JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionDakota Wealth Management
Latest Disclosed Ownership221,361 shares
Latest Disclosed Value $ 65,115,303
Dakota Wealth Management reports 9.22% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Dakota Wealth Management filed a 13F-HR form disclosing ownership of 221,361 shares of JPMorgan Chase & Co. (MX:JPM) valued at $65,115,303 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 243,841 shares of JPMorgan Chase & Co.. This represents a change in shares of -9.22% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 221,361 -22,480 -9.22 65,115 -17.12 1.4090
2026-01-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 243,841 4,911 2.06 78,570 4.25 1.3940
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 238,930 -13,556 -5.37 75,366 2.96 1.5187
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 252,486 -3,969 -1.55 73,198 16.36 1.5411
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 256,455 65,148 34.05 62,908 37.18 1.4714
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 191,307 1,533 0.81 45,858 14.60 1.0546
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 189,774 7,253 3.97 40,016 8.39 0.9042
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 182,521 1,215 0.67 36,917 1.65 0.8676
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 181,306 39,410 27.77 36,316 50.46 0.9016
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 141,896 -45,349 -24.22 24,136 -11.11 0.9375
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 187,245 8,470 4.74 27,154 4.43 1.1983
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 178,775 26,558 17.45 26,001 31.09 1.2234
2023-04-14 2023-03-31 13F JPMORGAN CHASE COM 46625H100 152,217 10,142 7.14 19,835 4.11 1.3243
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 142,075 62,727 79.05 19,052 129.76 1.3507
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 79,348 22,905 40.58 8,292 30.46 0.6711
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 56,443 -33,130 -36.99 6,356 -47.95 0.5852
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 89,573 -36,932 -29.19 12,211 -39.04 0.9903
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 126,505 3,873 3.16 20,032 -0.21 2.1131
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 122,632 -107 -0.09 20,074 5.15 2.3089
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 122,739 10,831 9.68 19,091 12.06 2.2729
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 111,908 56,130 100.63 17,036 140.35 2.2358
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 55,778 15,724 39.26 7,088 83.82 0.9221
2020-11-04 2020-09-30 13F JPMORGAN CHASE COM 46625H100 40,054 -13,506 -25.22 3,856 -23.46 0.6077
2020-08-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 53,560 6,200 13.09 5,038 18.15 0.8620
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 47,360 5,345 12.72 4,264 -27.20 0.9309
2020-02-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 42,015 -1,019 -2.37 5,857 15.64 0.9390
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 43,034 -4,125 -8.75 5,065 -3.94 0.8719
2019-08-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 47,159 6,353 15.57 5,273 27.74 1.0090
2019-04-29 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 40,806 -4,750 -10.43 4,128 -17.41 0.8211
2019-04-18 2019-03-31 13F JPMORGAN CHASE COM 46625H100 40,806 -4,750 908
2019-01-22 2018-12-31 13F JPMORGAN CHASE COM 46625H100 45,556 330 0.73 4,998 -2.06 1.1316
2018-11-07 2018-09-30 13F JPMORGAN CHASE COM 46625H100 45,226 10,604 30.63 5,103 41.47 1.1466
2018-08-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 34,622 30,596 759.96 3,607 714.22 1.0026
2018-04-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 4,026 -90 -2.19 443 0.68 0.2285
2018-01-16 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,116 4,116 440 0.2332
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.