JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWelch Group, LLC
Latest Disclosed Ownership277,004 shares
Latest Disclosed Value $ 81,483,573
Welch Group, LLC reports 1.44% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 277,004 shares of JPMorgan Chase & Co. (MX:JPM) valued at $81,483,573 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 281,039 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.44% 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 COMMON 46625H100 277,004 -4,035 -1.44 81,484 -10.02 3.0611
2026-01-26 2025-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 281,039 -4,133 -1.45 90,556 0.67 3.4909
2025-10-14 2025-09-30 13F JPMORGAN CHASE COMMON 46625H100 285,172 -361 -0.13 89,952 8.66 3.5117
2025-07-25 2025-06-30 13F JPMORGAN CHASE COMMON 46625H100 285,533 1,386 0.49 82,779 19.96 3.4591
2025-04-08 2025-03-31 13F JPMORGAN CHASE COMMON 46625H100 284,147 -16,924 -5.62 69,005 -4.23 3.0351
2025-01-27 2024-12-31 13F JPMORGAN CHASE COMMON 46625H100 301,071 -4,866 -1.59 72,052 11.69 3.2448
2024-10-24 2024-09-30 13F JPMORGAN CHASE COMMON 46625H100 305,937 -3,126 -1.01 64,510 3.20 2.8043
2024-07-17 2024-06-30 13F JPMORGAN CHASE COMMON 46625H100 309,063 -5,974 -1.90 62,511 -0.94 3.0036
2024-04-09 2024-03-31 13F JPMORGAN CHASE COMMON 46625H100 315,037 -13,429 -4.09 63,102 12.94 3.1294
2024-01-23 2023-12-31 13F JPMORGAN CHASE Common 46625H100 328,466 701 0.21 55,872 17.55 3.0090
2023-10-18 2023-09-30 13F JPMORGAN CHASE Common 46625H100 327,765 -2,421 -0.73 47,532 -1.02 2.8161
2023-07-18 2023-06-30 13F JPMORGAN CHASE Common 46625H100 330,186 5,894 1.82 48,022 13.64 2.7529
2023-04-13 2023-03-31 13F JPMORGAN CHASE Common 46625H100 324,292 14,707 4.75 42,258 1.79 2.4566
2023-01-30 2022-12-31 13F JPMORGAN CHASE Common 46625H100 309,585 8,467 2.81 41,515 31.93 2.3749
2022-10-13 2022-09-30 13F JPMORGAN CHASE COMMON 46625H100 301,118 24,028 8.67 31,467 0.85 2.0484
2022-07-21 2022-06-30 13F JPMORGAN CHASE COMMON 46625H100 277,090 44,406 19.08 31,203 -1.63 1.9042
2022-04-29 2022-03-31 13F JPMORGAN CHASE COMMON 46625H100 232,684 188,102 421.92 31,720 349.29 1.8108
2022-01-26 2021-12-31 13F JPMORGAN CHASE COMMON 46625H100 44,582 1,671 3.89 7,060 0.51 0.4130
2021-11-05 2021-09-30 13F JPMORGAN CHASE COMMON 46625H100 42,911 3,540 8.99 7,024 14.70 0.4756
2021-07-21 2021-06-30 13F JPMORGAN CHASE COMMON 46625H100 39,371 1,710 4.54 6,124 6.82 0.4175
2021-04-23 2021-03-31 13F JPMORGAN CHASE COMMON 46625H100 37,661 5,316 16.44 5,733 39.49 0.4127
2021-01-25 2020-12-31 13F JPMORGAN CHASE Common 46625H100 32,345 2,904 9.86 4,110 45.02 0.3296
2020-10-28 2020-09-30 13F JPMORGAN CHASE Common 46625H100 29,441 2,522 9.37 2,834 11.93 0.2476
