JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCranbrook Wealth Management, LLC
Latest Disclosed Ownership12,666 shares
Latest Disclosed Value $ 3,725,831
Cranbrook Wealth Management, LLC ownership in JPM / JPMorgan Chase & Co.

On April 15, 2026 - Cranbrook Wealth Management, LLC filed a 13F-HR form disclosing ownership of 12,666 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,725,831 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 12,666 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 12,666 0 0.00 3,726 -8.72 0.7579
2026-01-28 2025-12-31 13F JPMORGAN CHASE COM 46625H100 12,666 1,512 13.56 4,081 16.00 0.8046
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 11,154 -92 -0.82 3,518 7.91 0.7061
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,246 73 0.65 3,260 18.98 0.6956
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 11,173 -223 -1.96 2,741 0.33 0.6366
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 11,396 186 1.66 2,732 15.57 0.6332
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,210 2,365 26.74 2,364 32.16 0.5392
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,845 4,735 115.21 1,789 117.25 0.4401
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,110 0 0.00 823 17.74 0.2082
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,110 95 2.37 699 20.10 0.1866
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,015 0 0.00 582 -0.17 0.1721
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,015 0 0.00 584 11.47 0.1627
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,015 1,180 41.62 523 37.63 0.1488
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,835 -40 -1.39 380 26.67 0.1036
2022-10-26 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,875 0 0.00 300 -7.41 0.0776
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,875 -675 -19.01 324 -33.06 0.0810
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,550 -70 -1.93 484 -15.53 0.1053
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,620 0 0.00 573 -3.37 0.1221
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,620 70 1.97 593 7.43 0.1345
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,550 -37 -1.03 552 1.10 0.1262
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,587 639 21.68 546 45.60 0.1319
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,948 109 3.84 375 37.36 0.0959
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,839 0 0.00 273 2.25 0.0789
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,839 0 0.00 267 4.30 0.0805
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,839 0 0.00 256 -35.35 0.0870
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,839 0 0.00 396 18.56 0.1094
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,839 45 1.61 334 7.05 0.0962
2019-08-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,794 0 0.00 312 10.25 0.0899
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,794 0 0.00 283 3.66 0.0884
2019-02-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,794 0 0.00 273 -13.33 0.0959
2018-11-08 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,794 0 0.00 315 8.25 0.1107
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,794 -361 -11.44 291 -16.14 0.1125
2018-05-08 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,155 0 0.00 347 2.97 0.1364
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,155 0 0.00 337 11.96 0.1331
2017-11-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 3,155 0 0.00 301 4.51 0.1247
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 3,155 0 0.00 288 3.97 0.1251
2017-04-26 2017-03-31 13F JPMORGAN CHASE COM 46625H100 3,155 -600 -15.98 277 -14.51 0.1296
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 3,755 600 19.02 324 54.29 0.1583
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 3,155 0 0.00 210 7.14 0.1053
2016-08-02 2016-06-30 13F JPMORGAN CHASE COM 46625H100 3,155 0 0.00 196 4.81 0.1004
2016-04-29 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3,155 0 0.00 187 -10.10 0.0988
2016-02-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,155 0 0.00 208 8.33 0.1177
2015-11-02 2015-09-30 13F JP Morgan Chase COM 46625H100 3,155 0 0.00 192 -10.28 0.1104
2015-08-05 2015-06-30 13F JP Morgan Chase COM 46625H100 3,155 -1,832 -36.74 214 -29.14 0.1228
2015-04-30 2015-03-31 13F JP Morgan Chase COM 46625H100 4,987 0 0.00 302 -3.21 0.1770
2015-02-06 2014-12-31 13F JP Morgan Chase COM 46625H100 4,987 -9,893 -66.49 312 -64.14 0.1932
2014-02-12 2013-12-31 13F JP Morgan Chase COM 46625H100 14,880 14,880 870 0.5967
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.