JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSWS Partners
Latest Disclosed Ownership14,216 shares
Latest Disclosed Value $ 4,181,803
SWS Partners reports 3.77% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - SWS Partners filed a 13F-HR form disclosing ownership of 14,216 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,181,803 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 14,773 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.77% 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 14,216 -557 -3.77 4,182 -12.16 1.0315
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,773 683 4.85 4,760 7.11 1.1490
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 14,090 526 3.88 4,444 13.02 1.0848
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 13,564 -1,084 -7.40 3,933 9.44 1.0611
2025-05-27 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 14,648 346 2.42 3,593 4.81 1.1793
2025-05-19 2025-03-31 13F JPMORGAN CHASE COM 46625H100 14,301 -1 3,428 1.0381
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 14,302 -216 -1.49 3,428 11.99 1.0381
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 14,518 -7,202 -33.16 3,061 -30.23 0.9751
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 21,720 -1,245 -5.42 4,388 -4.61 1.3116
2024-04-30 2024-03-31 13F JPMorgan Chase JPM-US 46625H100 22,965 -1,492 -6.10 4,600 10.55 1.3754
2024-02-13 2023-12-31 13F JPMorgan Chase JPM-US 46625H100 24,457 1,157 4.97 4,160 23.15 1.3559
2023-11-09 2023-09-30 13F JPMorgan Chase JPM-US 46625H100 23,300 47 0.20 3,379 0.00 1.2491
2023-08-17 2023-06-30 13F/A-2 JPMorgan Chase COM 46625H100 23,253 -1,379 -5.60 3,378 5.27 1.2185
2023-07-26 2023-06-30 13F JPMorgan Chase COM 46625H100 23,253 -1,379 3,378 1.2120
2023-05-09 2023-03-31 13F JPMorgan Chase COM 46625H100 24,632 400 1.65 3,210 106,866.67 1.1949
2023-01-30 2022-12-31 13F JPMorgan Chase COM 46625H100 24,232 -372 -1.51 3 -99.88 1.5409
2022-11-09 2022-09-30 13F JPMorgan Chase COM 46625H100 24,604 568 2.36 2,571 -5.02 1.1911
2022-07-28 2022-06-30 13F JPMorgan Chase COM 46625H100 24,036 -747 -3.01 2,707 -20.15 2.2788
2022-05-05 2022-03-31 13F JPMorgan Chase COM 46625H100 24,783 2,969 13.61 3,390 -1.85 2.2172
2022-01-25 2021-12-31 13F JPMorgan Chase COM 46625H100 21,814 4,082 23.02 3,454 18.98 1.9641
2021-11-08 2021-09-30 13F JPMorgan Chase COM 46625H100 17,732 927 5.52 2,903 11.06 1.7987
2021-08-09 2021-06-30 13F JPMorgan Chase COM 46625H100 16,805 -5,734 -25.44 2,614 -23.81 1.7012
2021-05-17 2021-03-31 13F JPMorgan Chase COM 46625H100 22,539 1,183 5.54 3,431 26.42 2.3612
2021-03-31 2020-12-31 13F JPMorgan Chase COM 46625H100 21,356 -747 -3.38 2,714 27.54 1.2094
2020-11-13 2020-09-30 13F JPMorgan Chase COM 46625H100 22,103 8,867 66.99 2,128 66.38 1.0660
2020-08-13 2020-06-30 13F J P MORGAN CHASE COM 46625H100 13,236 7,086 115.22 1,279 130.87 1.6286
2020-05-14 2020-03-31 13F J P MORGAN CHASE COM 46625H100 6,150 -90 -1.44 554 -31.35 0.3960
2019-11-21 2019-09-30 13F/A-1 J P MORGAN CHASE COM 46625H100 6,240 -1,034 -14.22 807 -3.24 0.4776
2019-11-15 2019-09-30 13F J P MORGAN CHASE COM 46625H100 119,525 112,251 13,496 491,173.0067
2019-08-13 2019-06-30 13F J P MORGAN CHASE COM 46625H100 7,274 -236 -3.14 834 13.78 0.5298
2019-02-04 2018-12-31 13F J P MORGAN CHASE COM 46625H100 7,510 -33 -0.44 733 -13.87 0.5554
2018-11-14 2018-09-30 13F J P MORGAN CHASE COM 46625H100 7,543 1 0.01 851 8.27 0.5403
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,542 27 0.36 786 -2.96 0.5524
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 7,515 107 1.44 810 2.27 0.5966
2018-02-15 2017-12-31 13F JPMORGAN CHASE COM 46625H100 7,408 7,408 792 0.5952
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.