JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSculati Wealth Management, LLC
Latest Disclosed Ownership17,308 shares
Latest Disclosed Value $ 5,091,321
Sculati Wealth Management, LLC reports 4.06% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - Sculati Wealth Management, LLC filed a 13F-HR form disclosing ownership of 17,308 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,091,321 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 18,041 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.06% 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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 17,308 -733 -4.06 5,091 -12.42 1.8793
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 18,041 -274 -1.50 5,813 0.62 2.0492
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,315 -336 -1.80 5,777 6.84 2.0371
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 18,651 -433 -2.27 5,407 15.51 2.0314
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,084 -291 -1.50 4,681 0.80 1.8928
2025-02-26 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 19,375 -370 -1.87 4,644 11.55 1.8356
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 20,315 0 4,069 1.7551
2025-02-26 2024-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 19,745 -279 -1.39 4,163 2.79 1.6606
2024-11-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 20,315 291 4,069 1.7551
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,024 -291 -1.43 4,050 -0.47 1.7303
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,315 -4 -0.02 4,069 17.74 1.7551
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 20,319 100 0.49 3,456 17.87 1.6102
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 20,219 632 3.23 2,932 2.95 1.4983
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 19,587 172 0.89 2,849 12.61 1.4334
2023-05-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 19,415 1,446 8.05 2,530 126,350.00 1.3436
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 17,969 2,621 17.08 2 -99.88 1.3540
2022-11-15 2022-09-30 13F JPMORGAN CHASE COM 46625H100 15,348 1,738 12.77 1,604 4.63 0.9471
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 13,610 100 0.74 1,533 -16.78 0.8751
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 13,510 451 3.45 1,842 -10.93 0.9002
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 13,059 -186 -1.40 2,068 -4.61 0.9994
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 13,245 0 0.00 2,168 5.24 1.1486
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 13,245 511 4.01 2,060 6.30 1.0915
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 12,734 -155 -1.20 1,938 18.32 1.1164
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 12,889 -115 -0.88 1,638 30.83 1.0757
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 13,004 280 2.20 1,252 4.59 0.9374
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 12,724 -31 -0.24 1,197 4.27 1.0096
2020-05-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 12,755 131 1.04 1,148 -34.77 1.2625
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 12,624 12,624 1,760 1.5781
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.