JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionKeudell/Morrison Wealth Management
Latest Disclosed Ownership9,474 shares
Latest Disclosed Value $ 2,786,877
Keudell/Morrison Wealth Management reports 6.64% increase in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Keudell/Morrison Wealth Management filed a 13F-HR form disclosing ownership of 9,474 shares of JPMorgan Chase & Co. (CL:JPM) valued at $2,786,877 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 8,884 shares of JPMorgan Chase & Co.. This represents a change in shares of 6.64% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,474 590 6.64 2,787 -2.66 0.5699
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,884 -600 -6.33 2,863 4.11 0.6015
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,484 -941 -9.03 2,749 7.51 0.6101
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,425 -164 -1.55 2,557 0.75 0.6031
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,589 -56 -0.53 2,538 13.10 0.6616
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,645 -60 -0.56 2,245 3.65 0.6093
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,705 -365 -3.30 2,165 -2.35 0.6335
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,070 -129 -1.15 2,217 16.44 0.6712
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,199 -726 -6.09 1,905 10.12 0.6285
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,925 89 0.75 1,729 0.46 0.5271
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,836 -51 -0.43 1,721 11.10 0.4961
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 11,887 -2,116 -15.11 1,549 -17.47 0.4563
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 14,003 570 4.24 1,878 33.69 0.6025
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 13,433 941 7.53 1,404 -0.21 0.5253
2022-07-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 12,492 319 2.62 1,407 -15.19 0.5112
2022-04-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 12,173 603 5.21 1,659 -9.44 0.6937
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,570 -683 -5.57 1,832 -8.67 0.7233
2021-12-08 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 12,253 270 2.25 2,006 7.62 0.8600
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 12,253 270 2,006 0.8618
2021-07-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 11,983 116 0.98 1,864 3.21 1.0205
2021-04-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 11,867 -1,299 -9.87 1,806 7.95 1.0480
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 13,166 739 5.95 1,673 39.88 1.0621
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 12,427 947 8.25 1,196 10.74 0.7687
2020-07-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 11,480 1,146 11.09 1,080 16.13 0.8932
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 10,334 238 2.36 930 -33.90 0.9097
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 10,096 -54 -0.53 1,407 17.74 0.9729
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 10,150 -240 -2.31 1,195 6.51 0.9860
2019-08-23 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 10,390 -15 -0.14 1,122 6.55 0.9826
2019-08-21 2019-03-31 13F JPMORGAN CHASE COM 46625H100 10,405 10,405 1,053 0.9264
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.