JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWealth Quarterback LLC
Latest Disclosed Ownership2,240 shares
Latest Disclosed Value $ 658,985
Wealth Quarterback LLC reports 41.32% increase in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - Wealth Quarterback LLC filed a 13F-HR form disclosing ownership of 2,240 shares of JPMorgan Chase & Co. (MX:JPM) valued at $658,985 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 1,585 shares of JPMorgan Chase & Co.. This represents a change in shares of 41.32% 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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,240 655 41.32 659 29.02 0.2594
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,585 129 8.86 511 11.11 0.1838
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,456 -153 -9.51 459 -1.50 0.1776
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,609 15 0.94 467 19.18 0.2212
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,594 -31 -1.91 391 0.51 0.2200
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,625 -36 -2.17 390 11.14 0.1829
2024-11-01 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,661 5 0.30 350 4.48 0.1822
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,656 -82 -4.72 335 -3.74 0.1899
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,738 -1,363 -43.95 348 -33.97 0.1945
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,101 1,009 48.23 528 73.93 0.3220
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,092 38 1.85 303 1.68 0.2624
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,054 -115 -5.30 299 5.67 0.2069
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,169 -95 -4.20 283 -6.93 0.2399
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,264 -78 -3.33 304 0.2517
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,342 69 3.04 0 0.2606
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,273 -13,858 -85.91 0 0.1996
2021-11-17 2021-09-30 13F JPMORGAN CHASE COM 46625H100 16,131 13,978 649.23 0 0.2239
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,153 -217 -9.16 0 0.2037
2021-02-17 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,370 -2,172 -47.82 0 -100.00 0.2503
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,542 0 0.00 427 0.00 0.3917
2020-08-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,542 -453 -9.07 427 -4.90 0.3917
2020-05-14 2020-03-31 13F JPMORGAN CHASE &CO COM 46625H100 4,995 -34,816 -87.45 450 -33.78 0.4130
2020-02-27 2019-12-31 13F/A-1 JPMORGAN CHASE &CO COM 46625H100 39,811 37,683 1,770.82 678 133.79 0.5890
2022-05-17 1987-03-31 13F JPMORGAN CHASE COM 46625H100 2,128 2,128 290 0.1623
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.