JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWsfs Capital Management, Llc
Latest Disclosed Ownership132,448 shares
Latest Disclosed Value $ 38,961,009
Wsfs Capital Management, Llc reports 3.54% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Wsfs Capital Management, Llc filed a 13F-HR form disclosing ownership of 132,448 shares of JPMorgan Chase & Co. (MX:JPM) valued at $38,961,009 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 137,311 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.54% 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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 132,448 -4,863 -3.54 38,961 -11.94 1.8905
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 137,311 1,703 1.26 44,244 3.44 2.1280
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 135,608 1,606 1.20 42,775 10.11 2.1227
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 134,002 3,123 2.39 38,848 21.01 2.1265
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 130,879 -11,081 -7.81 32,105 -5.66 1.9260
2025-02-05 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 141,960 -5,231 -3.55 34,029 9.64 1.8343
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,094 -142,097 34,029 1.8344
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 147,191 -1,569 -1.05 31,037 3.12 1.6750
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 148,760 -409 -0.27 30,097 0.73 1.6591
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 149,169 925 0.62 29,879 18.49 1.6967
2024-02-02 2023-12-31 13F JPMORGAN CHASE COM 46625H100 148,244 -13,718 -8.47 25,216 7.36 1.5727
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 161,962 52,129 47.46 23,488 47.03 1.5368
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 109,833 -15,461 -12.34 15,974 -2.16 1.5010
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 125,294 -1,779 -1.40 16,327 -4.18 1.7022
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 127,073 122,730 2,825.93 17,040 3,653.30 1.8408
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,343 -48 -1.09 454 -8.10 0.1609
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,391 170 4.03 494 -14.09 0.1625
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,221 1,749 70.75 575 47.06 0.1605
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,472 30 1.23 391 -2.25 0.1484
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,442 1 0.04 400 5.26 0.1814
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,441 150 6.55 380 8.88 0.1720
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,291 276 13.70 349 36.33 0.1711
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,015 2,015 256 0.1265
2020-05-01 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,578 -100.00 0 -100.00
2020-01-31 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,578 1,578 220 0.1596
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 0 -2,414 -100.00 0 -100.00
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 2,414 47 1.99 212 3.92 0.2180
2017-03-29 2016-12-31 13F JPMORGAN CHASE COM 46625H100 2,367 2,367 204 0.2079
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.