JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionAcima Private Wealth, Llc
Latest Disclosed Ownership296 shares
Latest Disclosed Value $ 87,071
Acima Private Wealth, Llc ownership in JPM / JPMorgan Chase & Co.

On April 6, 2026 - Acima Private Wealth, Llc filed a 13F-HR form disclosing ownership of 296 shares of JPMorgan Chase & Co. (US:JPM) valued at $87,071 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 296 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $89,052 USD.

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)
2026-04-06 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 296 0 0.00 87 -8.42 0.0273
2026-01-15 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 296 -273 -47.98 95 -46.93 0.0296
2025-11-10 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 569 0 0.00 179 9.15 0.0562
2025-07-24 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 569 0 0.00 165 17.99 0.0562
2025-05-09 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 569 0 0.00 140 2.21 0.0501
2025-02-05 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 569 0 0.00 136 14.29 0.0459
2024-11-12 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 569 0 0.00 120 3.48 0.0402
2024-07-30 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 569 0 0.00 115 1.77 0.0423
2024-05-14 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 569 0 0.00 114 17.71 0.0420
2024-02-29 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 569 0 0.00 97 17.07 0.0378
2024-02-29 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 569 0 0.00 83 0.00 0.0367
2024-02-29 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 569 0 0.00 83 10.81 0.0396
2024-02-29 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 569 110 23.97 74 21.31 0.0364
2024-02-29 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 459 0 0.00 62 29.79 0.0316
2024-02-29 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 459 0 0.00 48 -7.84 0.0247
2024-02-29 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 459 0 0.00 52 -19.05 0.0258
2022-05-02 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 459 0 0.00 63 -13.70 0.0291
2022-03-10 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 459 0 0.00 73 -2.67 0.0314
2021-11-09 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 459 0 0.00 75 5.63 0.0345
2021-08-13 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 459 0 0.00 71 1.43 0.0326
2021-05-14 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 459 0 0.00 70 20.69 0.0344
2021-05-14 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 459 0 0.00 58 31.82 0.0300
2021-05-14 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 459 -652 -58.69 44 -58.10 0.0265
2021-05-14 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,111 0 0.00 105 5.00 0.0678
2020-05-01 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,111 0 0.00 100 -35.48 0.0770
2020-01-24 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,111 0 0.00 155 19.23 0.1071
2019-10-30 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,111 175 18.70 130 23.81 0.0993
2019-07-23 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 936 0 0.00 105 10.53 0.0828
2019-05-06 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 936 544 138.78 95 150.00 0.0813
2019-02-07 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 392 392 38 0.0372
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.