JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionKwmg, Llc
Latest Disclosed Ownership1,724 shares
Latest Disclosed Value $ 507,132
Kwmg, Llc reports 1.03% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - Kwmg, Llc filed a 13F-HR form disclosing ownership of 1,724 shares of JPMorgan Chase & Co. (CH:JPM) valued at $507,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 1,742 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.03% 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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,724 -18 -1.03 507 -9.63 0.0423
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,742 22 1.28 561 3.51 0.0484
2025-10-08 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,720 26 1.53 543 10.39 0.0475
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,694 -17 -0.99 491 17.18 0.0461
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,711 17 1.00 420 3.20 0.0427
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,694 -2 -0.12 406 13.73 0.0418
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,696 385 29.37 358 34.72 0.0360
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,311 -43 -3.18 265 -2.21 0.0286
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,354 -59 -4.18 271 12.92 0.0297
2024-01-11 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,413 -51 -3.48 240 13.21 0.0281
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,464 0 0.00 212 0.00 0.0267
2023-07-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,464 -363 -19.87 213 -10.92 0.0264
2023-04-06 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,827 231 14.47 238 11.21 0.0321
2023-01-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,596 1,596 214 0.0304
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,526 -100.00 0 -100.00
2022-04-25 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,526 29 1.94 208 -12.24 0.0285
2022-04-19 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,526 29 208 0.0282
2022-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,497 12 0.81 237 -2.47 0.0321
2021-10-07 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,485 0 0.00 243 8.48 0.0355
2021-07-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,485 75 5.32 224 4.19 0.0336
2021-04-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,410 1,410 215 0.0343
2020-04-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,489 -100.00 0 -100.00
2020-01-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,489 1,489 208 0.0456
2019-07-10 2019-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,512 -100.00 0 -100.00
2019-04-23 2019-03-31 13F JPMORGAN CHASE COM 46625H100 1,512 0 0.00 153 3.38 0.0379
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 1,512 0 0.00 148 -13.45 0.0405
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 1,512 0 0.00 171 8.23 0.0437
2018-08-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 1,512 1,512 158 0.0432
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.