JPMorgan Chase & Co.
AT ˙ WBAG ˙ US46625H1005
€ 267,00 ↑10,85 (4,24%)
2026-06-04
AKTIENPREIS
SecurityAT:JPM / JPMorgan Chase & Co.
InstitutionWealthquest Corp
Latest Disclosed Ownership9,064 shares
Latest Disclosed Value $ 2,666,284
Wealthquest Corp reports 3.52% decrease in ownership of JPM / JPMorgan Chase & Co.

On June 3, 2026 - Wealthquest Corp filed a 13F-HR/A form disclosing ownership of 9,064 shares of JPMorgan Chase & Co. (AT:JPM) valued at $2,274,158 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 9,395 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.52% during the quarter. The current value of the position is $2,420,088 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)
2026-06-03 2026-03-31 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 9,064 -331 -3.52 2,666 -11.93 0.1889
2026-05-07 2026-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 9,395 0 3,027 0.2286
2026-02-09 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 9,395 9,395 3,027 0.2286
2025-11-05 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 0 -8,925 -100.00 0 -100.00
2025-08-13 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,925 132 1.50 2,587 19.99 0.2041
2025-05-08 2025-03-31 13F/A-1 JPMORGAN CHASE & CO. COM Stock 46625H100 8,793 -130 -1.46 2,157 0.84 0.1800
2025-01-16 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,923 71 0.80 2,139 16.70 0.1740
2024-11-21 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,852 -18 -0.20 1,833 2.18 0.1615
2024-08-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,870 -166 -1.84 1,794 -0.94 0.1912
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 9,036 -404 -4.28 1,810 12.77 0.1940
2024-02-16 2023-12-31 13F JPMORGAN CHASE COM 46625H100 9,440 208 2.25 1,606 19.96 0.1780
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 9,232 10 0.11 1,339 -0.22 0.1643
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,222 21 0.23 1,341 11.84 0.1603
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,201 -242 -2.56 1,199 -5.29 0.1556
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,443 -250 -2.58 1,266 25.10 0.1629
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,693 711 7.92 1,012 -7.24 0.1415
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 8,982 -969 -9.74 1,091 -30.73 0.1646
2022-08-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 9,951 0 0.00 1,575 0.00 0.2416
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 9,951 -436 -4.20 1,575 -7.35 0.2416
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,387 239 2.36 1,700 7.73 0.2868
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,148 -996 -8.94 1,578 -6.96 0.2699
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 11,144 1,345 13.73 1,696 36.22 0.3169
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 9,799 375 3.98 1,245 37.27 0.2663
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 9,424 0 0.00 907 2.37 0.2246
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 9,424 -1,076 -10.25 886 -39.44 0.2253
2020-02-18 2019-12-31 13F JPMORGAN CHASE COM 46625H100 10,500 1,566 17.53 1,463 39.20 0.4190
2019-10-17 2019-09-30 13F JPMORGAN CHASE COM 46625H100 8,934 -908 -9.23 1,051 -4.45 0.3513
2019-07-22 2019-06-30 13F JPMORGAN CHASE COM 46625H100 9,842 211 2.19 1,100 12.94 0.4156
2019-04-18 2019-03-31 13F JPMORGAN CHASE COM 46625H100 9,631 62 0.65 974 4.28 0.3680
2019-01-23 2018-12-31 13F JPMORGAN CHASE COM 46625H100 9,569 637 7.13 934 71.38 0.3827
2015-10-23 2015-09-30 13F JPMORGAN CHASE COM 46625H100 8,932 -100 -1.11 545 -10.95 0.9871
2015-08-04 2015-06-30 13F JPMORGAN CHASE COM 46625H100 9,032 -966 -9.66 612 0.99 0.8963
2015-04-24 2015-03-31 13F JPMORGAN CHASE COM 46625H100 9,998 0 0.00 606 -3.19 0.8728
2015-02-12 2014-12-31 13F JPMORGAN CHASE COM 46625H100 9,998 9,998 626 0.6396
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.