JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMcKinley Carter Wealth Services, Inc.
Latest Disclosed Ownership22,874 shares
Latest Disclosed Value $ 6,728,697
McKinley Carter Wealth Services, Inc. reports 7.40% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - McKinley Carter Wealth Services, Inc. filed a 13F-HR form disclosing ownership of 22,874 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,728,697 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 24,703 shares of JPMorgan Chase & Co.. This represents a change in shares of -7.40% 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 22,874 -1,829 -7.40 6,729 -15.47 0.3746
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 24,703 -2,223 -8.26 7,960 -6.29 0.4446
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 26,926 42 0.16 8,493 8.98 0.4453
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 26,884 951 3.67 7,794 22.51 0.4325
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 25,933 -104 -0.40 6,361 1.92 0.3909
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 26,037 -411 -1.55 6,241 11.93 0.3819
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 26,448 2,129 8.75 5,577 13.38 0.3368
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 24,319 -375 -1.52 4,919 -0.57 0.3133
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 24,694 -3,218 -11.53 4,946 4.19 0.3306
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 27,912 -1,355 -4.63 4,748 11.85 0.3475
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 29,267 -26 -0.09 4,244 -0.38 0.3376
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 29,293 880 3.10 4,260 15.07 0.3198
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 28,413 1,296 4.78 3,702 1.82 0.2895
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 27,117 2,419 9.79 3,636 40.88 0.3081
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 24,698 23 0.09 2,581 -7.12 0.2401
2022-07-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 24,675 512 2.12 2,779 -15.63 0.2461
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 24,163 1,123 4.87 3,294 -9.70 0.2577
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 23,040 585 2.61 3,648 -0.76 0.2721
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 22,455 950 4.42 3,676 9.90 0.3013
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 21,505 -819 -3.67 3,345 -1.56 0.2767
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 22,324 744 3.45 3,398 23.88 0.2905
2021-02-16 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 21,580 6,011 38.61 2,743 82.99 0.3595
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 15,146 -423 1,925 374,050.7854
2020-10-14 2020-09-30 13F JPMORGAN CHASE COM 46625H100 15,569 1,338 9.40 1,499 11.95 0.3369
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 14,231 -754 -5.03 1,339 -0.74 0.3281
2020-05-01 2020-03-31 13F JPMORGAN CHASE COM 46625H100 14,985 140 0.94 1,349 -34.80 0.4034
2020-01-23 2019-12-31 13F JPMORGAN CHASE COM 46625H100 14,845 1,892 14.61 2,069 35.76 0.4838
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 12,953 4,283 49.40 1,524 57.28 0.3898
2019-08-02 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,670 249 2.96 969 13.73 0.2610
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 8,421 -86 -1.01 852 2.53 0.2391
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 8,507 -630 -6.90 831 -19.40 0.2745
2018-11-06 2018-09-30 13F JPMORGAN CHASE COM 46625H100 9,137 70 0.77 1,031 9.10 0.3058
2018-12-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 9,067 -78 -0.85 945 -6.06 0.3042
2018-05-17 2018-03-31 13F JPMorgan Chase COM 46625H100 9,145 1 0.01 1,006 2.86 0.3289
2018-01-31 2017-12-31 13F JPMORGAN CHASE COM 46625H100 9,144 -1,328 -12.68 978 -2.20 0.3363
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 10,472 4 0.04 1,000 4.49 0.3838
2017-08-08 2017-06-30 13F JPMORGAN CHASE COM 46625H100 10,468 -1,177 -10.11 957 -6.45 0.4232
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 11,645 3 0.03 1,023 1.79 0.4751
2017-02-07 2016-12-31 13F JPMORGAN CHASE COM 46625H100 11,642 -65 -0.56 1,005 28.85 0.5080
2016-11-07 2016-09-30 13F JPMORGAN CHASE COM 46625H100 11,707 -88 -0.75 780 6.41 0.4020
2016-08-01 2016-06-30 13F JPMORGAN CHASE COM 46625H100 11,795 -1,064 -8.27 733 -3.81 0.3814
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 12,859 378 3.03 762 -7.52 0.4225
2016-02-02 2015-12-31 13F JPMORGAN CHASE COM 46625H100 12,481 1 0.01 824 8.28 0.4718
2015-11-10 2015-09-30 13F JPMORGAN CHASE COM 46625H100 12,480 -10,309 -45.24 761 -50.71 0.4737
2015-08-10 2015-06-30 13F JPMORGAN CHASE COM 46625H100 22,789 10,003 78.23 1,544 99.23 0.8376
2015-05-06 2015-03-31 13F JPMORGAN CHASE COM 46625H100 12,786 12,786 0.00 775 0.4997
2015-02-05 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -10,928 -100.00 0 -100.00
2014-10-22 2014-09-30 13F JPMORGAN CHASE COM 46625H100 10,928 -1,848 -14.46 658 -10.60 0.6243
2014-10-22 2014-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 12,776 -513 -3.86 736 -8.80 0.7767
2014-08-08 2014-06-30 13F JPMORGAN CHASE COM 46625H100 12,776 736
2014-05-02 2014-03-31 13F JPMORGAN CHASE COM 46625H100 13,289 -13,106 -49.65 807 -47.73 0.8788
2014-01-29 2013-12-31 13F JPMORGAN CHASE COM 46625H100 26,395 -11,626 -30.58 1,544 -21.42 1.5036
2013-11-14 2013-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 38,021 4,133 12.20 1,965 9.84 2.3280
2013-10-30 2013-09-30 13F JPMORGAN CHASE COM 46625H100 38,021 1,965
2013-07-24 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 33,888 33,888 1,789 2.7031
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.