JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionJackson Wealth Management, LLC
Latest Disclosed Ownership1,059 shares
Latest Disclosed Value $ 312,000
Jackson Wealth Management, LLC reports 0.57% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Jackson Wealth Management, LLC filed a 13F-HR form disclosing ownership of 1,059 shares of JPMorgan Chase & Co. (MX:JPM) valued at $312,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,053 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.57% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE & CO COM JPM 46625H100 1,059 6 0.57 312 -7.96 0.0315
2026-01-20 2025-12-31 13F JPMORGAN CHASE & CO. COM JPM 46625H100 1,053 -54 -4.88 339 -2.87 0.0330
2025-10-03 2025-09-30 13F JPMORGAN CHASE & CO. COM JPM 46625H100 1,107 -1,790 -61.79 349 -58.45 0.0349
2025-07-21 2025-06-30 13F JPMORGAN CHASE & CO. COM JPM 46625H100 2,897 1,871 182.36 840 233.33 0.0914
2025-04-29 2025-03-31 13F JPMORGAN CHASE & CO. COM JPM 46625H100 1,026 43 4.37 252 6.78 0.0306
2025-01-27 2024-12-31 13F JPMORGAN CHASE & CO. COM JPM 46625H100 983 0 0.00 236 14.01 0.0268
2024-10-22 2024-09-30 13F JPMORGAN CHASE & CO. COM JPM 46625H100 983 -13 -1.31 207 2.99 0.0247
2024-07-01 2024-06-30 13F JPMORGAN CHASE & CO COM JPM 46625H100 996 996 201 0.0431
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,288 -100.00 0 -100.00
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,288 1,288 204 0.0258
2021-12-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 0 -10,983 -100.00 0 -100.00
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,983 10,983 1,708 0.2161
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -19,598 -100.00 0 -100.00
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 19,598 -3,644 -15.68 2,610 -1.51 0.4331
2019-11-07 2019-09-30 13F JPMORGAN CHASE COM 46625H100 23,242 4,212 22.13 2,650 22.69 0.5550
2019-07-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 19,030 600 3.26 2,160 15.76 0.4698
2019-05-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 18,430 445 2.47 1,866 6.81 0.4562
2019-01-24 2018-12-31 13F JPMORGAN CHASE COM 46625H100 17,985 -147 -0.81 1,747 -14.61 0.5232
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 18,132 1,483 8.91 2,046 6.67 0.4304
2018-08-08 2018-06-30 13F JPMORGAN CHASE COM 46625H100 16,649 -62 -0.37 1,918 3.40 0.4466
2018-05-03 2018-03-31 13F JPMORGAN CHASE COM 46625H100 16,711 -2,964 -15.06 1,855 -13.56 0.5181
2018-02-05 2017-12-31 13F JPMORGAN CHASE COM 46625H100 19,675 143 0.73 2,146 13.13 0.5444
2017-11-09 2017-09-30 13F JPMORGAN CHASE COM 46625H100 19,532 984 5.31 1,897 9.91 0.5135
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 18,548 18,548 -5.04 1,726 -9.01 0.5466
2016-05-02 2016-03-31 13F JPMORGAN CHASE COM 46625H100 0 -27,078 -100.00 0 -100.00
2016-02-04 2015-12-31 13F JPMORGAN CHASE COM 46625H100 27,078 -642 -2.32 1,597 -5.50 0.6314
2015-10-30 2015-09-30 13F JPMORGAN CHASE COM 46625H100 27,720 -1,841 -6.23 1,690 -14.90 0.6057
2015-07-29 2015-06-30 13F JPMORGAN CHASE COM 46625H100 29,561 28,498 2,680.90 1,986 3,003.13 0.6720
2015-05-04 2015-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 1,063 1,063 64 0.0206
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.