JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCabot Wealth Management Inc
Latest Disclosed Ownership73,486 shares
Latest Disclosed Value $ 21,616,737
Cabot Wealth Management Inc reports 0.91% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - Cabot Wealth Management Inc filed a 13F-HR form disclosing ownership of 73,486 shares of JPMorgan Chase & Co. (MX:JPM) valued at $21,616,737 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 74,164 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.91% 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)
2026-04-24 2026-03-31 13F JPMORGAN CHASE COM 46625H100 73,486 -678 -0.91 21,617 -9.55 2.4862
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 74,164 -938 -1.25 23,897 0.88 2.6417
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 75,102 -568 -0.75 23,689 7.99 2.6273
2025-07-31 2025-06-30 13F JPMORGAN CHASE COM 46625H100 75,670 -516 -0.68 21,938 17.39 2.6088
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 76,186 -16,511 -17.81 18,688 -15.90 2.3808
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 92,697 -3,838 -3.98 22,220 9.16 2.8218
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 96,535 -1,463 -1.49 20,355 2.69 2.5445
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 97,998 -3,863 -3.79 19,821 -2.85 2.5980
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 101,861 -4,731 -4.44 20,403 12.53 2.6667
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 106,592 -2,000 -1.84 18,131 120,773.33 2.5207
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 108,592 1,065 0.99 16 0.00 2.4133
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 107,527 -676 -0.62 16 7.14 2.3357
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 108,203 -507 -0.47 14 0.00 2.2258
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 108,710 -7,571 -6.51 15 -99.88 2.4597
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 116,281 -6,239 -5.09 12,151 -11.93 2.0550
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 122,520 -432 -0.35 13,797 -17.68 2.1887
2022-04-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 122,952 3,206 2.68 16,761 -11.61 2.2564
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 119,746 3,079 2.64 18,962 -0.71 2.4036
2021-10-21 2021-09-30 13F JPMORGAN CHASE COM 46625H100 116,667 -1,492 -1.26 19,097 3.91 2.5636
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 118,159 -1,266 -1.06 18,378 1.09 2.4547
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 119,425 6,932 6.16 18,180 27.18 2.5654
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 112,493 7,683 7.33 14,295 41.67 2.1962
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 104,810 2,668 2.61 10,090 5.03 1.8347
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 102,142 1,234 1.22 9,607 5.75 1.9161
2020-04-23 2020-03-31 13F JPMorgan Chase COM 46625H100 100,908 937 0.94 9,085 -34.81 2.1702
2020-02-12 2019-12-31 13F JPMorgan Chase COM 46625H100 99,971 -1,043 -1.03 13,936 17.23 2.6917
2019-10-31 2019-09-30 13F JPMorgan Chase COM 46625H100 101,014 -209 -0.21 11,888 5.05 2.5118
2019-08-06 2019-06-30 13F JPMorgan Chase COM 46625H100 101,223 -97 -0.10 11,317 10.33 2.3871
2019-05-13 2019-03-31 13F JPMorgan Chase COM 46625H100 101,320 1,697 1.70 10,257 5.47 2.2547
2019-02-12 2018-12-31 13F JPMorgan Chase COM 46625H100 99,623 -163 -0.16 9,725 -13.63 2.3743
2018-10-30 2018-09-30 13F JPMorgan Chase COM 46625H100 99,786 -4,310 -4.14 11,260 3.81 2.4152
2018-08-09 2018-06-30 13F JPMorgan Chase COM 46625H100 104,096 -1,231 -1.17 10,847 -6.35 2.4173
2018-05-11 2018-03-31 13F JPMorgan Chase COM 46625H100 105,327 -3,256 -3.00 11,583 -0.25 2.5894
2018-02-12 2017-12-31 13F JPMorgan Chase COM 46625H100 108,583 -5,023 -4.42 11,612 7.01 2.5108
2017-11-06 2017-09-30 13F JPMorgan Chase COM 46625H100 113,606 -3,149 -2.70 10,851 1.69 2.4350
2017-08-01 2017-06-30 13F JPMorgan Chase COM 46625H100 116,755 -1,476 -1.25 10,671 2.75 2.4807
2017-05-09 2017-03-31 13F JPMorgan Chase COM 46625H100 118,231 -4,170 -3.41 10,385 -1.68 2.5550
2017-02-07 2016-12-31 13F JPMorgan Chase COM 46625H100 122,401 -4,343 -3.43 10,562 25.14 2.8585
2016-11-08 2016-09-30 13F JPMorgan Chase COM 46625H100 126,744 2,746 2.21 8,440 9.54 2.1698
2016-07-11 2016-06-30 13F JPMorgan Chase COM 46625H100 123,998 -495 -0.40 7,705 4.52 2.0288
2016-05-09 2016-03-31 13F JPMorgan Chase COM 46625H100 124,493 -149 -0.12 7,372 -10.43 2.0513
2016-01-13 2015-12-31 13F JPMorgan Chase COM 46625H100 124,642 1,584 1.29 8,230 9.69 2.1028
2015-11-03 2015-09-30 13F JPMorgan Chase COM 46625H100 123,058 158 0.13 7,503 -9.91 2.0719
2015-08-07 2015-06-30 13F JPMorgan Chase COM 46625H100 122,900 1,955 1.62 8,328 13.66 2.0239
2015-05-07 2015-03-31 13F JPMorgan Chase COM 46625H100 120,945 1,773 1.49 7,327 -1.76 1.7819
2015-02-13 2014-12-31 13F JPMorgan Chase COM 46625H100 119,172 1,705 1.45 7,458 5.40 1.8404
2014-10-17 2014-09-30 13F JPMorgan Chase COM 46625H100 117,467 130 0.11 7,076 4.66 1.8107
2014-07-28 2014-06-30 13F JPMorgan Chase COM 46625H100 117,337 3,557 3.13 6,761 -2.13 1.6983
2014-04-14 2014-03-31 13F JPMorgan Chase COM 46625H100 113,780 28,160 32.89 6,908 37.97 1.8165
2014-02-11 2013-12-31 13F JPMorgan Chase COM 46625H100 85,620 7,847 10.09 5,007 24.55 1.3098
2013-10-23 2013-09-30 13F JPMorgan Chase COM 46625H100 77,773 64,433 483.01 4,020 471.02 1.2044
2013-07-16 2013-06-30 13F JPMorgan Chase COM 46625H100 13,340 13,340 704 0.2422
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.