2020-07-22 2020-06-30 13F JPMORGAN CHASE Common 46625H100 26,919 2,436 9.95 2,532 14.88 0.2365
2020-04-28 2020-03-31 13F JPMORGAN CHASE Common 46625H100 24,483 3,179 14.92 2,204 -25.79 0.2351
2020-01-24 2019-12-31 13F JP Morgan Chase Common 46625H100 21,304 1,742 8.91 2,970 29.02 0.2922
2019-11-05 2019-09-30 13F JP Morgan Chase Common 46625H100 19,562 150 0.77 2,302 6.08 0.2364
2019-07-11 2019-06-30 13F JP Morgan Chase Common 46625H100 19,412 700 3.74 2,170 14.57 0.2316
2019-04-15 2019-03-31 13F JP Morgan Chase Common 46625H100 18,712 1,915 11.40 1,894 15.49 0.2085
2019-01-10 2018-12-31 13F JP Morgan Chase Common 46625H100 16,797 310 1.88 1,640 -11.83 0.2009
2018-11-01 2018-09-30 13F JP Morgan Chase Common 46625H100 16,487 851 5.44 1,860 14.18 0.1937
2018-07-30 2018-06-30 13F JP Morgan Chase Common 46625H100 15,636 62 0.40 1,629 -4.90 0.2029
2018-04-23 2018-03-31 13F JP Morgan Chase Common 46625H100 15,574 1,656 11.90 1,713 15.12 0.2169
2018-02-01 2017-12-31 13F JP Morgan Chase Common 46625H100 13,918 711 5.38 1,488 18.00 0.2308
2017-11-07 2017-09-30 13F JP Morgan Chase Common 46625H100 13,207 -494 -3.61 1,261 0.72 0.2108
2017-08-07 2017-06-30 13F JP Morgan Chase Common 46625H100 13,701 6,830 99.40 1,252 107.28 0.2088
2017-05-01 2017-03-31 13F JP Morgan Chase Common 46625H100 6,871 2,000 41.06 604 43.81 0.1137
2017-02-09 2016-12-31 13F JP Morgan Chase Common 46625H100 4,871 -2,227 -31.38 420 -11.21 0.0821
2016-10-28 2016-09-30 13F JP Morgan Chase Common 46625H100 7,098 2,169 44.00 473 54.58 0.0940
2016-07-27 2016-06-30 13F JP Morgan Chase Common 46625H100 4,929 -342 -6.49 306 -1.92 0.0623
2016-05-05 2016-03-31 13F JP Morgan Chase Common 46625H100 5,271 -198 -3.62 312 -13.57 0.0521
2016-01-21 2015-12-31 13F JP Morgan Chase Common 46625H100 5,469 500 10.06 361 19.14 0.0648
2015-10-23 2015-09-30 13F JP Morgan Chase COM 46625H100 4,969 952 23.70 303 11.40 0.0586
2015-07-31 2015-06-30 13F JP Morgan Chase Common 46625H100 4,017 -66 -1.62 272 10.12 0.0515
2015-04-29 2015-03-31 13F JP Morgan Chase Common 46625H100 4,083 0 0.00 247 -3.14 0.0453
2015-01-20 2014-12-31 13F JP Morgan Chase Common 46625H100 4,083 -79 -1.90 255 1.59 0.0492
2014-10-29 2014-09-30 13F JP Morgan Chase Common 46625H100 4,162 80 1.96 251 6.81 0.0519
2014-07-22 2014-06-30 13F JP Morgan Chase Common 46625H100 4,082 1 0.02 235 -5.24 0.0487
2014-04-23 2014-03-31 13F JP Morgan Chase COM 46625H100 4,081 -275 -6.31 248 -2.75 0.0562
2014-02-07 2013-12-31 13F JP Morgan Chase Common 46625H100 4,356 646 17.41 255 32.81 0.0578
2013-10-04 2013-09-30 13F JP Morgan Chase Common 46625H100 3,710 -600 -13.92 192 -15.79 0.0472
2013-07-29 2013-06-30 13F JP Morgan Chase Common 46625H100 4,310 4,310 228 0.0592
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.