29 4,852 15.06 0.3928
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 24,791 -2,256 -8.34 4,217 7.52 0.3627
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 27,047 2,188 8.80 3,922 8.49 0.3702
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 24,859 3,075 14.12 3,615 27.38 0.3229
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 21,784 2,411 12.45 2,839 40.22 0.2788
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 19,373 -540 -2.71 2,024 -9.72 0.2253
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 19,913 3,990 25.06 2,242 3.27 0.2485
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 15,923 -124 -0.77 2,171 -14.90 0.2110
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 16,047 940 6.22 2,551 3.15 0.2432
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 15,107 262 1.76 2,473 7.10 0.2631
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 14,845 15 0.10 2,309 2.26 0.2430
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 14,830 -181 -1.21 2,258 18.34 0.2671
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 15,011 1,035 7.41 1,908 41.86 0.2395
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 13,976 -2,260 -13.92 1,345 -11.92 0.1994
2020-07-16 2020-06-30 13F JPMORGAN CHASE COM 46625H100 16,236 2,602 19.08 1,527 24.45 0.2470
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 13,634 535 4.08 1,227 -32.80 0.2366
2020-02-20 2019-12-31 13F JPMORGAN CHASE COM 46625H100 13,099 -407 -3.01 1,826 14.92 0.2958
2019-10-28 2019-09-30 13F JPMORGAN CHASE COM 46625H100 13,506 -2,269 -14.38 1,589 -10.07 0.2803
2019-08-02 2019-06-30 13F JPMORGAN CHASE COM 46625H100 15,775 -4,066 -20.49 1,767 -42.52 0.3174
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 19,841 4,398 28.48 3,074 103.04 0.3733
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 15,443 -1,354,046 -98.87 1,514 -89.34 0.3234
2018-10-19 2018-09-30 13F JPMORGAN CHASE COM 46625H100 1,369,489 -610,432 -30.83 14,204 -24.62 0.1787
2018-07-20 2018-06-30 13F JPMORGAN CHASE COM 46625H100 1,979,921 1,961,806 10,829.73 18,842 864.77 0.2125
2018-04-24 2018-03-31 13F JPMORGAN CHASE COM 46625H100 18,115 -355 -1.92 1,953 -2.50 0.3726
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 18,470 4,266 30.03 2,003 45.57 0.3759
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 14,204 900 6.76 1,376 11.06 0.2851
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 13,304 1,236 10.24 1,239 19.13 0.2779
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 12,068 950 8.54 1,040 7.33 0.2572
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 11,118 -266 -2.34 969 27.84 0.3108
2016-10-31 2016-09-30 13F JPMORGAN CHASE COM 46625H100 11,384 11,384 758 0.2799
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.