JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTd Private Client Wealth Llc
Latest Disclosed Ownership74,494 shares
Latest Disclosed Value $ 21,913,134
Td Private Client Wealth Llc reports 10.80% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Td Private Client Wealth Llc filed a 13F-HR form disclosing ownership of 74,494 shares of JPMorgan Chase & Co. (MX:JPM) valued at $21,913,134 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 83,509 shares of JPMorgan Chase & Co.. This represents a change in shares of -10.80% 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 COMMON STOCK 46625H100 74,494 -9,015 -10.80 21,913 -18.56 0.4545
2026-02-05 2025-12-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 83,509 -1,497 -1.76 26,908 0.35 0.5732
2025-10-27 2025-09-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 85,006 -12,079 -12.44 26,813 -4.73 0.6040
2025-07-15 2025-06-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 97,085 1,613 1.69 28,146 20.18 0.6914
2025-04-29 2025-03-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 95,472 1,085 1.15 23,419 3.51 0.6451
2025-02-11 2024-12-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 94,387 -208 -0.22 22,626 13.43 0.6328
2024-11-18 2024-09-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 94,595 1,887 2.04 19,946 6.37 0.5736
2024-08-14 2024-06-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 92,708 -1,267 -1.35 18,751 -0.38 0.5904
2024-08-16 2024-03-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 93,975 182 0.19 18,823 17.98 0.6177
2024-08-16 2023-12-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 93,793 5,304 5.99 15,954 24.33 0.5767
2024-08-16 2023-09-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 88,489 -11,082 -11.13 12,833 -11.39 0.5555
2024-08-16 2023-06-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 99,571 -2,560 -2.51 14,482 8.81 0.6256
2024-08-16 2023-03-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 102,131 -16,727 -14.07 13,309 -16.50 0.5972
2024-08-16 2022-12-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 118,858 1,791 1.53 15,939 30.29 0.7530
2024-08-16 2022-09-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 117,067 25,139 27.35 12,234 18.17 0.6255
2024-08-16 2022-06-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 91,928 3,734 4.23 10,352 -13.89 0.5045
2024-08-16 2022-03-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 88,194 -2,212 -2.45 12,023 -16.02 0.5119
2024-08-16 2021-12-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 90,406 -2,906 -3.11 14,316 -6.28 0.5946
2024-08-16 2021-09-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 93,312 1,052 1.14 15,274 6.44 0.6529
2024-08-16 2021-06-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 92,260 -1,223 -1.31 14,350 0.84 0.6127
2024-08-16 2021-03-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 93,483 -13,332 -12.48 14,231 4.85 0.6647
2024-08-16 2020-12-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 106,815 -7,267 -6.37 13,573 23.58 0.6887
2024-08-16 2020-09-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 114,082 14,804 14.91 10,983 17.61 0.6146
2024-08-16 2020-06-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 99,278 26,699 36.79 9,338 42.91 0.5452
2024-08-16 2020-03-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 72,579 -4,753 -6.15 6,534 -39.39 0.4675
2024-08-16 2019-12-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 77,332 77,332 10,780 0.6450
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.