JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMaltin Wealth Management, Inc.
Latest Disclosed Ownership3,408 shares
Latest Disclosed Value $ 1,002,633
Maltin Wealth Management, Inc. reports 2.91% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Maltin Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 3,408 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,002,633 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 3,510 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.91% 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,408 -102 -2.91 1,003 -11.41 0.3832
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,510 8 0.23 1,131 2.45 0.4499
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,502 13 0.37 1,105 9.20 0.4586
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,489 -480 -12.09 1,011 3.91 0.4551
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,969 185 4.89 974 7.28 0.4572
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,784 16 0.42 907 14.23 0.4456
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,768 16 0.43 794 4.75 0.3869
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,752 5 0.13 759 1.07 0.4076
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,747 47 1.27 751 19.24 0.4222
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,700 -426 -10.32 629 5.18 0.4007
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,126 22 0.54 598 0.34 0.4178
2023-08-03 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,104 -737 -15.22 597 -5.40 0.4220
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,680 -161 681 0.1364
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,841 26 0.54 631 -2.33 0.4547
2023-02-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,815 -457 -8.67 646 17.06 0.4699
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,272 57 1.09 551 -6.13 0.4353
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,215 94 1.84 587 -15.90 0.4242
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,121 -731 -12.49 698 -24.70 0.4615
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,852 -28 -0.48 927 -3.64 0.5572
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,880 25 0.43 962 5.60 0.5908
2021-07-23 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,855 -2,430 -29.33 911 -27.76 0.5537
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 8,285 2,529 43.94 1,261 72.50 0.8176
2021-01-20 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,756 -2,000 -25.79 731 -2.14 0.5127
2020-10-19 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,756 -504 -6.10 747 -3.86 0.5313
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,260 598 7.80 777 12.61 0.5866
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,662 882 13.01 690 -26.98 0.5864
2020-02-25 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,780 6,780 945 0.6111
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.