JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLive Oak Private Wealth LLC
Latest Disclosed Ownership50,841 shares
Latest Disclosed Value $ 14,955,382
Live Oak Private Wealth LLC reports 0.87% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Live Oak Private Wealth LLC filed a 13F-HR form disclosing ownership of 50,841 shares of JPMorgan Chase & Co. (MX:JPM) valued at $14,955,382 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 51,289 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.87% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 50,841 -448 -0.87 14,955 -9.51 2.0849
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 51,289 -625 -1.20 16,526 0.92 2.2510
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 51,914 -144 -0.28 16,375 8.50 2.2801
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 52,058 258 0.50 15,092 18.78 2.2511
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 51,800 -243 -0.47 12,707 1.85 2.0588
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 52,043 -1,173 -2.20 12,475 11.18 2.0963
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 53,216 -9,050 -14.53 11,221 -10.89 1.8203
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 62,266 -1,179 -1.86 12,594 -0.90 2.1656
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 63,445 -786 -1.22 12,708 16.32 2.1999
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 64,231 349 0.55 10,926 17.93 2.0533
2023-10-23 2023-09-30 13F JPMORGAN CHASE COM 46625H100 63,882 -229 -0.36 9,264 -0.64 1.9721
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 64,111 205 0.32 9,324 11.97 1.8559
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 63,906 3,897 6.49 8,328 3.48 1.7216
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 60,009 878 1.48 8,047 30.23 1.6646
2022-10-25 2022-09-30 13F JPMORGAN CHASE COM 46625H100 59,131 1,873 3.27 6,179 -4.17 1.3866
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 57,258 2,746 5.04 6,448 -13.23 1.3573
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 54,512 5,204 10.55 7,431 -4.83 1.4380
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 49,308 351 0.72 7,808 -2.57 1.4608
2021-10-29 2021-09-30 13F JPMORGAN CHASE COM 46625H100 48,957 6,193 14.48 8,014 20.48 1.6271
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 42,764 1,268 3.06 6,652 5.30 1.4684
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 41,496 1,933 4.89 6,317 25.66 1.5503
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 39,563 1,724 4.56 5,027 37.99 1.4091
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 37,839 983 2.67 3,643 5.08 1.2521
2020-08-03 2020-06-30 13F JPMORGAN CHASE COM 46625H100 36,856 28,623 347.66 3,467 367.88 1.2585
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,233 987 13.62 741 -26.63 0.7599
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,246 7,246 1,010 0.9821
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.