JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStockman Wealth Management, Inc.
Latest Disclosed Ownership73,997 shares
Latest Disclosed Value $ 21,766,850
Stockman Wealth Management, Inc. reports 3.92% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Stockman Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 73,997 shares of JPMorgan Chase & Co. (MX:JPM) valued at $21,766,850 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 29, 2026 disclosing 71,206 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.92% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 73,997 2,791 3.92 21,767 -5.13 2.4020
2026-01-29 2025-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 71,206 -62 -0.09 22,944 2.07 2.6722
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 71,268 0 22,480 2.7897
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 71,268 -1,031 -1.43 22,480 7.25 2.7897
2025-07-17 2025-06-30 13F JPMORGANCHASE&CO. COM 46625H100 72,299 132 0.18 20,960 18.40 2.8483
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 72,167 -2,933 -3.91 17,703 -1.67 2.6212
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 75,100 -805 -1.06 18,002 12.48 2.8186
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 75,905 -508 -0.66 16,005 3.56 2.4875
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 76,413 -1,543 -1.98 15,455 -1.02 2.7087
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 77,956 -3,957 -4.83 15,615 12.06 2.7566
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 81,913 -156 -0.19 13,933 17.07 2.7796
2023-10-31 2023-09-30 13F JPMORGAN CHASE COM 46625H100 82,069 -3,049 -3.58 11,902 -3.86 2.6205
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 85,118 111 0.13 12,379 11.75 2.6586
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 85,007 -2,145 -2.46 11,077 -5.22 2.4757
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 87,152 -3,050 -3.38 11,687 23.99 2.6842
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 90,202 8,482 10.38 9,426 2.43 2.5496
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 81,720 9,448 13.07 9,202 -6.60 2.3469
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 72,272 6,492 9.87 9,852 -5.41 2.0441
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 65,780 -348 -0.53 10,416 -3.77 2.1258
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 66,128 1,034 1.59 10,824 6.90 2.4100
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 65,094 1,793 2.83 10,125 5.07 2.4187
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 63,301 -2,584 -3.92 9,636 15.10 2.6835
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 65,885 -465 -0.70 8,372 31.06 2.5675
2020-11-06 2020-09-30 13F JPMORGAN CHASE COM 46625H100 66,350 7,055 11.90 6,388 14.54 2.3288
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 59,295 5,840 10.93 5,577 15.87 2.0893
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 53,455 5,638 11.79 4,813 -27.80 2.1347
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 47,817 -1,713 -3.46 6,666 14.36 2.3670
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 49,530 3,749 8.19 5,829 13.89 2.2343
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 45,781 521 1.15 5,118 11.70 2.0895
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 45,260 2,528 5.92 4,582 9.83 2.0022
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 42,732 1,131 2.72 4,172 -11.12 1.9932
2018-11-02 2018-09-30 13F JPMORGAN CHASE COM 46625H100 41,601 -287 -0.69 4,694 7.54 2.0237
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 41,888 505 1.22 4,365 -4.09 1.9973
2018-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 41,383 -441 -1.05 4,551 1.74 2.0827
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 41,824 -1,087 -2.53 4,473 9.15 2.0092
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 42,911 34,952 439.15 4,098 463.69 1.9602
2017-08-09 2017-06-30 13F J P Morgan Chase COM 46625H100 7,959 -31,115 -79.63 727 -78.82 0.7251
2017-05-11 2017-03-31 13F J P Morgan Chase COM 46625H100 39,074 2,904 8.03 3,432 9.96 1.9504
2017-02-09 2016-12-31 13F J P Morgan Chase COM 46625H100 36,170 -492 -1.34 3,121 27.86 1.8983
2016-10-31 2016-09-30 13F J P Morgan Chase COM 46625H100 36,662 1,821 5.23 2,441 12.75 1.5120
2016-08-12 2016-06-30 13F J P Morgan Chase COM 46625H100 34,841 757 2.22 2,165 7.28 1.6933
2016-05-12 2016-03-31 13F J P Morgan Chase COM 46625H100 34,084 1,460 4.48 2,018 -6.31 1.6014
2016-02-11 2015-12-31 13F J P Morgan Chase COM 46625H100 32,624 2,057 6.73 2,154 15.56 1.7430
2015-11-05 2015-09-30 13F J P Morgan Chase COM 46625H100 30,567 686 2.30 1,864 -7.95 1.7226
2015-07-30 2015-06-30 13F J P Morgan Chase COM 46625H100 29,881 571 1.95 2,025 14.02 1.8393
2015-04-23 2015-03-31 13F J P Morgan Chase COM 46625H100 29,310 1,186 4.22 1,776 0.91 1.6139
2015-02-12 2014-12-31 13F J P Morgan Chase COM 46625H100 28,124 28,124 1,760 1.5939
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.