JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWoodstock Corp
Latest Disclosed Ownership68,883 shares
Latest Disclosed Value $ 20,262,661
Woodstock Corp reports 0.01% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Woodstock Corp filed a 13F-HR form disclosing ownership of 68,883 shares of JPMorgan Chase & Co. (MX:JPM) valued at $20,262,661 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 68,892 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.01% 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)
2026-04-08 2026-03-31 13F JPMorgan Chase COMMON STOCK 46625H100 68,883 -9 -0.01 20,263 -8.72 1.8035
2026-01-14 2025-12-31 13F JPMorgan Chase COMMON STOCK 46625H100 68,892 582 0.85 22,198 3.02 1.9050
2025-10-07 2025-09-30 13F JPMorgan Chase COMMON STOCK 46625H100 68,310 -616 -0.89 21,547 7.83 1.8671
2025-07-09 2025-06-30 13F JPMorgan Chase COMMON STOCK 46625H100 68,926 -1,872 -2.64 19,982 15.06 1.8365
2025-04-09 2025-03-31 13F JPMorgan Chase COMMON STOCK 46625H100 70,798 591 0.84 17,367 3.19 1.7156
2025-01-15 2024-12-31 13F JPMorgan Chase COMMON STOCK 46625H100 70,207 -784 -1.10 16,829 12.43 1.6212
2024-10-11 2024-09-30 13F JPMorgan Chase COMMON STOCK 46625H100 70,991 -108 -0.15 14,969 4.10 1.4404
2024-07-08 2024-06-30 13F JPMorgan Chase COMMON STOCK 46625H100 71,099 -138 -0.19 14,381 0.78 1.4623
2024-04-09 2024-03-31 13F JPMorgan Chase COMMON STOCK 46625H100 71,237 -235 -0.33 14,269 17.36 1.4771
2024-01-08 2023-12-31 13F JPMorgan Chase COMMON STOCK 46625H100 71,472 505 0.71 12,157 18.13 1.4078
2023-10-10 2023-09-30 13F JPMorgan Chase COMMON STOCK 46625H100 70,967 78 0.11 10,292 -0.18 1.2906
2023-07-07 2023-06-30 13F JPMorgan Chase COMMON STOCK 46625H100 70,889 400 0.57 10,310 12.25 1.2166
2023-04-06 2023-03-31 13F JPMorgan Chase COMMON STOCK 46625H100 70,489 56 0.08 9,185 -2.75 1.1714
2023-01-10 2022-12-31 13F JPMorgan Chase COMMON STOCK 46625H100 70,433 3,213 4.78 9,445 34.45 1.2553
2022-10-11 2022-09-30 13F JPMorgan Chase COMMON STOCK 46625H100 67,220 1,401 2.13 7,025 -5.22 1.0451
2022-07-11 2022-06-30 13F JPMorgan Chase COMMON STOCK 46625H100 65,819 819 1.26 7,412 -16.35 1.0288
2022-04-07 2022-03-31 13F JPMorgan Chase COMMON STOCK 46625H100 65,000 5,723 9.65 8,861 -5.60 1.0376
2022-01-07 2021-12-31 13F JPMorgan Chase COMMON STOCK 46625H100 59,277 258 0.44 9,387 -2.84 0.9829
2021-10-05 2021-09-30 13F JPMorgan Chase COMMON STOCK 46625H100 59,019 38 0.06 9,661 5.31 1.1266
2021-07-06 2021-06-30 13F JPMorgan Chase COMMON STOCK 46625H100 58,981 235 0.40 9,174 2.58 1.0795
2021-04-05 2021-03-31 13F JPMorgan Chase COMMON STOCK 46625H100 58,746 229 0.39 8,943 20.27 1.1369
2021-01-06 2020-12-31 13F JPMorgan Chase COMMON STOCK 46625H100 58,517 4,477 8.28 7,436 42.95 0.9953
2020-10-02 2020-09-30 13F JPMorgan Chase COMMON STOCK 46625H100 54,040 6,089 12.70 5,202 15.34 0.8401
2020-07-07 2020-06-30 13F JPMorgan Chase COMMON STOCK 46625H100 47,951 496 1.05 4,510 5.57 0.7688
