JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMarietta Wealth Management, LLC
Latest Disclosed Ownership50,757 shares
Latest Disclosed Value $ 14,930,745
Marietta Wealth Management, LLC reports 3.29% increase in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Marietta Wealth Management, LLC filed a 13F-HR form disclosing ownership of 50,757 shares of JPMorgan Chase & Co. (MX:JPM) valued at $14,930,745 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 49,139 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.29% 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 50,757 1,618 3.29 14,931 -5.70 1.7745
2026-01-28 2025-12-31 13F JPMORGAN CHASE COM 46625H100 49,139 -350 -0.71 15,834 1.43 1.8315
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 49,489 94 0.19 15,610 9.01 1.9088
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 49,395 -111 -0.22 14,320 17.93 1.8673
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 49,506 -265 -0.53 12,144 1.79 1.7826
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 49,771 -530 -1.05 11,931 12.48 1.7115
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 50,301 522 1.05 10,606 5.34 1.5410
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 49,779 -609 -1.21 10,068 -0.24 1.5695
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 50,388 -1,251 -2.42 10,093 14.90 1.6656
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 51,639 -66 -0.13 8,784 17.14 1.5647
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 51,705 -1,325 -2.50 7,498 -2.77 1.4896
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 53,030 1,082 2.08 7,713 13.93 1.4534
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 51,948 -192 -0.37 6,769 -3.18 1.4373
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 52,140 5,785 12.48 6,992 44.32 1.5813
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 46,355 2,348 5.34 4,844 -2.26 1.2089
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 44,007 1,390 3.26 4,956 -14.70 1.1983
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 42,617 1,523 3.71 5,810 -10.71 1.2150
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 41,094 667 1.65 6,507 -1.66 1.3072
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 40,427 1,437 3.69 6,617 9.10 1.4452
2021-08-12 2021-06-30 13F JPMorgan Chase com 46625H100 38,990 278 0.72 6,065 2.92 1.3686
2021-05-06 2021-03-31 13F JPMorgan Chase com 46625H100 38,712 -2,800 -6.75 5,893 11.72 1.4680
2021-02-09 2020-12-31 13F JPMorgan Chase com 46625H100 41,512 463 1.13 5,275 33.48 1.4507
2020-11-04 2020-09-30 13F JPMorgan Chase com 46625H100 41,049 910 2.27 3,952 4.69 1.2322
2020-08-05 2020-06-30 13F JPMorgan Chase com 46625H100 40,139 3,197 8.65 3,775 13.50 1.2895
2020-05-14 2020-03-31 13F JPMorgan Chase com 46625H100 36,942 2,985 8.79 3,326 -29.74 1.2961
2020-02-07 2019-12-31 13F JPMorgan Chase com 46625H100 33,957 -156 -0.46 4,734 17.91 1.5607
2019-11-14 2019-09-30 13F JPMorgan Chase com 46625H100 34,113 1,148 3.48 4,015 8.93 1.4635
2019-08-14 2019-06-30 13F JPMorgan Chase com 46625H100 32,965 780 2.42 3,686 13.14 1.4351
2019-05-09 2019-03-31 13F JPMorgan Chase com 46625H100 32,185 1,725 5.66 3,258 9.59 1.3382
2019-02-05 2018-12-31 13F JPMorgan Chase com 46625H100 30,460 1,202 4.11 2,973 -9.96 1.4221
2018-11-10 2018-09-30 13F JPMorgan Chase com 46625H100 29,258 182 0.63 3,302 8.98 1.4592
2018-08-08 2018-06-30 13F JPMorgan Chase com 46625H100 29,076 1,524 5.53 3,030 0.00 1.4791
2018-05-14 2018-03-31 13F JPMorgan Chase com 46625H100 27,552 -397 -1.42 3,030 1.37 1.5896
2018-02-06 2017-12-31 13F JPMorgan Chase com 46625H100 27,949 -237 -0.84 2,989 11.03 1.6184
2017-11-13 2017-09-30 13F JPMorgan Chase com 46625H100 28,186 -1,355 -4.59 2,692 -0.30 1.5065
2017-08-11 2017-06-30 13F JPMorgan Chase com 46625H100 29,541 820 2.86 2,700 7.02 1.6403
2017-05-09 2017-03-31 13F JPMorgan Chase com 46625H100 28,721 4,401 18.10 2,523 20.20 1.6750
2017-02-13 2016-12-31 13F Jpmorgan Chase com 46625H100 24,320 24,320 2,099 1.6803
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.