JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership18,962 shares
Latest Disclosed Value $ 5,577,992
WealthPLAN Partners, LLC reports 15.25% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 18,962 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,577,992 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 22,375 shares of JPMorgan Chase & Co.. This represents a change in shares of -15.25% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 18,962 -3,413 -15.25 5,578 -22.64 0.9093
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 22,375 -953 -4.09 7,210 -2.03 1.0771
2025-10-27 2025-09-30 13F JPMORGAN CHASE COM 46625H100 23,328 1,133 5.10 7,358 14.36 1.1029
2025-07-28 2025-06-30 13F JPMORGAN CHASE COM 46625H100 22,195 -3,052 -12.09 6,434 3.89 1.0355
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 25,247 -230 -0.90 6,193 1.41 0.8730
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 25,477 -1,844 -6.75 6,107 6.02 0.8663
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 27,321 -3,922 -12.55 5,761 -8.85 0.7735
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 31,243 -204 -0.65 6,319 0.33 0.6785
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 31,447 -1,745 -5.26 6,299 11.55 0.6522
2024-01-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 33,192 1,331 4.18 5,646 22.21 0.5804
2023-11-02 2023-09-30 13F JPMORGAN CHASE COM 46625H100 31,861 9,160 40.35 4,620 39.96 0.5369
2023-07-31 2023-06-30 13F JP Morgan Chase Stock/ETF 46625H100 22,701 -7,514 -24.87 3,302 -16.15 0.4670
2023-05-10 2023-03-31 13F JP Morgan Chase Stock/ETF 46625H100 30,215 -19,106 -38.74 3,937 -44.25 0.4479
2023-02-16 2022-12-31 13F JPMORGAN CHASE COM 46625H100 49,321 21 0.04 7,063 20.00 0.4935
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 49,300 3,219 6.99 5,885 -14.06 0.4083
2022-02-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 46,081 -249 -0.54 6,848 -9.08 0.4512
2021-12-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 46,330 -1,407 -2.95 7,532 -2.09 0.5009
2021-08-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 47,737 -639 -1.32 7,693 2.29 0.5413
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 48,376 -2,794 -5.46 7,521 6.32 0.5837
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 51,170 -14,979 -22.64 7,074 -5.67 0.6013
2020-12-18 2020-09-30 13F JPMORGAN CHASE COM 46625H100 66,149 -63,266 -48.89 7,499 -43.40 0.7310
2020-08-19 2020-06-30 13F JPMORGAN CHASE COM 46625H100 129,415 17,496 15.63 13,249 35.26 1.3719
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 111,919 16,375 17.14 9,795 -25.71 1.2712
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 95,544 -332 -0.35 13,185 7.04 1.5567
2019-11-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 95,876 6,041 6.72 12,318 25.40 1.6838
2019-08-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 89,835 -1,147 -1.26 9,823 -1.76 1.4787
2019-05-16 2019-03-31 13F JPMORGAN CHASE COM 46625H100 90,982 5,461 6.39 9,999 10.78 1.5609
2019-02-20 2018-12-31 13F JPMORGAN CHASE COM 46625H100 85,521 6,038 7.60 9,026 4.71 1.4517
2018-11-21 2018-09-30 13F JPMORGAN CHASE COM 46625H100 79,483 5,827 7.91 8,620 12.31 1.5735
2018-08-16 2018-06-30 13F JPMORGAN CHASE COM 46625H100 73,656 -5,382 -6.81 7,675 -11.70 1.5732
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 79,038 8,611 12.23 8,692 15.42 1.9073
2018-02-16 2017-12-31 13F JPMORGAN CHASE COM 46625H100 70,427 2,301 3.38 7,531 15.74 2.0162
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 68,126 4,694 7.40 6,507 12.23 1.8255
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 63,432 60,617 2,153.36 5,798 2,295.87 1.6653
2017-04-19 2017-03-31 13F JPMORGAN CHASE Common Stock 46625H100 2,815 -38,674 -93.22 243 -91.24 0.8427
2016-12-09 2016-09-30 13F JPMORGAN CHASE Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 46625H100 41,489 -38,230 -47.96 2,763 7.64 0.8997
2016-08-08 2016-06-30 13F JPMorgan Chase and Common Stock 46625H100 79,719 -27,155 -25.41 2,567 11.46 0.3295
2016-03-24 2015-12-31 13F JPMORGAN CHASE COM 46625H100 106,874 93,957 727.39 2,303 163.20 0.3744
2015-08-10 2015-06-30 13F JPMORGAN CHASE COM 46625H100 12,917 6,477 100.57 875 124.36 0.3828
2015-05-04 2015-03-31 13F J P Morgan Chase and Common Stock 46625H100 6,440 6,440 390 0.1816
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.