JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWeatherly Asset Management L. P.
Latest Disclosed Ownership13,983 shares
Latest Disclosed Value $ 4,113,272
Weatherly Asset Management L. P. reports 0.14% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Weatherly Asset Management L. P. filed a 13F-HR form disclosing ownership of 13,983 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,113,272 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 14,002 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.14% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COMMON 46625H100 13,983 -19 -0.14 4,113 -8.82 0.3327
2026-01-16 2025-12-31 13F JPMORGAN CHASE COMMON 46625H100 14,002 -95 -0.67 4,512 1.46 0.3472
2025-10-16 2025-09-30 13F JPMORGAN CHASE COMMON 46625H100 14,097 55 0.39 4,446 9.24 0.3663
2025-07-11 2025-06-30 13F JPMORGAN CHASE COMMON 46625H100 14,042 -118 -0.83 4,071 17.19 0.3469
2025-05-01 2025-03-31 13F JPMORGAN CHASE COMMON 46625H100 14,160 593 4.37 3,473 6.80 0.3114
2025-01-29 2024-12-31 13F JPMORGAN CHASE COMMON 46625H100 13,567 -90 -0.66 3,252 12.96 0.2885
2024-10-29 2024-09-30 13F JPMORGAN CHASE COMMON 46625H100 13,657 2,069 17.85 2,880 22.88 0.2524
2024-07-31 2024-06-30 13F JPMORGAN CHASE COMMON 46625H100 11,588 -30 -0.26 2,344 0.69 0.2146
2024-04-19 2024-03-31 13F JPMORGAN CHASE COMMON 46625H100 11,618 -100 -0.85 2,327 16.76 0.2251
2024-02-01 2023-12-31 13F JPMORGAN CHASE COMMON 46625H100 11,718 -578 -4.70 1,993 11.78 0.2148
2023-10-10 2023-09-30 13F JPMORGAN CHASE COMMON 46625H100 12,296 0 0.00 1,783 -0.28 0.2130
2023-07-21 2023-06-30 13F JPMORGAN CHASE COMMON 46625H100 12,296 140 1.15 1,788 12.88 0.2087
2023-04-13 2023-03-31 13F JPMORGAN CHASE COMMON 46625H100 12,156 -502 -3.97 1,584 -6.66 0.2056
2023-01-11 2022-12-31 13F JPMORGAN CHASE COMMON 46625H100 12,658 -625 -4.71 1,697 22.26 0.2317
2022-10-17 2022-09-30 13F JPMORGAN CHASE COMMON 46625H100 13,283 -50 -0.38 1,388 -7.53 0.1995
2022-07-18 2022-06-30 13F JPMORGAN CHASE COMMON 46625H100 13,333 -226 -1.67 1,501 -18.78 0.2090
2022-05-06 2022-03-31 13F JPMORGAN CHASE COMMON 46625H100 13,559 395 3.00 1,848 -11.37 0.2162
2022-01-28 2021-12-31 13F JPMORGAN CHASE COMMON 46625H100 13,164 -100 -0.75 2,085 -3.96 0.2313
2021-11-05 2021-09-30 13F JPMORGAN CHASE COMMON 46625H100 13,264 -915 -6.45 2,171 -1.54 0.2642
2021-08-12 2021-06-30 13F JPMORGAN CHASE COMMON 46625H100 14,179 0 0.00 2,205 2.18 0.2780
2021-05-05 2021-03-31 13F JPMORGAN CHASE COMMON 46625H100 14,179 0 0.00 2,158 19.76 0.2994
2021-02-02 2020-12-31 13F JPMORGAN CHASE COMMON 46625H100 14,179 -231 -1.60 1,802 29.92 0.2589
2020-10-30 2020-09-30 13F JPMORGAN CHASE COMMON 46625H100 14,410 -85 -0.59 1,387 1.76 0.2238
2020-07-29 2020-06-30 13F JPMORGAN CHASE COMMON 46625H100 14,495 -127 -0.87 1,363 3.57 0.2409
2020-05-01 2020-03-31 13F JPMORGAN CHASE COMMON 46625H100 14,622 -113 -0.77 1,316 -35.93 0.2878
