JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPettyjohn, Wood & White, Inc
Latest Disclosed Ownership63,828 shares
Latest Disclosed Value $ 18,775,645
Pettyjohn, Wood & White, Inc reports 0.24% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Pettyjohn, Wood & White, Inc filed a 13F-HR form disclosing ownership of 63,828 shares of JPMorgan Chase & Co. (MX:JPM) valued at $18,775,645 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 63,983 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.24% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 63,828 -155 -0.24 18,776 -8.93 2.9901
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 63,983 -291 -0.45 20,617 1.69 3.2310
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 64,274 -1 -0.00 20,274 8.80 3.3472
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 64,275 -122 -0.19 18,634 17.96 3.3288
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 64,397 -4,123 -6.02 15,797 -3.82 3.0279
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 68,520 104 0.15 16,425 13.85 3.0103
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 68,416 -1,135 -1.63 14,426 2.55 2.6567
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 69,551 -624 -0.89 14,067 0.08 2.7313
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 70,175 195 0.28 14,056 18.09 2.7973
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 69,980 -207 -0.29 11,904 16.95 2.5777
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 70,187 713 1.03 10,179 0.73 2.4026
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 69,474 594 0.86 10,104 12.58 2.3253
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 68,880 602 0.88 8,976 99,622.22 2.1940
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 68,278 -215 -0.31 9 -99.87 2.2824
2022-10-28 2022-09-30 13F JPMORGAN CHASE COM 46625H100 68,493 380 0.56 7,158 -6.68 1.9093
2022-08-08 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 68,113 3,046 4.68 7,670 -13.53 1.8149
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 68,113 3,046 7,670 1.8149
2022-04-22 2022-03-31 13F JPMORGAN CHASE COM 46625H100 65,067 835 1.30 8,870 -12.79 1.8953
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 64,232 -48 -0.07 10,171 -3.34 2.0962
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 64,280 193 0.30 10,522 5.56 2.3368
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 64,087 258 0.40 9,968 2.58 2.2329
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 63,829 707 1.12 9,717 21.14 2.3047
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 63,122 1,855 3.03 8,021 36.00 2.0480
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 61,267 -775 -1.25 5,898 1.06 1.7242
2020-08-04 2020-06-30 13F JPMORGAN CHASE COM 46625H100 62,042 960 1.57 5,836 6.13 1.8650
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 61,082 760 1.26 5,499 -34.61 2.0510
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 60,322 -567 -0.93 8,409 17.35 2.4191
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 60,889 -245 -0.40 7,166 4.84 2.1775
2019-08-02 2019-06-30 13F JPMORGAN CHASE COM 46625H100 61,134 1,161 1.94 6,835 12.58 2.1171
2019-04-26 2019-03-31 13F JPMORGAN CHASE COM 46625H100 59,973 2,615 4.56 6,071 8.43 1.9765
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 57,358 1,847 3.33 5,599 -10.62 2.0518
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 55,511 880 1.61 6,264 10.03 2.0386
2018-08-13 2018-06-30 13F JPMORGAN CHASE ETF 46625H100 54,631 7,181 15.13 5,693 9.10 1.9888
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 47,450 2,610 5.82 5,218 8.82 1.8888
2018-02-12 2017-12-31 13F JP MORGAN CHASE COM 46625H100 44,840 -3,131 -6.53 4,795 4.65 1.7236
2017-11-13 2017-09-30 13F JP MORGAN CHASE COM 46625H100 47,971 -1,653 -3.33 4,582 1.01 1.6992
2017-08-11 2017-06-30 13F JP MORGAN CHASE COM 46625H100 49,624 721 1.47 4,536 5.59 1.6817
2017-05-05 2017-03-31 13F JP MORGAN CHASE COM 46625H100 48,903 20,725 73.55 4,296 76.72 1.5958
2017-02-07 2016-12-31 13F/A-1 JP MORGAN CHASE COM 46625H100 28,178 -65 -0.23 2,431 29.24 0.9438
2017-02-02 2016-12-31 13F JP MORGAN CHASE COM 46625H100 28,178 2,431
2016-11-02 2016-09-30 13F JP MORGAN CHASE COM 46625H100 28,243 -950 -3.25 1,881 3.69 0.8952
2016-08-11 2016-06-30 13F JP MORGAN CHASE COM 46625H100 29,193 -160 -0.55 1,814 4.37 0.7163
2016-05-12 2016-03-31 13F JP MORGAN CHASE COM 46625H100 29,353 1,709 6.18 1,738 -4.77 0.7092
2016-02-08 2015-12-31 13F JP MORGAN CHASE COM 46625H100 27,644 2,143 8.40 1,825 17.36 0.7744
2015-11-06 2015-09-30 13F JP MORGAN CHASE COM 46625H100 25,501 125 0.49 1,555 -9.54 0.7142
2015-08-17 2015-06-30 13F JP MORGAN CHASE COM 46625H100 25,376 -925 -3.52 1,719 7.91 0.7240
2015-05-15 2015-03-31 13F JP MORGAN CHASE COM 46625H100 26,301 -565 -2.10 1,593 -5.23 0.6603
2015-02-11 2014-12-31 13F JP MORGAN CHASE COM 46625H100 26,866 0 0.00 1,681 3.89 0.6954
2014-11-12 2014-09-30 13F JP MORGAN CHASE COM 46625H100 26,866 -325 -1.20 1,618 3.25 0.6994
2014-08-12 2014-06-30 13F JP MORGAN CHASE COM 46625H100 27,191 -180 -0.66 1,567 -5.72 0.6853
2014-04-23 2014-03-31 13F JP MORGAN CHASE COM 46625H100 27,371 27,371 1,662 0.7602
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.