JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSkyOak Wealth, LLC
Latest Disclosed Ownership26,710 shares
Latest Disclosed Value $ 7,856,878
SkyOak Wealth, LLC reports 0.33% increase in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - SkyOak Wealth, LLC filed a 13F-HR form disclosing ownership of 26,710 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,856,878 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 26,622 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.33% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 26,710 88 0.33 7,857 -8.42 1.4388
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 26,622 30 0.11 8,578 2.28 1.5429
2025-10-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 26,592 -1,031 -3.73 8,388 4.73 1.5843
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 27,623 -364 -1.30 8,008 16.65 1.6092
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 27,987 5 0.02 6,865 2.36 1.5036
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 27,982 1,283 4.81 6,708 19.15 1.4349
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 26,699 -351 -1.30 5,630 2.89 1.2463
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 27,050 -844 -3.03 5,471 -2.08 1.2770
2024-04-29 2024-03-31 13F JPMORGAN CHASE COM 46625H100 27,894 400 1.45 5,587 19.48 1.3369
2024-01-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 27,494 -525 -1.87 4,677 15.09 1.2172
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 28,019 71 0.25 4,063 -0.02 1.1877
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 27,948 651 2.38 4,065 14.25 1.1485
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 27,297 -111 -0.40 3,557 -3.21 1.0851
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 27,408 -159 -0.58 3,675 27.56 1.2355
2022-10-25 2022-09-30 13F JPMORGAN CHASE COM 46625H100 27,567 545 2.02 2,881 -5.32 1.0325
2022-07-26 2022-06-30 13F JPMORGAN CHASE COM 46625H100 27,022 697 2.65 3,043 -15.21 1.0391
2022-04-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 26,325 -106 -0.40 3,589 -14.24 0.9972
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 26,431 45 0.17 4,185 -3.10 1.0639
2021-10-21 2021-09-30 13F JPMORGAN CHASE COM 46625H100 26,386 12 0.05 4,319 5.29 1.1636
2021-07-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 26,374 -414 -1.55 4,102 0.59 1.0975
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 26,788 -741 -2.69 4,078 16.58 1.1346
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 27,529 -283 -1.02 3,498 30.67 1.0879
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 27,812 -4,533 -14.01 2,677 -12.00 0.9625
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 32,345 18,747 137.87 3,042 148.53 1.1230
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 13,598 854 6.70 1,224 -31.12 0.6256
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 12,744 12,744 1,777 0.5506
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.