JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionQuadrant Private Wealth Management, LLC
Latest Disclosed Ownership17,242 shares
Latest Disclosed Value $ 5,072,002
Quadrant Private Wealth Management, LLC reports 12.27% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Quadrant Private Wealth Management, LLC filed a 13F-HR form disclosing ownership of 17,242 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,072,002 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 15,358 shares of JPMorgan Chase & Co.. This represents a change in shares of 12.27% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 17,242 1,884 12.27 5,072 2.51 0.7848
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 15,358 695 4.74 4,949 6.98 0.8114
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 14,663 353 2.47 4,625 11.50 0.8445
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 14,310 800 5.92 4,149 25.20 0.8601
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 13,510 -2,808 -17.21 3,314 -15.29 0.8256
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 16,318 -113 -0.69 3,911 12.90 0.9622
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 16,431 -1,045 -5.98 3,465 -1.98 0.8585
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 17,476 88 0.51 3,535 1.49 0.8115
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 17,388 -7,921 -31.30 3,483 -19.12 0.8811
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 25,309 2,561 11.26 4,305 30.53 1.1928
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 22,748 -798 -3.39 3,299 -3.68 1.1100
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 23,546 79 0.34 3,425 11.97 0.9917
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 23,467 63 0.27 3,058 -2.55 0.9537
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 23,404 1,086 4.87 3,138 24.87 1.0525
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 22,318 3,341 17.61 2,513 -2.86 1.0317
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 18,977 -1,230 -6.09 2,587 -19.16 0.9649
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 20,207 305 1.53 3,200 -1.78 1.1890
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 19,902 257 1.31 3,258 6.61 1.3453
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 19,645 884 4.71 3,056 7.00 1.2394
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 18,761 -3,159 -14.41 2,856 2.55 1.2420
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 21,920 1,578 7.76 2,785 42.24 1.2403
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 20,342 4,207 26.07 1,958 28.99 0.9851
2020-08-04 2020-06-30 13F JPMORGAN CHASE COM 46625H100 16,135 5,597 53.11 1,518 59.96 0.8763
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 10,538 3,970 60.44 949 3.60 0.7933
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,568 -31 -0.47 916 17.89 0.8197
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,599 -244 -3.57 777 1.57 0.7147
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,843 81 1.20 765 11.68 0.6974
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 6,762 -176 -2.54 685 1.18 0.6299
2019-02-04 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,938 -249 -3.46 677 -16.52 0.7208
2018-11-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 7,187 175 2.50 811 10.94 0.7142
2018-08-06 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,012 -179 -2.49 731 -7.59 0.7118
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 7,191 2,135 42.23 791 46.21 1.0335
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,056 5,056 541 0.5626
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.