JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionJGP Wealth Management, LLC
Latest Disclosed Ownership80,438 shares
Latest Disclosed Value $ 23,661,736
JGP Wealth Management, LLC reports 1.57% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - JGP Wealth Management, LLC filed a 13F-HR form disclosing ownership of 80,438 shares of JPMorgan Chase & Co. (MX:JPM) valued at $23,661,736 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 81,723 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.57% 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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 80,438 -1,285 -1.57 23,662 -10.14 2.4613
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 81,723 246 0.30 26,333 5.08 2.7445
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 81,477 -333 -0.41 25,058 5.65 2.7770
2025-07-28 2025-06-30 13F JPMORGAN CHASE COM 46625H100 81,810 119 0.15 23,717 18.36 2.8740
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 81,691 -10,696 -11.58 20,039 -9.52 2.6372
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 92,387 631 0.69 22,146 14.47 2.8626
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 91,756 -545 -0.59 19,348 3.64 2.4906
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 92,301 -650 -0.70 18,669 0.27 2.6628
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 92,951 -12,731 -12.05 18,618 3.57 2.7031
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 105,682 1,177 1.13 17,976 18.61 2.6690
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 104,505 2,420 2.37 15,155 2.07 2.5418
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 102,085 702 0.69 14,847 12.38 2.4268
2023-04-14 2023-03-31 13F JPMORGAN CHASE COM 46625H100 101,383 28,853 39.78 13,211 35.83 2.3175
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 72,530 1,037 1.45 9,726 28.36 1.7870
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 71,493 3,032 4.43 7,577 -1.08 1.5936
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 68,461 3,246 4.98 7,660 -12.01 1.5460
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 65,215 372 0.57 8,706 -18.02 1.6057
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 64,843 1,926 3.06 10,620 3.12 1.9773
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 62,917 268 0.43 10,299 5.70 2.2253
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 62,649 -4,512 -6.72 9,744 -4.69 2.0953
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 67,161 430 0.64 10,224 10.82 2.2909
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 66,731 1,450 2.22 9,226 41.70 2.1378
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 65,281 2,508 4.00 6,511 11.17 1.7289
2020-07-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 62,773 934 1.51 5,857 0.45 1.7225
2020-04-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 61,839 103 0.17 5,831 -31.67 2.0664
2020-01-09 2019-12-31 13F JPMORGAN CHASE COM 46625H100 61,736 4,212 7.32 8,534 30.99 2.5224
2019-10-24 2019-09-30 13F JPMORGAN CHASE COM 46625H100 57,524 582 1.02 6,515 2.34 2.2584
2019-07-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 56,942 920 1.64 6,366 12.26 2.2555
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 56,022 5,041 9.89 5,671 13.94 2.1476
2019-01-17 2018-12-31 13F JPMORGAN CHASE COM 46625H100 50,981 1,558 3.15 4,977 -10.79 2.0585
2018-11-27 2018-09-30 13F JPMORGAN CHASE COM 46625H100 49,423 365 0.74 5,579 9.14 2.2323
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 49,058 49,058 5,112 2.1332
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.