JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBOK Financial Private Wealth, Inc.
Latest Disclosed Ownership16,058 shares
Latest Disclosed Value $ 4,723,597
BOK Financial Private Wealth, Inc. reports 6.04% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - BOK Financial Private Wealth, Inc. filed a 13F-HR form disclosing ownership of 16,058 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,723,597 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 17,091 shares of JPMorgan Chase & Co.. This represents a change in shares of -6.04% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 16,058 -1,033 -6.04 4,724 -14.24 0.2853
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 17,091 -1,092 -6.01 5,507 -3.98 0.3371
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,183 -605 -3.22 5,735 5.31 0.3609
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 18,788 -2,312 -10.96 5,447 5.24 0.3633
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 21,100 -1,022 -4.62 5,176 -2.40 0.3888
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 22,122 -1,481 -6.27 5,303 6.55 0.3851
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 23,603 -1,789 -7.05 4,977 -3.10 0.3603
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 25,392 -238 -0.93 5,136 0.04 0.3731
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 25,630 -761 -2.88 5,134 14.35 0.3823
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 26,391 -1,214 -4.40 4,489 12.14 0.3648
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 27,605 -2,697 -8.90 4,003 -9.17 0.3502
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 30,302 -4,086 -11.88 4,407 -1.65 0.3592
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 34,388 845 2.52 4,481 -0.38 0.3599
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 33,543 -774 -2.26 4,498 25.43 0.3736
2022-11-07 2022-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 34,317 -15 -0.04 3,586 -7.24 0.3228
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 10,288 -24,044 1,211 0.1689
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 34,332 -22,738 -39.84 3,866 -50.31 0.3438
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 57,070 692 1.23 7,780 -12.85 0.5525
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 56,378 -222 -0.39 8,927 -3.65 0.6152
2021-11-15 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 56,600 2,468 4.56 9,265 10.04 0.7387
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,288 -43,844 1,211 0.1689
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 54,132 2,401 4.64 8,420 6.92 0.6856
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 51,731 -508 -0.97 7,875 18.64 0.7163
2021-02-01 2020-12-31 13F JPMORGAN CHASE COM 46625H100 52,239 -826 -1.56 6,638 29.93 0.6322
2020-11-06 2020-09-30 13F JPMORGAN CHASE COM 46625H100 53,065 -3,950 -6.93 5,109 -4.74 0.5323
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 57,015 -9,503 -14.29 5,363 -10.45 0.5611
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 66,518 -34,290 -34.02 5,989 -57.38 0.7274
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 100,808 90,520 879.86 14,053 1,060.45 1.1852
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 10,288 839 8.88 1,211 14.68 0.1689
2019-08-01 2019-06-30 13F JPMorgan Chase COM 46625H100 9,449 -1,190 -11.19 1,056 -1.95 0.1543
2019-04-30 2019-03-31 13F JPMorgan Chase COM 46625H100 10,639 -646 -5.72 1,077 -2.27 0.1438
2019-02-13 2018-12-31 13F JPMorgan Chase COM 46625H100 11,285 2,765 32.45 1,102 14.67 0.1496
2018-10-23 2018-09-30 13F JPMorgan Chase COM 46625H100 8,520 -6 -0.07 961 8.22 0.1524
2018-08-08 2018-06-30 13F JPMorgan Chase COM 46625H100 8,526 -1,025 -10.73 888 -15.43 0.1433
2018-05-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 9,551 -895 -8.57 1,050 -6.00 0.1731
2018-02-05 2017-12-31 13F JPMORGAN CHASE COM 46625H100 10,446 -417 -3.84 1,117 7.61 0.1772
2017-11-06 2017-09-30 13F JPMORGAN CHASE COM 46625H100 10,863 -56 -0.51 1,038 4.01 0.1706
2017-07-27 2017-06-30 13F JPMORGAN CHASE COM 46625H100 10,919 -83 -0.75 998 3.31 0.1441
2017-05-08 2017-03-31 13F JPMORGAN CHASE COM 46625H100 11,002 -978 -8.16 966 -6.58 0.1365
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 11,980 -366 -2.96 1,034 25.79 0.1568
2016-11-07 2016-09-30 13F JPMORGAN CHASE COM 46625H100 12,346 -3,323 -21.21 822 -15.52 0.1245
2016-08-10 2016-06-30 13F JPMORGAN CHASE COM 46625H100 15,669 10,431 199.14 973 213.87 0.1548
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 5,238 0 0.00 310 -10.40 0.0527
2016-02-08 2015-12-31 13F JPMORGAN CHASE COM 46625H100 5,238 -27 -0.51 346 7.79 0.0592
2015-10-22 2015-09-30 13F JPMORGAN CHASE COM 46625H100 5,265 1,444 37.79 321 23.94 0.0563
2015-07-16 2015-06-30 13F JPMORGAN CHASE COM 46625H100 3,821 27 0.71 259 12.61 0.0431
2015-04-30 2015-03-31 13F JPMORGAN CHASE COM 46625H100 3,794 3,794 0.00 230 0.0380
2015-02-03 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -4,569 -100.00 0 -100.00
2014-11-05 2014-09-30 13F JPMORGAN CHASE COM 46625H100 4,569 0 0.00 275 4.56 0.0461
2014-08-01 2014-06-30 13F JPMORGAN CHASE COM 46625H100 4,569 0 0.00 263 -5.05 0.0437
2014-05-05 2014-03-31 13F JPMORGAN CHASE COM 46625H100 4,569 0 0.00 277 3.75 0.0483
2014-01-28 2013-12-31 13F JPMORGAN CHASE COM 46625H100 4,569 -252 -5.23 267 7.23 0.0481
2013-11-08 2013-09-30 13F JPMORGAN CHASE COM 46625H100 4,821 1,000 26.17 249 23.27 0.0501
2013-08-13 2013-06-30 13F JPMORGAN CHASE COM 46625H100 3,821 3,821 202 0.0436
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.