JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionWaldron Private Wealth LLC
Latest Disclosed Ownership21,420 shares
Latest Disclosed Value $ 6,301,106
Waldron Private Wealth LLC reports 3.67% increase in ownership of JPM / JPMorgan Chase & Co.

On April 10, 2026 - Waldron Private Wealth LLC filed a 13F-HR form disclosing ownership of 21,420 shares of JPMorgan Chase & Co. (US:JPM) valued at $6,300,907 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 20,661 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.67% during the quarter. The current value of the position is $6,444,207 USD.

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)
2026-04-10 2026-03-31 13F JPMORGAN CHASE COM 46625H100 21,420 759 3.67 6,301 -5.35 0.2457
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 20,661 -2,468 -10.67 6,658 -8.75 0.2631
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 23,129 333 1.46 7,296 10.38 0.2957
2025-07-31 2025-06-30 13F JPMORGAN CHASE COM 46625H100 22,796 -692 -2.95 6,609 14.72 0.2883
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 23,488 -24,344 -50.89 5,762 -49.76 0.2720
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 47,832 1,723 3.74 11,466 17.94 0.4615
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 46,109 1,330 2.97 9,723 7.34 0.4038
2024-07-31 2024-06-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 44,779 319 0.72 9,057 1.71 0.4052
2024-05-09 2024-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 44,460 2,231 5.28 8,905 23.97 0.4019
2024-08-29 2023-12-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 42,229 207 0.49 7,183 17.87 0.3416
2024-01-30 2023-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 42,229 207 7 0.3416
2024-08-29 2023-09-30 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 42,022 1,302 3.20 6,094 2.90 0.3164
2023-10-26 2023-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 42,022 1,302 6 0.3164
2024-08-29 2023-06-30 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 40,720 -1,760 -4.14 5,922 6.99 0.2955
2023-08-07 2023-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 40,720 -1,760 6 0.2955
2024-08-29 2023-03-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 42,480 152 0.36 5,536 138,275.00 0.2694
2023-05-02 2023-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 42,480 152 6 0.2694
2023-02-08 2022-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 42,328 0 0.00 4 -99.91 0.2750
2022-11-14 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 42,328 1,922 4.76 4,423 -2.79 0.2748
2022-08-03 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 40,406 1,314 3.36 4,550 -14.62 0.2552
2022-05-04 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 39,092 671 1.75 5,329 -12.40 0.2733
2022-02-02 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 38,421 596 1.58 6,083 -1.74 0.3000
2021-11-02 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 37,825 -14,891 -28.25 6,191 -24.49 0.3603
2021-08-06 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 52,716 20,849 65.43 8,199 69.02 0.5240
2021-05-11 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 31,867 61 0.19 4,851 20.04 0.3370
2021-02-12 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 31,806 -1,217 -3.69 4,041 27.12 0.3006
2020-11-13 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 33,023 1,833 5.88 3,179 8.39 0.2718
2020-08-11 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 31,190 901 2.97 2,933 7.59 0.2592
2020-05-05 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 30,289 -1,442 -4.54 2,726 -38.37 0.2905
2020-02-07 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 31,731 1,253 4.11 4,423 23.34 0.3942
2019-11-06 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 30,478 12,073 65.60 3,586 74.33 0.3653
2019-07-31 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 18,405 -1,254 -6.38 2,057 3.37 0.2188
2019-05-01 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 19,659 1,471 8.09 1,990 12.11 0.2242
2019-02-13 2018-12-31 13F JPMorgan Chase COM 46625H100 18,188 2,982 19.61 1,775 3.50 0.2558
2018-11-20 2018-09-30 13F JPMorgan Chase COM 46625H100 15,206 1,883 14.13 1,715 23.56 0.3341
2018-08-09 2018-06-30 13F JPMorgan Chase COM 46625H100 13,323 -1,099 -7.62 1,388 -12.43 0.3009
2018-05-09 2018-03-31 13F JPMorgan Chase COM 46625H100 14,422 -297 -2.02 1,585 0.70 0.3569
2018-01-26 2017-12-31 13F JPMorgan Chase COM 46625H100 14,719 -1,021 -6.49 1,574 4.72 0.3704
2017-11-08 2017-09-30 13F JPMorgan Chase COM 46625H100 15,740 1,490 10.46 1,503 15.44 0.4202
2017-08-14 2017-06-30 13F JPMorgan Chase COM 46625H100 14,250 -7,358 -34.05 1,302 -31.37 0.4134
2017-05-18 2017-03-31 13F/A-2 JPMorgan Chase COM 46625H100 21,608 4,561 26.76 1,897 29.05 0.3051
2017-04-27 2017-03-31 13F/A-1 JPMorgan Chase COM 46625H100 21,608 0 1,897 0.2834
2017-04-24 2017-03-31 13F JPMorgan Chase COM 46625H100 21,608 1,897
2017-01-27 2016-12-31 13F JPMorgan Chase COM 46625H100 17,047 583 3.54 1,470 34.12 0.5049
2016-11-14 2016-09-30 13F JPMorgan Chase COM 46625H100 16,464 -6,188 -27.32 1,096 -22.10 0.3971
2016-08-11 2016-06-30 13F/A-1 JPMorgan Chase COM 46625H100 22,652 3,962 21.20 1,407 27.22 0.5169
2016-08-09 2016-06-30 13F JPMorgan Chase COM 46625H100 17,638 1,075
2016-08-11 2016-03-31 13F/A-2 JPMorgan Chase COM 46625H100 18,690 -699 -3.61 1,106 -13.59 0.4173
2016-08-09 2016-03-31 13F/A-1 JPMorgan Chase COM 46625H100 19,389 699 1,280 0.4771
2016-05-09 2016-03-31 13F JPMorgan Chase COM 46625H100 17,638 1,075
2016-02-05 2015-12-31 13F JPMorgan Chase COM 46625H100 19,389 1,751 9.93 1,280 19.07 0.4771
2015-11-13 2015-09-30 13F JPMorgan Chase COM 46625H100 17,638 6,448 57.62 1,075 43.91 0.4639
2015-08-12 2015-06-30 13F JPMorgan Chase COM 46625H100 11,190 336 3.10 747 13.53 0.2949
2015-05-04 2015-03-31 13F JPMorgan Chase COM 46625H100 10,854 -610 -5.32 658 -8.23 0.2676
2015-02-13 2014-12-31 13F JPMorgan Chase COM 46625H100 11,464 -7 -0.06 717 3.76 0.2981
2014-11-13 2014-09-30 13F JPMorgan Chase COM 46625H100 11,471 -310 -2.63 691 1.77 0.3283
2014-08-13 2014-06-30 13F JPMorgan Chase COM 46625H100 11,781 2,129 22.06 679 -99.88 0.3136
2014-05-13 2014-03-31 13F JPMorgan Chase COM 46625H100 9,652 -39 -0.40 585,973 103,246.21 0.2851
2014-02-04 2013-12-31 13F JPMorgan Chase COM 46625H100 9,691 9,691 567 0.2586
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.