JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership26,079 shares
Latest Disclosed Value $ 7,671,393
Pinnacle Wealth Planning Services, Inc. reports 3.90% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 26,079 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,671,393 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 27,138 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.90% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 26,079 -1,059 -3.90 7,671 -12.27 0.7925
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 27,138 530 1.99 8,745 4.19 0.9130
2025-11-13 2025-09-30 13F JP Morgan Chase COM 46625H100 26,608 10,228 62.44 8,393 76.75 0.9834
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 16,380 52 0.32 4,749 18.55 0.6245
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 16,328 1,364 9.12 4,005 11.68 0.6021
2025-02-27 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 14,964 -2,888 -16.18 3,587 -4.73 0.5390
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 14,964 -2,888 3,587 0.5008
2024-11-13 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 17,852 899 5.30 3,764 9.80 0.5113
2024-08-09 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 16,953 -956 -5.34 3,429 -4.43 0.4899
2024-05-10 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,909 -144 -0.80 3,587 16.84 0.5255
2024-02-08 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 18,053 -150 -0.82 3,071 16.33 0.4824
2023-11-08 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 18,203 -83 -0.45 2,640 -0.75 0.4351
2023-08-07 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 18,286 1,261 7.41 2,659 19.88 0.4295
2023-05-03 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,025 936 5.82 2,218 2.83 0.3687
2023-02-13 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 16,089 -2,175 -11.91 2,157 12.99 0.3833
2022-11-09 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 18,264 5,834 46.93 1,909 36.36 0.3529
2022-08-03 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,430 -38,887 -75.78 1,400 -79.99 0.2515
2022-04-20 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 51,317 37,071 260.22 6,995 210.06 1.2744
2022-01-21 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 14,246 -647 -4.34 2,256 -7.47 0.4407
2021-10-29 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 14,893 394 2.72 2,438 8.12 0.5389
2021-08-02 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 14,499 -20 -0.14 2,255 2.04 0.5245
2021-04-29 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 14,519 2,119 17.09 2,210 40.32 0.5668
2021-02-12 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,400 162 1.32 1,575 33.70 0.3763
2020-11-03 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,238 690 5.98 1,178 8.47 0.3890
2020-07-27 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,548 -3,816 -24.84 1,086 -21.48 0.3527
2020-05-11 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 15,364 2,368 18.22 1,383 -23.63 0.6568
2020-02-07 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,996 2,221 20.61 1,811 42.82 0.8518
2019-10-31 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,775 2,347 27.85 1,268 34.61 0.6904
2019-08-06 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,428 2,177 34.83 942 48.82 0.5685
2019-05-08 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,251 -1,330 -17.54 633 -14.57 0.4249
2019-03-01 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,581 -93 -1.21 741 -14.43 0.4742
2019-02-28 2018-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,674 -708 -8.45 866 -0.80 0.7918
2019-02-28 2018-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,382 180 2.19 873 -3.22 0.8480
2019-02-28 2018-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,202 5,705 228.47 902 237.83 0.9278
2018-02-12 2017-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,497 2,497 267 0.5439
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.