JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionFinancial Consulate, Inc
Latest Disclosed Ownership4,095 shares
Latest Disclosed Value $ 1,204,627
Financial Consulate, Inc reports 1.66% increase in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Financial Consulate, Inc filed a 13F-HR form disclosing ownership of 4,095 shares of JPMorgan Chase & Co. (US:JPM) valued at $1,204,585 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 4,028 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.66% during the quarter. The current value of the position is $1,231,981 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,095 67 1.66 1,205 -7.17 0.1501
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,028 -1,483 -26.91 1,298 -25.37 0.1775
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,511 5,511 1,738 0.2454
2023-07-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 0 -5,503 -100.00 0 -100.00
2023-04-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,503 334 6.46 717 3.46 0.2502
2023-01-11 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,169 -300 -5.49 693 21.15 0.2420
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,469 0 0.00 572 -7.14 0.2413
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,469 -118 -2.11 616 -19.16 0.2886
2022-04-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,587 150 2.76 762 -11.50 0.2926
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,437 -50 -0.91 861 -4.12 0.2986
2021-10-19 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,487 300 5.78 898 11.28 0.3254
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,187 0 0.00 807 2.15 0.2909
2021-04-19 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,187 100 1.97 790 22.29 0.3204
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,087 0 0.00 646 31.84 0.2787
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,087 107 2.15 490 4.70 0.2327
2020-07-22 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,980 -59 -1.17 468 3.08 0.2377
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,039 1 0.02 454 -35.33 0.2696
2020-01-22 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,038 -20 -0.40 702 17.98 0.3100
2019-10-16 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,058 220 4.55 595 9.98 0.2591
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,838 -127 -2.56 541 7.55 0.2434
2019-05-01 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,965 -224 -4.32 503 -0.79 0.2299
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,189 23 0.45 507 -13.04 0.3042
2018-10-29 2018-09-30 13F JPMORGAN CHASE COM 46625H100 5,166 -125 -2.36 583 5.81 0.3315
2018-07-27 2018-06-30 13F JPMORGAN CHASE COM 46625H100 5,291 250 4.96 551 -0.54 0.2790
2018-04-16 2018-03-31 13F JPMORGAN CHASE COM 46625H100 5,041 50 1.00 554 3.75 0.2934
2018-01-29 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,991 0 0.00 534 11.95 0.2729
2017-10-19 2017-09-30 13F JPMORGAN CHASE COM 46625H100 4,991 916 22.48 477 28.23 0.2596
2017-07-31 2017-06-30 13F JPMORGAN CHASE COM 46625H100 4,075 44 1.09 372 5.08 0.2188
2017-04-28 2017-03-31 13F JPMORGAN CHASE COM 46625H100 4,031 140 3.60 354 5.36 0.2257
2017-01-30 2016-12-31 13F JPMORGAN CHASE COM 46625H100 3,891 0 0.00 336 29.73 0.2440
2016-10-27 2016-09-30 13F JPMORGAN CHASE COM 46625H100 3,891 -100 -2.51 259 4.44 0.2306
2016-07-22 2016-06-30 13F JPMORGAN CHASE COM 46625H100 3,991 64 1.63 248 6.44 0.1898
2016-04-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3,927 0 0.00 233 -10.04 0.1601
2016-01-19 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,927 0 0.00 259 8.37 0.1842
2015-11-03 2015-09-30 13F JPMORGAN CHASE COM 46625H100 3,927 -350 -8.18 239 -17.59 0.2080
2015-07-22 2015-06-30 13F JPMORGAN CHASE COM 46625H100 4,277 0 0.00 290 11.97 0.2140
2015-04-28 2015-03-31 13F JPMORGAN CHASE COM 46625H100 4,277 4,277 259 0.2185
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.