JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRobertson Stephens Wealth Management, LLC
Latest Disclosed Ownership76,645 shares
Latest Disclosed Value $ 22,545,746
Robertson Stephens Wealth Management, LLC reports 22.30% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Robertson Stephens Wealth Management, LLC filed a 13F-HR form disclosing ownership of 76,645 shares of JPMorgan Chase & Co. (MX:JPM) valued at $22,545,746 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 98,645 shares of JPMorgan Chase & Co.. This represents a change in shares of -22.30% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 76,645 -22,000 -22.30 22,546 -29.07 0.6317
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 98,645 60,095 155.89 31,786 161.41 0.8284
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 38,550 1,321 3.55 12,160 12.67 0.3673
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 37,229 -4,050 -9.81 10,793 6.59 0.3434
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 41,279 2,106 5.38 10,126 7.83 0.3481
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 39,173 -926 -2.31 9,390 11.06 0.3325
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 40,099 304 0.76 8,455 5.06 0.3064
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 39,795 783 2.01 8,049 2.99 0.4052
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 39,012 -76 -0.19 7,814 17.54 0.4144
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 39,088 2,877 7.95 6,649 26.60 0.4040
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 36,211 1,999 5.84 5,251 5.55 0.3542
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 34,212 5,566 19.43 4,976 33.31 0.3520
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 28,646 581 2.07 3,733 -0.82 0.2872
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 28,065 303 1.09 3,764 29.71 0.3665
2022-11-14 2022-09-30 13F JPMorgan Chase COM 46625H100 27,762 1,010 3.78 2,901 -3.69 0.3027
2022-08-12 2022-06-30 13F JPMorgan Chase COM 46625H100 26,752 -7,133 -21.05 3,012 -34.79 0.2841
2022-05-16 2022-03-31 13F JPMorgan Chase COM 46625H100 33,885 1,696 5.27 4,619 -9.38 0.3879
2022-02-14 2021-12-31 13F JPMorgan Chase COM 46625H100 32,189 12,518 63.64 5,097 58.29 0.4288
2021-11-10 2021-09-30 13F JPMorgan Chase COM 46625H100 19,671 -731 -3.58 3,220 1.48 0.3636
2021-08-17 2021-06-30 13F JPMorgan Chase COM 46625H100 20,402 -3,812 -15.74 3,173 -13.92 0.3810
2021-05-07 2021-03-31 13F JPMorgan Chase COM 46625H100 24,214 9,816 68.18 3,686 101.53 0.5896
2021-02-10 2020-12-31 13F JPMorgan Chase COM 46625H100 14,398 -1,813 -11.18 1,829 17.24 0.3823
2020-11-10 2020-09-30 13F JPMorgan Chase COM 46625H100 16,211 6,718 70.77 1,560 74.89 0.3833
2020-08-12 2020-06-30 13F JPMorgan Chase COM 46625H100 9,493 -669 -6.58 892 -2.51 0.2574
2020-05-01 2020-03-31 13F JPMorgan Chase COM 46625H100 10,162 6,973 218.66 915 106.08 0.3125
2020-02-14 2019-12-31 13F JPMorgan Chase COM 46625H100 3,189 -3,383 -51.48 444 -42.56 0.2239
2019-11-14 2019-09-30 13F JPMorgan Chase COM 46625H100 6,572 6,572 773 0.3913
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.