JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWeik Capital Management
Latest Disclosed Ownership14,025 shares
Latest Disclosed Value $ 4,125,594
Weik Capital Management reports 2.07% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Weik Capital Management filed a 13F-HR form disclosing ownership of 14,025 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,125,594 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 14,322 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.07% 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 COM 46625H100 14,025 -297 -2.07 4,126 -10.60 1.6419
2026-02-11 2025-12-31 13F JPMorgan Chase COM 46625H100 14,322 -50 -0.35 4,615 1.79 1.7290
2026-02-11 2025-12-31 13F JPMorgan Chase COM 46625H100 14,322 4,615
2025-11-12 2025-09-30 13F JPMorgan Chase COM 46625H100 14,372 -100 -0.69 4,533 8.06 1.6916
2025-08-12 2025-06-30 13F JPMorgan Chase COM 46625H100 14,472 2 0.01 4,196 18.20 1.6602
2025-05-13 2025-03-31 13F JPMorgan Chase COM 46625H100 14,470 -160 -1.09 3,549 1.23 1.4445
2025-02-12 2024-12-31 13F JPMorgan Chase COM 46625H100 14,630 -252 -1.69 3,507 11.73 1.4265
2024-11-13 2024-09-30 13F JPMorgan Chase COM 46625H100 14,882 -110 -0.73 3,138 3.50 1.2666
2024-08-09 2024-06-30 13F JPMorgan Chase COM 46625H100 14,992 -50 -0.33 3,032 0.66 1.2969
2024-05-14 2024-03-31 13F JPMorgan Chase COM 46625H100 15,042 -538 -3.45 3,013 13.66 1.2799
2024-02-13 2023-12-31 13F JPMorgan Chase COM 46625H100 15,580 -370 -2.32 2,650 14.57 1.2254
2023-11-13 2023-09-30 13F JPMorgan Chase COM 46625H100 15,950 -5 -0.03 2,313 -0.30 1.1378
2023-08-14 2023-06-30 13F JPMorgan Chase COM 46625H100 15,955 -425 -2.59 2,320 115,900.00 1.0961
2023-05-15 2023-03-31 13F JPMorgan Chase COM 46625H100 16,380 -85 -0.52 2 0.00 0.9763
2023-02-10 2022-12-31 13F JPMorgan Chase COM 46625H100 16,465 0 0.00 2 -99.88 1.0316
2022-11-14 2022-09-30 13F JPMorgan Chase COM 46625H100 16,465 -390 -2.31 1,721 -9.33 0.8586
2022-08-12 2022-06-30 13F JPMorgan Chase COM 46625H100 16,855 1,255 8.04 1,898 -10.77 0.8648
2022-05-13 2022-03-31 13F JPMorgan Chase COM 46625H100 15,600 655 4.38 2,127 -10.14 0.8388
2022-02-14 2021-12-31 13F JPMorgan Chase COM 46625H100 14,945 -15 -0.10 2,367 -3.35 0.8969
2021-11-12 2021-09-30 13F JPMorgan Chase COM 46625H100 14,960 -1,650 -9.93 2,449 -5.22 1.0115
2021-08-11 2021-06-30 13F JPMorgan Chase COM 46625H100 16,610 340 2.09 2,584 4.32 1.0063
2021-05-12 2021-03-31 13F JPMorgan Chase COM 46625H100 16,270 -50 -0.31 2,477 19.43 1.0497
2021-02-12 2020-12-31 13F JPMorgan Chase COM 46625H100 16,320 -840 -4.90 2,074 25.54 0.9292
2020-11-12 2020-09-30 13F JPMorgan Chase COM 46625H100 17,160 55 0.32 1,652 2.67 0.8066
