JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStrategic Wealth Partners, Ltd.
Latest Disclosed Ownership60,117 shares
Latest Disclosed Value $ 17,683,938
Strategic Wealth Partners, Ltd. reports 3.04% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Strategic Wealth Partners, Ltd. filed a 13F-HR form disclosing ownership of 60,117 shares of JPMorgan Chase & Co. (MX:JPM) valued at $17,683,938 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 12, 2026 disclosing 62,001 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.04% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 60,117 -1,884 -3.04 17,684 -11.48 1.2259
2026-05-12 2025-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 62,001 9,755 18.67 19,978 21.25 1.3687
2025-11-14 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 52,246 -9,915 -15.95 16,476 -8.57 1.2300
2025-08-11 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 62,161 2,832 4.77 18,021 9.93 1.4181
2025-02-14 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 59,329 7,143 13.69 16,394 48.99 1.3573
2024-10-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 52,186 3,064 6.24 11,004 10.75 1.0579
2024-10-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 49,122 -5,282 -9.71 9,935 -8.83 1.0375
2024-05-20 2024-03-31 13F JPMORGAN CHASE COM 46625H100 54,404 2,698 5.22 10,897 23.90 1.1956
2024-05-20 2023-12-31 13F JPMORGAN CHASE COM 46625H100 51,706 8,387 19.36 8,795 40.00 1.0840
2024-05-20 2023-09-30 13F JPMORGAN CHASE COM 46625H100 43,319 630 1.48 6,282 1.19 0.8273
2024-05-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 42,689 417 0.99 6,209 12.71 0.8031
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 42,272 783 1.89 5,508 -0.99 0.8450
2023-04-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 41,489 3,679 9.73 5,564 40.80 1.0335
2023-04-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 37,810 1,064 2.90 3,951 -4.52 0.8383
2022-08-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 36,746 1,056 2.96 4,138 -14.94 0.8935
2022-05-19 2022-03-31 13F JPMORGAN CHASE COM 46625H100 35,690 3,872 12.17 4,865 -3.43 0.9496
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 31,818 1,987 6.66 5,038 3.17 0.9550
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 29,831 5,297 21.59 4,883 27.96 1.4339
2021-08-25 2021-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 24,534 3,861 18.68 3,816 21.26 1.2450
2021-05-24 2021-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 20,673 627 3.13 3,147 23.56 1.2557
2021-02-18 2020-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 20,046 817 4.25 2,547 37.60 1.0685
2020-11-10 2020-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 19,229 -1,983 -9.35 1,851 -7.22 0.9357
2020-08-11 2020-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 21,212 5,731 37.02 1,995 -7.55 1.0310
2020-05-07 2020-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 15,481 0 0.00 2,158 0.00 1.1242
2020-01-30 2019-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 15,481 -981 -5.96 2,158 1,029.84 1.1228
2019-10-28 2019-09-30 13F JPMORGAN CHASE &CO COM 46625H100 16,462 10,640 182.76 191 -70.71 0.9835
2019-08-06 2019-06-30 13F JPMORGAN CHASE &CO COM 46625H100 5,822 -184 -3.06 652 4.15 0.3147
2019-05-14 2019-03-31 13F JPMORGAN CHASE &CO COM 46625H100 6,006 1,111 22.70 626 26.46 0.2874
2019-01-23 2018-12-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 4,895 316 6.90 495 -4.26 0.2498
2018-12-06 2018-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 4,579 207 4.73 517 13.38 0.2756
2018-09-04 2018-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 4,372 425 10.77 456 5.07 0.2641
2018-07-13 2018-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 3,947 -6,403 -61.86 434 -57.07 0.2238
2018-04-16 2017-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 10,350 10,350 1,011 0.5611
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.