JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSmith & Howard Wealth Management, LLC
Latest Disclosed Ownership1,593 shares
Latest Disclosed Value $ 468,561
Smith & Howard Wealth Management, LLC reports 2.15% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Smith & Howard Wealth Management, LLC filed a 13F-HR form disclosing ownership of 1,593 shares of JPMorgan Chase & Co. (MX:JPM) valued at $468,561 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,628 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.15% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,593 -35 -2.15 469 -10.69 0.0517
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,628 0 0.00 525 2.14 0.1171
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,628 -370 -18.52 513 -11.40 0.1184
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,998 0 0.00 579 18.16 0.1467
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,998 0 0.00 490 2.51 0.1336
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,998 -25 -1.24 479 12.21 0.1354
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,023 0 0.00 427 4.16 0.1198
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,023 186 10.13 409 11.44 0.1215
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,837 -40 -2.13 368 15.05 0.1135
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,877 -14 -0.74 319 16.42 0.1129
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,891 76 4.19 274 4.18 0.0962
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,815 -54 -2.89 264 8.23 0.0929
2023-04-13 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,869 -50 -2.61 244 -5.45 0.0840
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,919 -125 -6.12 257 20.09 0.0983
2022-10-18 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,044 2,044 214 0.0912
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,818 -100.00 0 -100.00
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,818 -21 -1.14 248 -14.78 0.1043
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,839 70 3.96 291 0.34 0.1317
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,769 1,769 290 0.1369
2020-04-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,619 -100.00 0 -100.00
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,619 1,619 -96.82 226 -80.94 0.0770
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 0 -2,160 -100.00 0 -100.00
2017-11-15 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,160 2,160 206 0.0978
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 0 -3,846 -100.00 0 -100.00
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3,846 232 6.42 228 -4.60 0.0944
2016-02-16 2015-12-31 13F J P Morgan Chase Equities 46625H100 3,614 48 1.35 239 10.14 0.1167
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 3,566 0 0.00 217 -10.33 0.1045
2015-08-10 2015-06-30 13F J P Morgan Chase Equities 46625H100 3,566 0 0.00 242 12.04 0.1060
2015-05-15 2015-03-31 13F J P Morgan Chase Equities 46625H100 3,566 2,166 154.71 216 163.41 0.0933
2014-02-26 2013-12-31 13F/A-1 J P Morgan Chase COM 46625H100 1,400 -625 -30.86 82 -21.90 0.0451
2014-02-13 2013-12-31 13F J P Morgan Chase COM 46625H100 1,400 82
2013-11-14 2013-09-30 13F/A-1 J P Morgan Chase COM 46625H100 2,025 -319 -13.61 105 -15.32 0.0626
2013-10-31 2013-09-30 13F J P Morgan Chase COM 46625H100 2,344 124
2013-08-13 2013-06-30 13F J P Morgan Chase COM 46625H100 2,344 2,344 124 0.0795
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.