JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionElmwood Wealth Management, Inc.
Latest Disclosed Ownership9,793 shares
Latest Disclosed Value $ 2,880,709
Elmwood Wealth Management, Inc. reports 2.35% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - Elmwood Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 9,793 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,880,709 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 10,029 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.35% 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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,793 -236 -2.35 2,881 -10.86 0.7966
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,029 40 0.40 3,231 2.57 1.0207
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,989 370 3.85 3,151 12.98 1.1163
2025-07-28 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,619 -198 -2.02 2,789 15.78 1.1054
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 9,817 -347 -3.41 2,408 -1.15 0.9877
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,164 7 0.07 2,436 13.78 0.9831
2024-10-11 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,157 -108 -1.05 2,142 3.13 0.8830
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,265 -413 -3.87 2,076 -2.90 0.9246
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,678 2,426 29.40 2,139 52.39 0.9153
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 8,252 -3,213 -28.02 1,404 -15.58 0.9846
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,465 -383 -3.23 1,663 -3.54 0.8020
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,848 -932 -7.29 1,723 3.48 0.8031
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 12,780 145 1.15 1,665 -1.71 0.7867
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 12,635 -50 -0.39 1,694 27.75 0.8458
2022-11-14 2022-09-30 13F JPMorgan Chase COM 46625H100 12,685 265 2.13 1,326 -5.22 0.6617
2022-07-12 2022-06-30 13F JPMorgan Chase COM 46625H100 12,420 1,740 16.29 1,399 -3.91 0.7952
2022-05-16 2022-03-31 13F JPMorgan Chase COM 46625H100 10,680 280 2.69 1,456 -11.60 0.7460
2022-02-08 2021-12-31 13F JPMorgan Chase COM 46625H100 10,400 340 3.38 1,647 5.24 0.7854
2021-08-13 2021-06-30 13F JPMorgan Chase COM 46625H100 10,060 0 0.00 1,565 2.22 0.8247
2021-05-13 2021-03-31 13F JPMorgan Chase COM 46625H100 10,060 -125 -1.23 1,531 59.81 0.9340
2020-11-12 2020-09-30 13F JPMorgan Chase COM 46625H100 10,185 0 0.00 958 0.00 0.7769
2020-08-13 2020-06-30 13F JPMorgan Chase COM 46625H100 10,185 -2,831 -21.75 958 -33.05 0.7769
2020-05-12 2020-03-31 13F JPMorgan Chase COM 46625H100 13,016 1,036 8.65 1,431 -14.31 1.3687
2020-02-05 2019-12-31 13F JPMorgan Chase COM 46625H100 11,980 -413 -3.33 1,670 14.46 1.4548
2019-11-13 2019-09-30 13F JPMorgan Chase COM 46625H100 12,393 -49 -0.39 1,459 4.89 1.4753
2019-08-07 2019-06-30 13F JPMorgan Chase COM 46625H100 12,442 -199 -1.57 1,391 8.67 1.2297
2019-05-22 2019-03-31 13F JPMorgan Chase COM 46625H100 12,641 -804 -5.98 1,280 -2.51 1.1830
2019-02-14 2018-12-31 13F JPMorgan Chase COM 46625H100 13,445 551 4.27 1,313 -9.70 1.2682
2018-10-11 2018-09-30 13F JPMorgan Chase COM 46625H100 12,894 -149 -1.14 1,455 6.99 1.2075
2018-08-21 2018-06-30 13F JPMorgan Chase COM 46625H100 13,043 27 0.21 1,359 -5.03 1.2362
2018-05-09 2018-03-31 13F JPMorgan Chase COM 46625H100 13,016 13,016 1,431 1.3687
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.