JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPeloton Wealth Strategists
Latest Disclosed Ownership21,585 shares
Latest Disclosed Value $ 6,349
Peloton Wealth Strategists reports 6.80% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Peloton Wealth Strategists filed a 13F-HR form disclosing ownership of 21,585 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,349 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 23,160 shares of JPMorgan Chase & Co.. This represents a change in shares of -6.80% 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.

Upgrade to unlock premium data and export to Excel .

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 & CO COM Stock 46625H100 21,585 -1,575 -6.80 6 -14.29 2.5679
2026-02-17 2025-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 23,160 -1,550 -6.27 7 0.00 2.8920
2025-11-17 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 24,710 -215 -0.86 8 0.00 3.0649
2025-08-13 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 24,925 -400 -1.58 7 16.67 2.8986
2025-05-16 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 25,325 -9,010 -26.24 6 -25.00 2.5968
2025-02-05 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 34,335 -2,228 -6.09 8 14.29 3.3193
2024-11-15 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 36,563 -1,773 -4.62 8 0.00 3.0642
2024-08-15 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 38,336 -77 -0.20 8 0.00 3.1900
2024-05-14 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 38,413 105 0.27 8 16.67 3.1251
2024-02-16 2023-12-31 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 38,308 -1,710 -4.27 7 20.00 2.8219
2024-02-15 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 38,308 -1,710 6 1.5779
2023-11-13 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 40,018 -1,715 -4.11 6 -16.67 2.6758
2023-08-10 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 41,733 -128 -0.31 6 20.00 2.6855
2023-05-11 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 41,861 1,300 3.21 5 0.00 2.4916
2023-02-13 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 40,561 0 0.00 5 -99.88 2.6183
2022-11-14 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 40,561 112 0.28 4,239 -6.94 2.2058
2022-08-12 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 40,449 600 1.51 4,555 -16.15 2.2208
2022-05-09 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 39,849 -900 -2.21 5,432 -15.82 2.2693
2022-02-10 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 40,749 -1,400 -3.32 6,453 -6.46 2.5867
2021-11-15 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 42,149 -1,000 -2.32 6,899 2.80 2.8243
2021-08-16 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 43,149 365 0.85 6,711 3.04 2.7693
2021-06-23 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 42,784 70 0.16 6,513 19.99 3.0588
2021-02-17 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 42,714 100 0.23 5,428 32.33 2.6892
2020-11-17 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 42,614 2,693 6.75 4,102 9.24 2.2988
2020-08-13 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 39,921 5,450 15.81 3,755 21.01 2.3651
2020-05-15 2020-03-31 13F J.P. Morgan Chase COM 46625H100 34,471 100 0.29 3,103 -35.23 2.5280
2020-02-14 2019-12-31 13F J.P. Morgan Chase COM 46625H100 34,371 -700 -2.00 4,791 16.06 2.9074
2019-11-13 2019-09-30 13F J.P. Morgan Chase COM 46625H100 35,071 703 2.05 4,128 7.44 2.6398
2019-08-12 2019-06-30 13F J.P. Morgan Chase COM 46625H100 34,368 -1,282 -3.60 3,842 6.46 2.5724
2019-05-15 2019-03-31 13F J.P. Morgan Chase COM 46625H100 35,650 -300 -0.83 3,609 2.85 2.4985
2019-02-14 2018-12-31 13F J.P. Morgan Chase COM 46625H100 35,950 2,500 7.47 3,509 -7.02 2.8553
2018-11-14 2018-09-30 13F J.P. Morgan Chase COM 46625H100 33,450 -1,100 -3.18 3,774 4.83 2.5951
2018-08-15 2018-06-30 13F J.P. Morgan Chase COM 46625H100 34,550 -200 -0.58 3,600 -5.78 2.6060
2018-05-07 2018-03-31 13F J.P. Morgan Chase COM 46625H100 34,750 -700 -1.97 3,821 0.79 2.8766
2018-02-15 2017-12-31 13F J.P. Morgan Chase COM 46625H100 35,450 200 0.57 3,791 12.59 2.8177
2017-11-09 2017-09-30 13F J.P. Morgan Chase COM 46625H100 35,250 -1,900 -5.11 3,367 -0.85 2.5975
2017-08-10 2017-06-30 13F J.P. Morgan Chase COM 46625H100 37,150 -200 -0.54 3,396 3.51 2.6315
2017-05-16 2017-03-31 13F/A-1 J.P. Morgan Chase COM 46625H100 37,350 -5,800 -13.44 3,281 -11.87 2.6998
2017-05-16 2017-03-31 13F J.P. Morgan Chase COM 46625H100 3,281 37,350
2017-02-15 2016-12-31 13F J.P. Morgan Chase COM 46625H100 43,150 200 0.47 3,723 30.17 3.0397
2016-11-15 2016-09-30 13F J.P. Morgan Chase COM 46625H100 42,950 -1,000 -2.28 2,860 9.87 2.3769
2016-05-13 2016-03-31 13F J.P. Morgan Chase COM 46625H100 43,950 7,200 19.59 2,603 7.25 2.2044
2016-02-04 2015-12-31 13F J.P. Morgan Chase COM 46625H100 36,750 2,100 6.06 2,427 14.86 2.0947
2015-11-02 2015-09-30 13F J.P. Morgan Chase COM 46625H100 34,650 0 0.00 2,113 -10.01 1.8463
2015-08-11 2015-06-30 13F J.P. Morgan Chase COM 46625H100 34,650 0 0.00 2,348 11.86 1.8699
2015-05-15 2015-03-31 13F J.P. Morgan Chase COM 46625H100 34,650 1,600 4.84 2,099 1.50 1.6285
2015-02-10 2014-12-31 13F J.P. Morgan Chase COM 46625H100 33,050 0 0.00 2,068 3.87 1.5721
2014-11-04 2014-09-30 13F J.P. Morgan Chase COM 46625H100 33,050 -8,900 -21.22 1,991 -23.63 1.5683
2016-08-12 2014-06-30 13F J.P. Morgan Chase COM 46625H100 41,950 9,900 30.89 2,607 33.97 2.2929
2014-05-08 2014-03-31 13F J.P. Morgan Chase COM 46625H100 32,050 -300 -0.93 1,946 2.85 1.5975
2014-02-03 2013-12-31 13F J.P. Morgan Chase COM 46625H100 32,350 -1,600 -4.71 1,892 7.81 1.5300
2013-11-08 2013-09-30 13F J.P. Morgan Chase COM 46625H100 33,950 0 0.00 1,755 -2.06 1.4722
2013-08-06 2013-06-30 13F J.P. Morgan Chase COM 46625H100 33,950 33,950 1,792 1.6122
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.