JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLyell Wealth Management, Lp
Latest Disclosed Ownership100,578 shares
Latest Disclosed Value $ 29,586,153
Lyell Wealth Management, Lp reports 0.24% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Lyell Wealth Management, Lp filed a 13F-HR form disclosing ownership of 100,578 shares of JPMorgan Chase & Co. (MX:JPM) valued at $29,586,153 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 100,817 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.24% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 100,578 -239 -0.24 29,586 -8.92 2.1742
2026-02-11 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 100,817 4,144 4.29 32,485 6.53 2.3523
2025-11-06 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 96,673 -3,597 -3.59 30,494 4.90 2.2650
2025-07-29 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 100,270 4,490 4.69 29,069 23.73 2.2960
2025-05-08 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 95,780 5,725 6.36 23,495 8.83 2.1962
2025-02-03 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 90,055 180 0.20 21,587 13.91 1.9350
2024-10-23 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 89,875 1,486 1.68 18,951 6.01 1.7232
2024-08-08 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 88,389 2,008 2.32 17,878 3.32 1.7069
2024-05-03 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 86,381 -102 -0.12 17,302 17.62 1.7592
2024-02-02 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 86,483 880 1.03 14,711 18.50 1.6724
2023-10-31 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 85,603 -1,366 -1.57 12,414 -1.85 1.6695
2023-08-04 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 86,969 1,137 1.32 12,649 13.09 1.6166
2023-05-03 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 85,832 -1,946 -2.22 11,185 -4.99 1.5657
2023-01-24 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 87,778 1,387 1.61 11,771 30.38 1.8591
2022-10-24 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 86,391 1,956 2.32 9,028 -5.05 1.5372
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 84,435 -507 -0.60 9,508 -17.89 1.5506
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 84,942 -655 -0.77 11,579 -14.57 1.4903
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 85,597 1,471 1.75 13,554 -1.58 1.5471
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 84,126 356 0.42 13,771 5.69 1.6748
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 83,770 3,385 4.21 13,030 6.48 1.6128
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 80,385 7,326 10.03 12,237 31.81 1.7826
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 73,059 3,089 4.41 9,284 37.83 1.4828
2020-11-04 2020-09-30 13F JPMORGAN CHASE COM 46625H100 69,970 -401 -0.57 6,736 1.77 1.2620
2020-07-30 2020-06-30 13F JPMORGAN CHASE COM 46625H100 70,371 4,776 7.28 6,619 12.07 1.4520
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 65,595 2,042 3.21 5,906 -33.33 1.7656
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 63,553 1,912 3.10 8,859 22.11 2.3654
2019-11-06 2019-09-30 13F JPMORGAN CHASE COM 46625H100 61,641 1,757 2.93 7,255 8.36 2.1803
2019-08-01 2019-06-30 13F JPMORGAN CHASE COM 46625H100 59,884 1,173 2.00 6,695 12.65 2.0182
2019-05-06 2019-03-31 13F JPMORGAN CHASE COM 46625H100 58,711 1,625 2.85 5,943 6.64 1.9839
2019-02-09 2018-12-31 13F JPMorgan Chase COM 46625H100 57,086 705 1.25 5,573 -12.40 2.3269
2018-10-30 2018-09-30 13F JPMorgan Chase COM 46625H100 56,381 -262 -0.46 6,362 7.79 2.1421
2018-07-27 2018-06-30 13F JPMorgan Chase COM 46625H100 56,643 190 0.34 5,902 -4.93 2.1572
2018-05-04 2018-03-31 13F JPMorgan Chase COM 46625H100 56,453 376 0.67 6,208 3.52 2.2968
2018-01-30 2017-12-31 13F JPMorgan Chase COM 46625H100 56,077 30 0.05 5,997 12.03 2.3818
2017-10-26 2017-09-30 13F JPMorgan Chase COM 46625H100 56,047 860 1.56 5,353 6.13 2.3117
2017-07-27 2017-06-30 13F JPMorgan Chase COM 46625H100 55,187 6,695 13.81 5,044 18.40 2.4547
2017-05-08 2017-03-31 13F JPMorgan Chase Equity 46625H100 48,492 2,961 6.50 4,260 8.42 2.3050
2017-02-13 2016-12-31 13F JPMorgan Chase Common Stock 46625H100 45,531 45,531 3,929 2.4411
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.