JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMcNaughton Wealth Management, LLC
Latest Disclosed Ownership6,816 shares
Latest Disclosed Value $ 2,004,995
McNaughton Wealth Management, LLC reports 5.92% increase in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - McNaughton Wealth Management, LLC filed a 13F-HR form disclosing ownership of 6,816 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,004,995 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 6,435 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.92% 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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 6,816 381 5.92 2,005 -3.33 0.8292
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,435 285 4.63 2,073 6.91 0.8537
2025-10-08 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,150 -155 -2.46 1,940 6.13 0.8181
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,305 186 3.04 1,828 21.80 0.8152
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,119 105 1.75 1,501 4.09 0.7286
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,014 53 0.89 1,442 14.73 0.6948
2024-10-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,961 -15 -0.25 1,257 3.97 0.6119
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,976 146 2.50 1,209 3.51 0.6409
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,830 -187 -3.11 1,168 14.08 0.6475
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,017 795 15.22 1,023 35.14 0.6061
2023-10-05 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,222 -132 -2.47 757 -2.70 0.5036
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,354 60 1.13 779 12.92 0.4984
2023-04-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,294 -148 -2.72 690 -5.49 0.4577
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,442 91 1.70 730 30.41 0.4989
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,351 470 9.63 559 1.64 0.4104
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,881 1,733 55.05 550 28.21 0.3889
2022-04-08 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,148 492 18.52 429 -3.38 0.2791
2022-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,656 486 22.40 444 25.07 0.2875
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,170 243 12.61 355 18.33 0.2510
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,927 573 42.32 300 45.63 0.2104
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,354 1,354 206 0.1578
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.