2020-04-03 2020-03-31 13F JPMorgan Chase COMMON STOCK 46625H100 47,455 -580 -1.21 4,272 -36.20 0.8705
2020-01-13 2019-12-31 13F JPMorgan Chase COMMON STOCK 46625H100 48,035 -1,290 -2.62 6,696 15.35 1.0906
2019-10-02 2019-09-30 13F JPMorgan Chase COMMON STOCK 46625H100 49,325 300 0.61 5,805 5.91 1.0114
2019-07-03 2019-06-30 13F JPMorgan Chase COMMON STOCK 46625H100 49,025 -50 -0.10 5,481 10.33 0.9569
2019-04-05 2019-03-31 13F JPMorgan Chase COMMON STOCK 46625H100 49,075 -584 -1.18 4,968 2.48 0.8901
2019-01-08 2018-12-31 13F JPMorgan Chase COMMON STOCK 46625H100 49,659 -520 -1.04 4,848 -14.38 0.9728
2018-10-03 2018-09-30 13F JPMorgan Chase COMMON STOCK 46625H100 50,179 -170 -0.34 5,662 7.93 0.9570
2018-07-23 2018-06-30 13F JPMorgan Chase COMMON STOCK 46625H100 50,349 160 0.32 5,246 -4.95 0.9657
2018-04-19 2018-03-31 13F JPMorgan Chase COMMON STOCK 46625H100 50,189 1,220 2.49 5,519 5.38 1.0436
2018-01-24 2017-12-31 13F JPMorgan Chase COMMON STOCK 46625H100 48,969 -645 -1.30 5,237 10.51 0.9658
2017-10-06 2017-09-30 13F JPMorgan Chase COMMON STOCK 46625H100 49,614 180 0.36 4,739 4.89 0.9034
2017-07-13 2017-06-30 13F JPMorgan Chase COMMON STOCK 46625H100 49,434 450 0.92 4,518 5.00 0.8855
2017-04-05 2017-03-31 13F JPMorgan Chase COMMON STOCK 46625H100 48,984 -2,700 -5.22 4,303 -3.52 0.8673
2017-01-05 2016-12-31 13F JPMorgan Chase COMMON STOCK 46625H100 51,684 3,312 6.85 4,460 38.47 0.9041
2016-10-06 2016-09-30 13F JPMorgan Chase COMMON STOCK 46625H100 48,372 565 1.18 3,221 8.41 0.6591
2016-08-03 2016-06-30 13F JPMorgan Chase COMMON STOCK 46625H100 47,807 900 1.92 2,971 6.95 0.6132
2016-05-10 2016-03-31 13F JPMorgan Chase COMMON STOCK 46625H100 46,907 125 0.27 2,778 -10.07 0.5844
2016-01-11 2015-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 46,782 6,675 16.64 3,089 26.34 0.6792
2015-10-16 2015-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 40,107 -19,395 -32.60 2,445 -39.36 0.5566
2015-07-07 2015-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 59,502 30 0.05 4,032 11.91 0.7598
2015-04-09 2015-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 59,472 2,025 3.52 3,603 0.22 0.6686
2015-02-13 2014-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 57,447 1,230 2.19 3,595 6.14 0.6678
2014-10-06 2014-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 56,217 -1,086 -1.90 3,387 2.57 0.6516
2014-07-07 2014-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 57,303 0 0.00 3,302 -5.09 0.5851
2014-04-07 2014-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 57,303 2,250 4.09 3,479 8.08 0.6471
2014-01-13 2013-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 55,053 1,525 2.85 3,219 16.34 0.5847
2013-10-07 2013-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 53,528 2,775 5.47 2,767 3.28 0.5481
2013-07-09 2013-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 50,753 50,753 2,679 0.5475
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.