JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWoodTrust Financial Corp
Latest Disclosed Ownership73,119 shares
Latest Disclosed Value $ 21,508
WoodTrust Financial Corp reports 6.91% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - WoodTrust Financial Corp filed a 13F-HR form disclosing ownership of 73,119 shares of JPMorgan Chase & Co. (MX:JPM) valued at $21,508 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 78,550 shares of JPMorgan Chase & Co.. This represents a change in shares of -6.91% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE & CO COM COMMON 46625H100 73,119 -5,431 -6.91 22 -16.00 2.0771
2026-01-30 2025-12-31 13F JPMORGAN CHASE & CO. COM COMMON 46625H100 78,550 -491 -0.62 25 4.17 2.9539
2025-10-28 2025-09-30 13F JPMORGAN CHASE & CO. COM COMMON 46625H100 79,041 -1,652 -2.05 25 4.35 2.9689
2025-07-23 2025-06-30 13F JPMORGAN CHASE & CO. COM COMMON 46625H100 80,693 1,129 1.42 23 21.05 2.9740
2025-04-23 2025-03-31 13F JPMORGAN CHASE & CO. COM COMMON 46625H100 79,564 -486 -0.61 20 0.00 2.7337
2025-02-06 2024-12-31 13F JPMORGAN CHASE & CO. COM COMMON 46625H100 80,050 -56 -0.07 19 18.75 2.6995
2024-10-31 2024-09-30 13F JPMORGAN CHASE & CO. COM COMMON 46625H100 80,106 1,067 1.35 17 6.67 2.4012
2024-08-13 2024-06-30 13F JPMORGAN CHASE & CO. COM COMMON STOCK 46625H100 79,039 54 0.07 16 0.00 2.4856
2024-04-17 2024-03-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 78,985 1,291 1.66 16 15.38 2.5061
2024-01-23 2023-12-31 13F JPMORGAN CHASE & CO COM COMMON 46625H100 77,694 1,763 2.32 13 18.18 2.2567
2023-10-16 2023-09-30 13F JPMORGAN CHASE & CO COM COMMON 46625H100 75,931 9 0.01 11 0.00 2.1058
2023-07-28 2023-06-30 13F JPMORGAN CHASE & CO COM COMMON 46625H100 75,922 2,100 2.84 11 -99.89 2.0456
2023-04-14 2023-03-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 73,822 1,215 1.67 9,620 106,777.78 1.8672
2023-01-23 2022-12-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 72,607 -1,333 -1.80 10 -99.88 2.0128
2022-10-28 2022-09-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 73,940 4,482 6.45 7,727 -1.20 1.7377
2022-07-22 2022-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 69,458 3,441 5.21 7,821 -13.10 1.7563
2022-04-25 2022-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 66,017 4,288 6.95 9,000 -7.92 1.8275
2022-02-14 2021-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 61,729 3,081 5.25 9,774 1.81 2.0241
2021-11-08 2021-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 58,648 4,048 7.41 9,600 13.05 2.2559
2021-08-03 2021-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 54,600 -23,993 -30.53 8,492 -29.02 2.2413
2021-04-22 2021-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 78,593 -2,383 -2.94 11,964 16.27 3.5220
2021-01-21 2020-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 80,976 -1,210 -1.47 10,290 30.06 3.2135
2020-10-13 2020-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 82,186 4,541 5.85 7,912 8.34 2.8620
2020-07-29 2020-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 77,645 14,102 22.19 7,303 27.65 2.9195
2020-04-07 2020-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 63,543 -729 -1.13 5,721 -36.15 2.6859
2020-01-21 2019-12-31 13F JP MORGAN CHASE Common Stock 46625H100 64,272 -518 -0.80 8,960 17.51 3.5321
2019-10-15 2019-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 64,790 1,942 3.09 7,625 8.53 3.2860
2019-07-15 2019-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 62,848 1,907 3.13 7,026 13.89 3.1618
2019-04-12 2019-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 60,941 6,970 12.91 6,169 17.08 2.9489
2019-02-04 2018-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 53,971 -442 -0.81 5,269 -14.19 2.9756
2018-10-16 2018-09-30 13F JP MORGAN CHASE Common Stock 46625H100 54,413 1,767 3.36 6,140 11.92 2.9690
2018-07-24 2018-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 52,646 13,062 33.00 5,486 26.03 2.8781
2018-04-18 2018-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 39,584 -1,014 -2.50 4,353 0.25 2.3338
2018-01-23 2017-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 40,598 40,598 4,342 2.3084
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.