JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPinnacle Wealth Management Group, Inc.
Latest Disclosed Ownership10,851 shares
Latest Disclosed Value $ 3,191,836
Pinnacle Wealth Management Group, Inc. reports 1.29% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Pinnacle Wealth Management Group, Inc. filed a 13F-HR form disclosing ownership of 10,851 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,191,836 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 10,993 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.29% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,851 -142 -1.29 3,192 -9.91 1.5669
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,993 -68 -0.61 3,542 1.55 1.7696
2025-10-08 2025-09-30 13F JPMORGAN CHASE COM 46625H100 11,061 62 0.56 3,489 9.41 1.7886
2025-07-31 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,999 -260 -2.31 3,189 15.47 1.8285
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 11,259 -18 -0.16 2,762 2.15 1.9263
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 11,277 25 0.22 2,703 13.95 1.6835
2024-10-10 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,252 69 0.62 2,373 4.91 1.4971
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 11,183 39 0.35 2,262 1.30 1.5304
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,144 -132 -1.17 2,232 16.37 1.6585
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,276 0 0.00 1,918 17.31 1.5751
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,276 20 0.18 1,635 -0.12 1.4882
2023-07-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,256 -550 -4.66 1,637 6.44 1.4307
2023-04-27 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 11,806 -1,005 -7.84 1,538 153,700.00 1.3332
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 15,931 3,120 2,172 1.6417
2023-01-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 12,811 -3,270 -20.33 2 -99.94 1.5226
2022-10-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 16,081 0 0.00 1,680 -7.23 1.4809
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 16,081 150 0.94 1,811 -16.62 1.5156
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 15,931 200 1.27 2,172 -12.81 1.6345
2022-03-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 15,731 334 2.17 2,491 -1.15 1.8464
2021-10-28 2021-09-30 13F JPMORGAN CHASE COM 46625H100 15,397 182 1.20 2,520 6.46 1.8946
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 15,215 15,215 2,367 1.7264
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.