JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionKeebeck Wealth Management, LLC
Latest Disclosed Ownership8,436 shares
Latest Disclosed Value $ 2,481,749
Keebeck Wealth Management, LLC reports 38.73% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Keebeck Wealth Management, LLC filed a 13F-HR form disclosing ownership of 8,436 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,481,749 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,081 shares of JPMorgan Chase & Co.. This represents a change in shares of 38.73% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,436 2,355 38.73 2,482 26.65 0.2792
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,081 855 16.36 1,960 18.87 0.2261
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,226 392 8.11 1,648 17.63 0.1948
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,834 649 15.51 1,401 36.55 0.1834
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,185 341 8.87 1,027 11.40 0.1515
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,844 227 6.28 922 20.87 0.1329
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,617 -10,729 -74.79 763 -73.73 0.1105
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 14,346 -6,001 -29.49 2,902 -28.81 0.4256
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,347 0 0.00 4,076 17.74 0.5995
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 20,347 160 0.79 3,461 18.24 0.5710
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 20,187 9 0.04 2,928 -0.24 0.5098
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 20,178 177 0.88 2,935 12.59 0.4033
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 20,001 42 0.21 2,606 -2.62 0.4201
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 19,959 202 1.02 2,677 29.59 0.4699
2022-11-14 2022-09-30 13F JPMorgan Chase COM 46625H100 19,757 -8,112 -29.11 2,065 -34.19 0.3980
2022-08-15 2022-06-30 13F JPMorgan Chase COM 46625H100 27,869 -1,659 -5.62 3,138 -22.04 0.5997
2022-05-16 2022-03-31 13F JPMorgan Chase COM 46625H100 29,528 -3,334 -10.15 4,025 -22.66 0.6672
2022-02-14 2021-12-31 13F JPMorgan Chase COM 46625H100 32,862 1,364 4.33 5,204 0.93 0.9287
2021-11-16 2021-09-30 13F JPMorgan Chase COM 46625H100 31,498 342 1.10 5,156 6.40 1.0168
2021-08-16 2021-06-30 13F JPMorgan Chase COM 46625H100 31,156 -2,817 -8.29 4,846 -6.29 0.6986
2021-05-13 2021-03-31 13F JPMorgan Chase COM 46625H100 33,973 505 1.51 5,171 21.58 0.8031
2021-02-16 2020-12-31 13F JPMorgan Chase COM 46625H100 33,468 417 1.26 4,253 33.70 0.7405
2020-11-02 2020-09-30 13F JPMorgan Chase COM 46625H100 33,051 1,352 4.27 3,181 6.71 0.6566
2020-08-06 2020-06-30 13F JPMorgan Chase COM 46625H100 31,699 -561 -1.74 2,981 2.65 0.9427
2020-05-14 2020-03-31 13F JPMorgan Chase COM 46625H100 32,260 3,667 12.82 2,904 -27.13 1.2080
2020-02-14 2019-12-31 13F JPMorgan Chase COM 46625H100 28,593 28,593 3,985 1.2631
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.