JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNorthern Oak Wealth Management Inc
Latest Disclosed Ownership23,565 shares
Latest Disclosed Value $ 6,931,861
Northern Oak Wealth Management Inc reports 0.49% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Northern Oak Wealth Management Inc filed a 13F-HR form disclosing ownership of 23,565 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,931,861 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 23,682 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.49% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 23,565 -117 -0.49 6,932 -9.16 0.8651
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 23,682 -602 -2.48 7,631 -0.38 0.9573
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 24,284 -35 -0.14 7,660 8.64 0.9400
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 24,319 -121 -0.50 7,050 17.60 0.8926
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 24,440 -1,320 -5.12 5,995 -2.91 0.7721
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 25,760 -1,612 -5.89 6,175 7.00 0.7818
2024-10-30 2024-09-30 13F JPMORGAN CHASE COM 46625H100 27,372 -1,945 -6.63 5,772 -2.66 0.6718
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 29,317 -1,044 -3.44 5,930 -2.50 0.7142
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 30,361 -15,892 -34.36 6,081 -22.70 0.7227
2024-01-11 2023-12-31 13F JPMORGAN CHASE COM 46625H100 46,253 -6,654 -12.58 7,868 2.54 0.9398
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 52,907 -8,991 -14.53 7,673 -14.77 0.9539
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 61,898 -9,388 -13.17 9,003 -3.09 1.0724
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 71,286 2,082 3.01 9,289 0.10 1.1126
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 69,204 -1,730 -2.44 9,280 25.19 1.3251
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 70,934 -867 -1.21 7,413 -8.32 1.1094
2022-08-16 2022-06-30 13F JPMORGAN CHASE COM 46625H100 71,801 560 0.79 8,086 -16.74 1.1387
2022-05-24 2022-03-31 13F JPMORGAN CHASE COM 46625H100 71,241 -2,321 -3.16 9,712 -16.63 1.1895
2022-02-16 2021-12-31 13F JPMORGAN CHASE COM 46625H100 73,562 385 0.53 11,649 -2.75 1.3163
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 73,177 -289 -0.39 11,978 4.82 1.4607
2021-08-17 2021-06-30 13F JPMORGAN CHASE COM 46625H100 73,466 -942 -1.27 11,427 0.88 1.3812
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 74,408 -8,065 -9.78 11,327 8.08 1.4654
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 82,473 -1,745 -2.07 10,480 29.26 1.3969
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 84,218 1,038 1.25 8,108 3.63 1.1825
2020-08-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 83,180 6,851 8.98 7,824 13.85 1.2389
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 76,329 -21,852 -22.26 6,872 -49.79 1.3054
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 98,181 -14,048 -12.52 13,686 3.62 2.0981
2019-10-31 2019-09-30 13F JPMORGAN CHASE COM 46625H100 112,229 -2,036 -1.78 13,208 3.39 1.9171
2019-07-30 2019-06-30 13F JPMORGAN CHASE COM 46625H100 114,265 -2,163 -1.86 12,775 8.39 1.9254
2019-04-24 2019-03-31 13F JPMORGAN CHASE COM 46625H100 116,428 -2,014 -1.70 11,786 1.94 1.7950
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 118,442 456 0.39 11,562 -13.16 1.9351
2018-11-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 117,986 4,631 4.09 13,314 12.73 1.9440
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 113,355 878 0.78 11,811 -4.51 1.8501
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 112,477 -3,269 -2.82 12,369 -0.07 2.1127
2018-02-16 2017-12-31 13F JPMORGAN CHASE COM 46625H100 115,746 3,156 2.80 12,378 15.11 1.9498
2017-11-15 2017-09-30 13F J.P. Morgan Chase COM 46625H100 112,590 -4,157 -3.56 10,753 0.77 2.0065
2017-08-14 2017-06-30 13F J.P. Morgan Chase COM 46625H100 116,747 2,943 2.59 10,671 6.74 2.0113
2017-05-17 2017-03-31 13F J.P. Morgan Chase COM 46625H100 113,804 -10,747 -8.63 9,997 -6.99 1.9188
2017-02-15 2016-12-31 13F J.P. Morgan Chase COM 46625H100 124,551 2,125 1.74 10,748 31.84 2.1691
2016-11-15 2016-09-30 13F J.P. Morgan Chase COM 46625H100 122,426 553 0.45 8,152 7.65 1.7696
2016-08-15 2016-06-30 13F J.P. Morgan Chase COM 46625H100 121,873 1,429 1.19 7,573 6.17 1.6436
2016-05-03 2016-03-31 13F J.P. Morgan Chase COM 46625H100 120,444 9,061 8.13 7,133 -3.02 1.6298
2016-02-11 2015-12-31 13F J.P. Morgan Chase COM 46625H100 111,383 -7,522 -6.33 7,355 1.45 1.7279
2015-11-10 2015-09-30 13F J.P. Morgan Chase COM 46625H100 118,905 2,019 1.73 7,250 -8.46 1.7988
2015-08-12 2015-06-30 13F J.P. Morgan Chase COM 46625H100 116,886 -1,553 -1.31 7,920 10.38 2.1643
2015-05-04 2015-03-31 13F J.P. Morgan Chase COM 46625H100 118,439 118,439 0.00 7,175 1.9486
2015-02-03 2014-12-31 13F J.P. Morgan Chase COM 46625H100 0 -125,850 -100.00 0 -100.00
2014-11-06 2014-09-30 13F J.P. Morgan Chase COM 46625H100 125,850 847 0.68 7,581 5.25 2.0908
2014-08-06 2014-06-30 13F J.P. Morgan Chase COM 46625H100 125,003 7,358 6.25 7,203 0.85 1.9496
2014-04-28 2014-03-31 13F J.P. Morgan Chase COM 46625H100 117,645 1,328 1.14 7,142 5.00 2.0924
2014-02-11 2013-12-31 13F/A-1 J.P. Morgan Chase COM 46625H100 116,317 -1,115 -0.95 6,802 12.06 1.9974
2014-02-07 2013-12-31 13F J.P. Morgan Chase COM 46625H100 117,432 6,070
2013-10-30 2013-09-30 13F J.P. Morgan Chase COM 46625H100 117,432 -1,808 -1.52 6,070 -3.57 1.9923
2013-08-09 2013-06-30 13F J.P. Morgan Chase COM 46625H100 119,240 119,240 6,295 2.1604
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.