JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBuckley Wealth Management, LLC
Latest Disclosed Ownership60,095 shares
Latest Disclosed Value $ 17,677,847
Buckley Wealth Management, LLC reports 3.86% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Buckley Wealth Management, LLC filed a 13F-HR form disclosing ownership of 60,095 shares of JPMorgan Chase & Co. (MX:JPM) valued at $17,677,847 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 57,864 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.86% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 60,095 2,231 3.86 17,678 -5.19 4.5114
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 57,864 -583 -1.00 18,645 1.13 4.9435
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 58,447 -503 -0.85 18,436 7.87 5.0477
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 58,950 -2,071 -3.39 17,090 14.18 5.1145
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 61,021 -2,166 -3.43 14,968 -1.18 4.6564
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 63,187 -647 -1.01 15,147 12.53 4.6370
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 63,834 -668 -1.04 13,460 3.17 4.1462
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 64,502 -349 -0.54 13,046 0.44 4.1348
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 64,851 -1,801 -2.70 12,990 14.57 4.1652
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 66,652 -770 -1.14 11,338 15.96 3.9359
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 67,422 -2,095 -3.01 9,778 -3.29 3.6581
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 69,517 -251 -0.36 10,111 11.21 3.4386
2023-04-14 2023-03-31 13F JPMORGAN CHASE COM 46625H100 69,768 -2,801 -3.86 9,091 -6.58 3.3479
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 72,569 -2,976 -3.94 9,731 23.27 3.5417
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 75,545 -529 -0.70 7,894 -7.86 2.9096
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 76,074 18,394 31.89 8,567 8.95 2.7567
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 57,680 1,663 2.97 7,863 -11.35 2.1284
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 56,017 -628 -1.11 8,870 -4.34 2.5896
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 56,645 -49 -0.09 9,272 5.15 2.9984
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 56,694 -83 -0.15 8,818 2.02 3.0251
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 56,777 -1,881 -3.21 8,643 15.95 3.2038
2021-01-20 2020-12-31 13F JPMORGAN CHASE COM 46625H100 58,658 -526 -0.89 7,454 30.82 3.0565
2020-10-19 2020-09-30 13F JPMORGAN CHASE COM 46625H100 59,184 -1,295 -2.14 5,698 0.16 2.5577
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 60,479 -496 -0.81 5,689 3.62 2.5802
2020-04-10 2020-03-31 13F JPMORGAN CHASE COM 46625H100 60,975 985 1.64 5,490 -34.35 2.9788
2020-01-16 2019-12-31 13F JPMORGAN CHASE COM 46625H100 59,990 -1,843 -2.98 8,363 14.92 3.7952
2019-10-11 2019-09-30 13F JPMORGAN CHASE COM 46625H100 61,833 -1,862 -2.92 7,277 2.19 3.5620
2019-07-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 63,695 -530 -0.83 7,121 9.54 3.3327
2019-04-11 2019-03-31 13F JPMORGAN CHASE COM 46625H100 64,225 762 1.20 6,501 4.94 3.0792
2019-02-01 2018-12-31 13F JPMORGAN CHASE COM 46625H100 63,463 7,928 14.28 6,195 -1.15 3.1939
2018-10-25 2018-09-30 13F JPMORGAN CHASE COM 46625H100 55,535 -236 -0.42 6,267 7.85 2.7370
2018-07-31 2018-06-30 13F JPMORGAN CHASE COM 46625H100 55,771 570 1.03 5,811 -4.27 2.7475
2018-05-08 2018-03-31 13F JPMORGAN CHASE COM 46625H100 55,201 -200 -0.36 6,070 2.45 3.0006
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 55,401 55,401 5,925 2.9719
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.