JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCornerstone Wealth Group, LLC
Latest Disclosed Ownership59,213 shares
Latest Disclosed Value $ 18,533,724
Cornerstone Wealth Group, LLC reports 4.56% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Cornerstone Wealth Group, LLC filed a 13F-HR form disclosing ownership of 59,213 shares of JPMorgan Chase & Co. (MX:JPM) valued at $18,533,724 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 62,043 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.56% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 59,213 -2,830 -4.56 18,534 -7.29 1.1847
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 62,043 790 1.29 19,992 3.47 1.3667
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 61,253 -311 -0.51 19,321 8.26 1.3045
2025-07-28 2025-06-30 13F JPMORGAN CHASE COM 46625H100 61,564 1,205 2.00 17,848 20.55 1.3385
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 60,359 -1,833 -2.95 14,806 -0.69 1.2252
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 62,192 1,748 2.89 14,908 16.97 1.2168
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 60,444 798 1.34 12,745 5.64 1.0541
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 59,646 376 0.63 12,064 1.63 1.0731
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 59,270 14,003 30.93 11,872 54.19 1.0917
2024-02-13 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 45,267 1,184 2.69 7,700 20.45 1.1030
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 45,267 1,184 7,700 1.1030
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 44,083 -1,800 -3.92 6,393 -4.21 1.1340
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 45,883 -46 -0.10 6,673 11.51 1.2096
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 45,929 -1,320 -2.79 5,985 -5.56 1.0643
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 47,249 1,935 4.27 6,336 33.81 1.1983
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 45,314 3,414 8.15 4,735 0.36 1.0455
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 41,900 4,575 12.26 4,718 -7.27 0.9873
2022-04-25 2022-03-31 13F JPMORGAN CHASE COM 46625H100 37,325 -25,110 -40.22 5,088 -48.54 0.9339
2022-01-25 2021-12-31 13F JPMORGAN CHASE COM 46625H100 62,435 29,852 91.62 9,887 85.39 1.6924
2021-10-29 2021-09-30 13F JPMORGAN CHASE COM 46625H100 32,583 1,950 6.37 5,333 18.46 0.9422
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 30,633 900 3.03 4,502 0.58 0.9186
2021-04-26 2021-03-31 13F JPMORGAN CHASE COM 46625H100 29,733 5,119 20.80 4,476 43.09 0.9091
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 24,614 21,919 813.32 3,128 1,107.72 0.7686
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,695 -1,857 -40.80 259 -39.49 0.0708
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,552 -31,853 -87.50 428 -86.94 0.1074
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 36,405 1,511 4.33 3,278 -32.61 1.1555
2020-01-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 34,894 -1,162 -3.22 4,864 14.64 1.3147
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 36,056 13,799 62.00 4,243 70.54 1.0644
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 22,257 14,136 174.07 2,488 202.68 0.6707
2019-05-02 2019-03-31 13F JPMORGAN CHASE COM 46625H100 8,121 8,121 822 0.2065
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.