JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership23,489 shares
Latest Disclosed Value $ 6,909,530
Sheets Smith Wealth Management reports 11.48% increase in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 23,489 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,909,530 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 21,071 shares of JPMorgan Chase & Co.. This represents a change in shares of 11.48% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 23,489 2,418 11.48 6,910 1.77 0.7777
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 21,071 -916 -4.17 6,789 -2.11 0.7450
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 21,987 -326 -1.46 6,935 7.22 0.7850
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 22,313 -75 -0.34 6,469 17.79 0.7568
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 22,388 -359 -1.58 5,492 0.72 0.6823
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 22,747 -104 -0.46 5,453 13.16 0.6655
2024-11-01 2024-09-30 13F JPMORGAN CHASE COM 46625H100 22,851 -272 -1.18 4,818 3.04 0.5894
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 23,123 -227 -0.97 4,677 -0.02 0.5592
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 23,350 138 0.59 4,677 18.47 0.5237
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 23,212 -622 -2.61 3,948 14.24 0.5617
2023-10-23 2023-09-30 13F JPMORGAN CHASE COM 46625H100 23,834 85 0.36 3,456 0.06 0.5264
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 23,749 -6,060 -20.33 3,454 -11.07 0.5049
2023-05-26 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 29,809 -765 -2.50 3,884 -5.27 0.5935
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 130 -30,444 3,884 0.5947
2023-03-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 30,574 78 0.26 4,100 28.65 0.6417
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 30,496 4,037 15.26 3,187 6.95 0.5321
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 26,459 -3,520 -11.74 2,980 -27.09 0.4905
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 29,979 74 0.25 4,087 -13.69 0.5634
2022-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 29,905 147 0.49 4,735 -2.79 0.5876
2021-10-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 29,758 318 1.08 4,871 6.38 0.6609
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 29,440 349 1.20 4,579 3.39 0.6170
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 29,091 236 0.82 4,429 20.78 0.6516
2021-01-13 2020-12-31 13F JPMORGAN CHASE COM 46625H100 28,855 1,754 6.47 3,667 40.55 0.5544
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 27,101 979 3.75 2,609 6.19 0.4538
2020-07-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 26,122 -6 -0.02 2,457 4.46 0.4916
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 26,128 516 2.01 2,352 -34.12 0.4927
2020-01-24 2019-12-31 13F JPMORGAN CHASE COM 46625H100 25,612 734 2.95 3,570 21.93 0.6822
2019-10-28 2019-09-30 13F JPMORGAN CHASE COM 46625H100 24,878 -3,252 -11.56 2,928 -6.90 0.6020
2019-07-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 28,130 -353 -1.24 3,145 9.09 0.6456
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 28,483 1,989 7.51 2,883 11.48 0.6241
2019-01-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 26,494 2,753 11.60 2,586 -3.47 0.6968
2018-10-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 23,741 4 0.02 2,679 8.33 0.5544
2018-07-26 2018-06-30 13F JPMORGAN CHASE COM 46625H100 23,737 210 0.89 2,473 -4.41 0.5788
2018-04-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 23,527 300 1.29 2,587 4.15 0.6216
2018-01-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 23,227 -675 -2.82 2,484 8.80 0.5856
2017-10-12 2017-09-30 13F JPMORGAN CHASE COM 46625H100 23,902 525 2.25 2,283 6.83 0.5758
2017-07-19 2017-06-30 13F JPMORGAN CHASE COM 46625H100 23,377 -68 -0.29 2,137 3.79 0.5647
2017-04-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 23,445 500 2.18 2,059 3.99 0.5467
2017-02-03 2016-12-31 13F JPMORGAN CHASE COM 46625H100 22,945 50 0.22 1,980 29.84 0.5557
2016-11-18 2016-09-30 13F JPMORGAN CHASE COM 46625H100 22,895 -250 -1.08 1,525 6.05 0.4300
2016-08-15 2016-06-30 13F JPMORGAN CHASE AND COM 46625H100 23,145 0 0.00 1,438 4.89 0.4178
2016-05-13 2016-03-31 13F JPMORGAN CHASE AND COM 46625H100 23,145 -825 -3.44 1,371 -13.39 0.4216
2016-02-01 2015-12-31 13F JPMORGAN CHASE AND COM 46625H100 23,970 670 2.88 1,583 11.40 0.4787
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 23,300 1,000 4.48 1,421 -5.96 0.4806
2015-08-31 2015-06-30 13F JPMORGAN CHASE AND COM 46625H100 22,300 -1,700 -7.08 1,511 3.92 0.4130
2015-05-05 2015-03-31 13F JPMORGAN CHASE AND COM 46625H100 24,000 0 0.00 1,454 -3.20 0.4015
2015-02-20 2014-12-31 13F JPMORGAN CHASE AND COM 46625H100 24,000 0 0.00 1,502 3.87 0.3919
2014-11-17 2014-09-30 13F JPMORGAN CHASE AND COM 46625H100 24,000 0 0.00 1,446 4.56 0.3933
2014-09-18 2014-06-30 13F JPMORGAN CHASE AND COM 46625H100 24,000 0 0.00 1,383 -5.08 0.3712
2014-06-02 2014-03-31 13F JP MORGAN CHASE COM 46625H100 24,000 0 0.00 1,457 3.77 0.4077
2014-02-21 2013-12-31 13F J P MORGAN CHASE COM 46625H100 24,000 0 0.00 1,404 13.13 0.3873
2013-11-26 2013-09-30 13F JP MORGAN CHASE COM 46625H100 24,000 0 0.00 1,241 -2.05 0.4037
2013-11-19 2013-06-30 13F JP MORGAN CHASE COM 46625H100 24,000 24,000 1,267 0.4301
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.