JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGodshalk Welsh Capital Management, Inc.
Latest Disclosed Ownership9,495 shares
Latest Disclosed Value $ 2,793,049
Godshalk Welsh Capital Management, Inc. reports 0.89% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Godshalk Welsh Capital Management, Inc. filed a 13F-HR form disclosing ownership of 9,495 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,793,049 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 9,580 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.89% 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)
2026-05-13 2026-03-31 13F JP Morgan Chase COM 46625H100 9,495 -85 -0.89 2,793 -9.49 1.6194
2026-02-12 2025-12-31 13F JP Morgan Chase COM 46625H100 9,580 -110 -1.14 3,087 0.98 1.7628
2025-11-14 2025-09-30 13F JP Morgan Chase COM 46625H100 9,690 -215 -2.17 3,057 6.44 1.7536
2025-08-14 2025-06-30 13F JP Morgan Chase COM 46625H100 9,905 -145 -1.44 2,872 16.47 1.7690
2025-05-15 2025-03-31 13F JP Morgan Chase COM 46625H100 10,050 -170 -1.66 2,465 0.65 1.6125
2025-02-12 2024-12-31 13F JP Morgan Chase COM 46625H100 10,220 -125 -1.21 2,450 12.29 1.5812
2024-11-13 2024-09-30 13F JP Morgan Chase COM 46625H100 10,345 -200 -1.90 2,181 2.30 1.3787
2024-08-13 2024-06-30 13F JP Morgan Chase COM 46625H100 10,545 -105 -0.99 2,133 -0.05 1.4221
2024-05-15 2024-03-31 13F JP Morgan Chase COM 46625H100 10,650 75 0.71 2,133 18.63 1.4334
2024-02-12 2023-12-31 13F JP Morgan Chase COM 46625H100 10,575 150 1.44 1,799 18.99 1.2922
2023-11-14 2023-09-30 13F JP Morgan Chase COM 46625H100 10,425 -900 -7.95 1,512 -8.26 1.1414
2023-08-14 2023-06-30 13F JP Morgan Chase COM 46625H100 11,325 -200 -1.74 1,647 9.73 1.1342
2023-05-12 2023-03-31 13F JP Morgan Chase COM 46625H100 11,525 -50 -0.43 1,502 -3.29 1.0602
2023-02-14 2022-12-31 13F JP Morgan Chase COM 46625H100 11,575 -259 -2.19 1,552 25.46 1.1322
2022-11-14 2022-09-30 13F JP Morgan Chase COM 46625H100 11,834 293 2.54 1,237 -4.85 0.9133
2022-08-10 2022-06-30 13F JP Morgan Chase COM 46625H100 11,541 -100 -0.86 1,300 -18.08 0.9336
2022-05-12 2022-03-31 13F JP Morgan Chase COM 46625H100 11,641 -134 -1.14 1,587 -14.91 0.9752
2022-02-14 2021-12-31 13F JP Morgan Chase COM 46625H100 11,775 50 0.43 1,865 -2.81 1.0617
2021-11-12 2021-09-30 13F JP Morgan Chase COM 46625H100 11,725 -125 -1.05 1,919 7.27 1.1964
2021-08-09 2021-06-30 13F JP Morgan Chase COM 46625H100 11,850 -100 -0.84 1,789 -1.65 1.1082
2021-05-13 2021-03-31 13F JP Morgan Chase COM 46625H100 11,950 175 1.49 1,819 21.59 1.2675
2021-02-08 2020-12-31 13F JP Morgan Chase COM 46625H100 11,775 580 5.18 1,496 38.78 1.1029
2020-11-12 2020-09-30 13F JP Morgan Chase COM 46625H100 11,195 1,460 15.00 1,078 17.69 0.9095
2020-08-11 2020-06-30 13F JP Morgan Chase COM 46625H100 9,735 1,975 25.45 916 31.04 0.8580
2020-05-06 2020-03-31 13F JP Morgan Chase COM 46625H100 7,760 -150 -1.90 699 -36.63 0.7598
2020-02-10 2019-12-31 13F JP Morgan Chase COM 46625H100 7,910 -150 -1.86 1,103 16.23 0.9089
2019-11-12 2019-09-30 13F JP Morgan Chase COM 46625H100 8,060 310 4.00 949 9.58 0.8388
2019-08-09 2019-06-30 13F JP Morgan Chase COM 46625H100 7,750 -100 -1.27 866 8.93 0.8004
2019-05-09 2019-03-31 13F JP Morgan Chase COM 46625H100 7,850 450 6.08 795 10.11 0.7638
2019-02-12 2018-12-31 13F JP Morgan Chase COM 46625H100 7,400 100 1.37 722 -12.38 0.8076
2018-11-09 2018-09-30 13F JP Morgan Chase COM 46625H100 7,300 -1,000 -12.05 824 -4.74 0.8018
2018-08-09 2018-06-30 13F JP Morgan Chase COM 46625H100 8,300 0 0.00 865 -5.26 0.9053
2018-05-10 2018-03-31 13F JP Morgan Chase COM 46625H100 8,300 0 0.00 913 2.82 0.9844
2018-02-13 2017-12-31 13F JP Morgan Chase COM 46625H100 8,300 -567 -6.39 888 4.84 0.8987
2017-11-09 2017-09-30 13F JPMorgan Chase COM 46625H100 8,867 0 0.00 847 4.57 0.8503
2017-08-14 2017-06-30 13F JPMorgan Chase COM 46625H100 8,867 0 0.00 810 3.98 0.8038
2017-05-11 2017-03-31 13F JPMorgan Chase COM 46625H100 8,867 0 0.00 779 1.83 0.7650
2017-02-15 2016-12-31 13F JPMorgan Chase COM 46625H100 8,867 -200 -2.21 765 26.66 0.7827
2016-11-14 2016-09-30 13F JPMorgan Chase COM 46625H100 9,067 250 2.84 604 10.22 0.6237
2016-08-12 2016-06-30 13F JPMorgan Chase COM 46625H100 8,817 0 0.00 548 4.98 0.5775
2016-05-13 2016-03-31 13F JPMorgan Chase COM 46625H100 8,817 300 3.52 522 -7.12 0.5407
2016-02-16 2015-12-31 13F JPMorgan Chase COM 46625H100 8,517 0 0.00 562 8.29 0.5861
2015-11-12 2015-09-30 13F JPMorgan Chase COM 46625H100 8,517 567 7.13 519 -3.71 0.5684
2015-08-12 2015-06-30 13F JPMorgan Chase COM 46625H100 7,950 0 0.00 539 11.83 0.5476
2015-05-12 2015-03-31 13F JPMorgan Chase COM 46625H100 7,950 0 0.00 482 -3.21 0.4931
2015-02-06 2014-12-31 13F JPMorgan Chase COM 46625H100 7,950 7,950 498 0.4534
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.