JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWisconsin Capital Management Llc
Latest Disclosed Ownership18,265 shares
Latest Disclosed Value $ 5,372,832
Wisconsin Capital Management Llc reports 2.31% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Wisconsin Capital Management Llc filed a 13F-HR form disclosing ownership of 18,265 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,372,832 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 18,697 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.31% 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.

Upgrade to unlock premium data and export to Excel .

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 18,265 -432 -2.31 5,373 -10.82 2.9490
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 18,697 36 0.19 6,025 2.34 3.0453
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,661 -200 -1.06 5,886 7.66 3.0044
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 18,861 18,861 5,468 3.0201
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 0 -26,469 -100.00 0 -100.00
2023-02-15 2022-12-31 13F JPMORGAN CHASE COM 46625H100 26,469 -1,726 -6.12 3,549 20.47 2.6948
2022-11-15 2022-09-30 13F JPMORGAN CHASE COM 46625H100 28,195 -954 -3.27 2,946 -10.24 2.3049
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 29,149 754 2.66 3,282 -15.22 2.2045
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 28,395 -15,990 -36.03 3,871 -44.92 1.8680
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 44,385 25 0.06 7,028 -3.21 2.8903
2021-11-01 2021-09-30 13F JPMORGAN CHASE COM 46625H100 44,360 -2,900 -6.14 7,261 -1.22 2.9783
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 47,260 21,975 86.91 7,351 90.98 2.8787
2021-05-03 2021-03-31 13F JPMORGAN CHASE COM 46625H100 25,285 -11,410 -31.09 3,849 -17.46 1.5886
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 36,695 36,695 4,663 1.7987
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 0 -45,135 -100.00 0 -100.00
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 45,135 14,635 47.98 4,064 -4.42 2.6658
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 30,500 6,545 27.32 4,252 50.83 2.0809
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 23,955 2,250 10.37 2,819 16.15 1.4983
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 21,705 5,955 37.81 2,427 52.26 1.3016
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 15,750 1,500 10.53 1,594 14.59 1.4195
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 14,250 -66,201 -82.29 1,391 -72.37 1.4724
2015-02-11 2014-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 80,451 -325 -0.40 5,035 3.47 1.7907
2014-11-12 2014-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 80,776 -1,000 -1.22 4,866 3.27 1.8007
2014-08-13 2014-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 81,776 -1,400 -1.68 4,712 -6.69 1.7277
2014-05-14 2014-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 83,176 -4,050 -4.64 5,050 -1.00 1.9401
2014-02-11 2013-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 87,226 -7,657 -8.07 5,101 4.00 2.0077
2013-11-12 2013-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 94,883 -13,519 -12.47 4,905 -14.29 2.0894
2013-08-14 2013-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 108,402 108,402 5,723 2.4267
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.