JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionKiley Juergens Wealth Management, Llc
Latest Disclosed Ownership14,074 shares
Latest Disclosed Value $ 4,140,087
Kiley Juergens Wealth Management, Llc reports 1.53% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Kiley Juergens Wealth Management, Llc filed a 13F-HR form disclosing ownership of 14,074 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,140,087 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 14,292 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.53% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 14,074 -218 -1.53 4,140 -10.10 0.7305
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,292 98 0.69 4,605 2.86 0.9948
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 14,194 -283 -1.95 4,477 6.67 0.9857
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 14,477 75 0.52 4,197 18.83 0.9687
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 14,402 264 1.87 3,533 4.22 0.9397
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 14,138 -60 -0.42 3,389 13.23 0.8491
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 14,198 -144 -1.00 2,994 3.21 0.7771
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 14,342 513 3.71 2,901 4.69 0.8057
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 13,829 662 5.03 2,770 23.72 0.8569
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 13,167 -183 -1.37 2,240 15.71 0.7492
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 13,350 -293 -2.15 1,936 -2.47 0.6989
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 13,643 97 0.72 1,984 12.41 0.6844
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 13,546 351 2.66 1,765 -0.23 0.6605
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 13,195 -36 -0.27 1,770 28.00 0.7415
2022-10-11 2022-09-30 13F Jpmorgan Chase COM 46625H100 13,231 1,012 8.28 1,382 0.51 0.6500
2022-07-29 2022-06-30 13F Jpmorgan Chase COM 46625H100 12,219 739 6.44 1,375 -12.14 0.6510
2022-04-12 2022-03-31 13F Jpmorgan Chase COM 46625H100 11,480 1,097 10.57 1,565 -4.81 0.6228
2022-01-20 2021-12-31 13F Jpmorgan Chase COM 46625H100 10,383 10,383 1,644 0.6236
2020-07-14 2020-06-30 13F Jpmorgan Chase COM 46625H100 0 -11,451 -100.00 0 -100.00
2020-04-17 2020-03-31 13F Jpmorgan Chase COM 46625H100 11,451 -218 -1.87 1,030 -36.65 1.0624
2020-01-21 2019-12-31 13F Jpmorgan Chase COM 46625H100 11,669 548 4.93 1,626 24.31 1.4281
2019-10-15 2019-09-30 13F Jpmorgan Chase COM 46625H100 11,121 280 2.58 1,308 7.92 1.4316
2019-07-11 2019-06-30 13F Jpmorgan Chase COM 46625H100 10,841 6 0.06 1,212 10.58 1.3640
2019-04-12 2019-03-31 13F Jpmorgan Chase COM 46625H100 10,835 795 7.92 1,096 11.84 1.3653
2019-01-15 2018-12-31 13F Jpmorgan Chase COM 46625H100 10,040 4,635 85.75 980 60.92 1.3719
2018-10-10 2018-09-30 13F Jpmorgan Chase COM 46625H100 5,405 824 17.99 609 27.67 0.4548
2018-07-23 2018-06-30 13F Jpmorgan Chase COM 46625H100 4,581 1,417 44.79 477 37.46 0.4259
2018-04-23 2018-03-31 13F Jpmorgan Chase COM 46625H100 3,164 1,372 76.56 347 81.68 0.3765
2018-02-12 2017-12-31 13F Jpmorgan Chase COM 46625H100 1,792 1,792 191 0.1719
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.