2020-01-23 2019-12-31 13F JPMORGAN CHASE COMMON 46625H100 14,735 33 0.22 2,054 18.73 0.3924
2019-11-07 2019-09-30 13F JPMORGAN CHASE COMMON 46625H100 14,702 -472 -3.11 1,730 2.00 0.3686
2019-07-31 2019-06-30 13F JPMORGAN CHASE COMMON 46625H100 15,174 444 3.01 1,696 13.75 0.3379
2019-05-01 2019-03-31 13F JPMORGAN CHASE COMMON 46625H100 14,730 -892 -5.71 1,491 -2.23 0.3045
2019-02-11 2018-12-31 13F JPMORGAN CHASE COMMON 46625H100 15,622 692 4.63 1,525 -9.50 0.3611
2018-11-08 2018-09-30 13F JPMORGAN CHASE COMMON 46625H100 14,930 179 1.21 1,685 9.63 0.3458
2018-07-31 2018-06-30 13F JPMORGAN CHASE COMMON 46625H100 14,751 0 0.00 1,537 -5.24 0.3586
2018-05-07 2018-03-31 13F JPMORGAN CHASE COMMON 46625H100 14,751 -2,750 -15.71 1,622 -13.35 0.3845
2018-01-30 2017-12-31 13F JPMORGAN CHASE COMMON 46625H100 17,501 -7 -0.04 1,872 11.96 0.4525
2017-10-20 2017-09-30 13F JPMORGAN CHASE COMMON 46625H100 17,508 -281 -1.58 1,672 2.83 0.4435
2017-07-27 2017-06-30 13F JPMORGAN CHASE COMMON 46625H100 17,789 -501 -2.74 1,626 1.18 0.4578
2017-04-28 2017-03-31 13F JPMORGAN CHASE COMMON 46625H100 18,290 135 0.74 1,607 2.55 0.4747
2017-02-14 2016-12-31 13F JPMORGAN CHASE COMMON 46625H100 18,155 -112 -0.61 1,567 28.87 0.4990
2016-10-31 2016-09-30 13F JPMORGAN CHASE COMMON 46625H100 18,267 -3,200 -14.91 1,216 -8.85 0.4033
2016-08-06 2016-06-30 13F/A-1 JPMORGAN CHASE COMMON 46625H100 21,467 751 3.63 1,334 8.81 0.4402
2016-08-05 2016-06-30 13F JPMORGAN CHASE COMMON 46625H100 1,641 -19,075 1,136 0.4839
2016-04-21 2016-03-31 13F JPMORGAN CHASE COMMON 46625H100 20,716 350 1.72 1,226 -8.78 0.4238
2016-02-09 2015-12-31 13F JPMORGAN CHASE COMMON 46625H100 20,366 3,152 18.31 1,344 28.12 0.4756
2015-11-05 2015-09-30 13F/A-1 J.P. MORGAN CHASE COMMON 46625H100 17,214 -142 -0.82 1,049 -10.80 0.4240
2015-10-15 2015-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 17,214 -142 1,049 0.4249
2015-07-30 2015-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 17,356 -912 -4.99 1,176 6.33 0.4479
2015-04-30 2015-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 18,268 18,268 0.00 1,106 0.4421
2015-02-05 2014-12-31 13F J.P. MORGAN CHASE & C COMMON 46625H100 0 -18,385 -100.00 0 -100.00
2014-10-03 2014-09-30 13F J.P. MORGAN CHASE & C COMMON 46625H100 18,385 -65 -0.35 1,107 4.14 0.4766
2014-07-03 2014-06-30 13F/A-1 J.P. MORGAN CHASE COMMON 46625H100 18,450 0 0.00 1,063 -5.09 0.4453
2014-07-03 2014-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 18,450 0 1,063 0.4635
2014-04-17 2014-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 18,450 -1,000 -5.14 1,120 -1.50 0.5197
2014-01-13 2013-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 19,450 299 1.56 1,137 14.85 0.5423
2013-11-12 2013-09-30 13F J.P. MORGAN CHASE & C COM 46625H100 19,151 -870 -4.35 990 -6.34 0.5033
2013-08-01 2013-06-30 13F J.P. MORGAN CHAS COM 46625H100 20,021 20,021 1,057 0.5829
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.