JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionWell Done, LLC
Latest Disclosed Ownership11,099 shares
Latest Disclosed Value $ 3,264,859
Well Done, LLC reports 1.64% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Well Done, LLC filed a 13F-HR form disclosing ownership of 11,099 shares of JPMorgan Chase & Co. (CH:JPM) valued at $3,264,859 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 11,284 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.64% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 11,099 -185 -1.64 3,265 -10.23 0.4796
2026-01-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 11,284 -43 -0.38 3,636 1.79 0.5434
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 11,327 5 0.04 3,573 8.84 0.6083
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,322 52 0.46 3,282 21.51 0.6156
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 11,270 -83 -0.73 2,701 12.87 0.4897
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 11,353 0 0.00 2,394 0.00 0.4381
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,353 -1,127 -9.03 2,394 -5.19 0.4374
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 12,480 -618 -4.72 2,524 -3.77 0.5245
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 13,098 56 0.43 2,624 18.26 0.5160
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 13,042 1,848 16.51 2,218 36.66 0.4340
2023-10-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,194 0 0.00 1,623 -0.31 0.3597
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,194 1,345 13.66 1,628 26.89 0.3462
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,849 115 1.18 1,283 -1.69 0.2777
2023-01-18 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,734 1,089 12.60 1,305 44.52 0.2804
2022-10-14 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,645 -217 -2.45 903 -9.52 0.2208
2022-07-18 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,862 18 0.20 998 -17.25 0.2195
2022-04-20 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,844 -138 -1.54 1,206 -15.19 0.2411
2022-01-21 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,982 -330 -3.54 1,422 -6.69 0.2881
2021-11-01 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,312 682 7.90 1,524 13.56 0.3396
2021-07-19 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,630 -93 -1.07 1,342 1.05 0.2957
2021-04-29 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,723 366 4.38 1,328 25.05 0.3048
2021-02-02 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,357 5 0.06 1,062 32.09 0.2628
2020-10-19 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,352 98 1.19 804 3.61 0.2266
2020-07-20 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,254 -34 -0.41 776 4.02 0.2134
2020-04-16 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,288 -7 -0.08 746 -35.47 0.2259
2020-01-29 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,295 -6 -0.07 1,156 18.32 0.2677
2019-10-15 2019-09-30 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 8,301 -27 -0.32 977 4.94 0.2403
2019-10-15 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,301 -27 977
2019-07-19 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,328 34 0.41 931 10.83 0.2175
2019-05-09 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,294 -73 -0.87 840 2.82 0.2065
2019-02-13 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,367 756 9.93 817 -4.89 0.2293
2018-11-14 2018-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,611 0 0.00 859 8.32 0.2426
2018-08-03 2018-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,611 1,432 23.18 793 16.62 0.2377
2018-05-11 2018-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,179 -1,000 -13.93 680 -11.46 0.2111
2018-02-09 2017-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,179 297 4.32 768 16.89 0.2505
2017-10-26 2017-09-30 13F JPMORGAN CHASE COM 46625H100 6,882 105 1.55 657 6.14 0.2016
2017-07-20 2017-06-30 13F JPMORGAN CHASE COM 46625H100 6,777 0 0.00 619 4.03 0.2161
2017-04-28 2017-03-31 13F JPMORGAN CHASE COM 46625H100 6,777 271 4.17 595 6.06 0.2110
2017-01-25 2016-12-31 13F JPMORGAN CHASE COM 46625H100 6,506 -184 -2.75 561 157.34 0.2118
2016-11-02 2016-09-30 13F JPMORGAN CHASE COM 46625H100 6,690 0 0.00 218 -47.60 0.0785
2016-10-27 2016-06-30 13F JPMORGAN CHASE COM 46625H100 6,690 -138 -2.02 416 2.72 0.1512
2016-10-27 2016-03-31 13F JPMORGAN CHASE COM 46625H100 6,828 -44 -0.64 405 -10.79 0.1468
2016-10-27 2015-12-31 13F JPMORGAN CHASE COM 46625H100 6,872 6,872 454 0.1604
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.