2020-08-13 2020-06-30 13F JPMorgan Chase COM 46625H100 17,105 -1,550 -8.31 1,609 -4.23 0.8684
2020-05-13 2020-03-31 13F JPMorgan Chase COM 46625H100 18,655 510 2.81 1,680 -33.57 0.9579
2020-02-14 2019-12-31 13F JPMorgan Chase COM 46625H100 18,145 -175 -0.96 2,529 17.30 1.1420
2019-11-12 2019-09-30 13F JPMorgan Chase COM 46625H100 18,320 -115 -0.62 2,156 4.61 1.0339
2019-08-09 2019-06-30 13F JPMorgan Chase COM 46625H100 18,435 -125 -0.67 2,061 9.69 0.9882
2019-05-09 2019-03-31 13F JPMorgan Chase COM 46625H100 18,560 551 3.06 1,879 6.88 0.9167
2019-02-12 2018-12-31 13F JPMorgan Chase COM 46625H100 18,009 2,710 17.71 1,758 1.85 0.9575
2018-11-13 2018-09-30 13F JPMorgan Chase COM 46625H100 15,299 200 1.32 1,726 9.73 0.8279
2018-08-03 2018-06-30 13F JPMorgan Chase COM 46625H100 15,099 6,385 73.27 1,573 64.20 0.7735
2018-05-11 2018-03-31 13F JPMorgan Chase COM 46625H100 8,714 -25 -0.29 958 2.46 0.4611
2018-02-12 2017-12-31 13F JPMorgan Chase COM 46625H100 8,739 0 0.00 935 11.98 0.4367
2017-11-13 2017-09-30 13F JPMorgan Chase COM 46625H100 8,739 1,400 19.08 835 24.44 0.3975
2017-08-14 2017-06-30 13F JPMorgan Chase COM 46625H100 7,339 635 9.47 671 13.92 0.3534
2017-05-09 2017-03-31 13F JPMorgan Chase COM 46625H100 6,704 -200 -2.90 589 -1.17 0.3131
2017-02-09 2016-12-31 13F JPMorgan Chase COM 46625H100 6,904 0 0.00 596 29.57 0.3337
2016-11-10 2016-09-30 13F JPMorgan Chase COM 46625H100 6,904 -140 -1.99 460 5.02 0.2645
2016-08-11 2016-06-30 13F JPMorgan Chase COM 46625H100 7,044 0 0.00 438 5.04 0.2618
2016-05-13 2016-03-31 13F JPMorgan Chase COM 46625H100 7,044 300 4.45 417 -6.29 0.2510
2016-02-12 2015-12-31 13F JPMorgan Chase COM 46625H100 6,744 0 0.00 445 8.27 0.2680
2015-11-12 2015-09-30 13F JPMorgan Chase COM 46625H100 6,744 -1,275 -15.90 411 -24.31 0.2506
2015-08-13 2015-06-30 13F JPMorgan Chase COM 46625H100 8,019 0 0.00 543 11.73 0.3137
2015-05-14 2015-03-31 13F JPMorgan Chase COM 46625H100 8,019 0 0.00 486 -3.19 0.2815
2015-02-10 2014-12-31 13F JPMorgan Chase COM 46625H100 8,019 100 1.26 502 5.24 0.2915
2014-11-12 2014-09-30 13F JPMorgan Chase COM 46625H100 7,919 400 5.32 477 10.16 0.2933
2014-08-12 2014-06-30 13F JPMorgan Chase COM 46625H100 7,519 3,525 88.26 433 78.93 0.2653
2014-05-15 2014-03-31 13F JPMorgan Chase COM 46625H100 3,994 -1,906 -32.31 242 -29.86 0.1525
2014-02-12 2013-12-31 13F JPMorgan Chase COM 46625H100 5,900 50 0.85 345 14.24 0.2125
2013-11-12 2013-09-30 13F JPMorgan Chase COM 46625H100 5,850 0 0.00 302 -2.27 0.2026
2013-08-14 2013-06-30 13F JPMorgan Chase COM 46625H100 5,850 5,850 309 0.2171
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.