JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionNwam Llc
Latest Disclosed Ownership21,223 shares
Latest Disclosed Value $ 6,243,082
Nwam Llc reports 2.90% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Nwam Llc filed a 13F-HR form disclosing ownership of 21,223 shares of JPMorgan Chase & Co. (US:JPM) valued at $6,242,958 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 21,857 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.90% during the quarter. The current value of the position is $6,384,940 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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 21,223 -634 -2.90 6,243 -6.28 0.3592
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 21,857 -2,815 -11.41 6,661 -11.35 0.3722
2026-02-04 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 24,672 -95 -0.38 7,515 2.79 0.4078
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 20,437 -117 6,011 0.4227
2026-02-04 2025-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 24,767 4,697 23.40 7,310 48.49 0.4247
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 20,554 484 6,159 0.5012
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 20,070 -4,398 -17.97 4,923 -16.06 0.4234
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 24,468 311 1.29 5,865 15.16 0.3626
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 24,157 24,157 5,094 0.3106
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 0 -19,240 -100.00 0 -100.00
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 19,240 -1,533 -7.38 3,714 5.09 0.2998
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 20,773 -31 -0.15 3,533 17.10 0.2838
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 20,804 -723 -3.36 3,017 -3.61 0.3060
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 21,527 2,789 14.88 3,131 28.23 0.2572
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 18,738 -6,676 -26.27 2,442 -28.37 0.2476
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 25,414 -1,054 -3.98 3,408 23.21 0.3019
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 26,468 1,137 4.49 2,766 -3.05 0.2640
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 25,331 20 0.08 2,853 -17.30 0.2636
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 25,311 -136 -0.53 3,450 -14.39 0.2650
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 25,447 1,847 7.83 4,030 4.32 0.3186
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 23,600 -850 -3.48 3,863 1.58 0.3503
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 24,450 -284 -1.15 3,803 1.01 0.3528
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 24,734 5,677 29.79 3,765 55.45 0.3748
2021-01-22 2020-12-31 13F JPMORGAN CHASE COM 46625H100 19,057 -629 -3.20 2,422 27.81 0.2763
2020-10-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 19,686 -4,289 -17.89 1,895 -15.96 0.3126
2020-07-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 23,975 -6,985 -22.56 2,255 -19.09 0.3157
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 30,960 10,541 51.62 2,787 -2.07 0.0752
2020-01-23 2019-12-31 13F JPMORGAN CHASE COM 46625H100 20,419 2,068 11.27 2,846 31.76 0.4921
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 18,351 28 0.15 2,160 5.42 0.4042
2019-07-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 18,323 622 3.51 2,049 14.34 0.4079
2019-04-17 2019-03-31 13F JPMORGAN CHASE COM 46625H100 17,701 -151 -0.85 1,792 2.81 0.3865
2019-01-30 2018-12-31 13F JPMORGAN CHASE COM 46625H100 17,852 1,002 5.95 1,743 -8.31 0.4478
2018-10-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 16,850 1,317 8.48 1,901 17.42 0.4273
2018-07-25 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 15,533 -464 -2.90 1,619 -7.96 0.3834
2018-07-16 2018-06-30 13F JPMORGAN CHASE COM 46625H100 15,533 -464 1,619 0.1325
2018-04-16 2018-03-31 13F JPMORGAN CHASE COM 46625H100 15,997 259 1.65 1,759 4.52 0.4444
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 15,738 470 3.08 1,683 15.43 0.4263
2017-11-01 2017-09-30 13F JPMORGAN CHASE COM 46625H100 15,268 -76 -0.50 1,458 3.99 0.3790
2017-07-27 2017-06-30 13F JPMORGAN CHASE COM 46625H100 15,344 -183 -1.18 1,402 2.79 0.2439
2017-05-01 2017-03-31 13F JPMORGAN CHASE COM 46625H100 15,527 -687 -4.24 1,364 -2.50 0.4162
2017-02-02 2016-12-31 13F JPMORGAN CHASE COM 46625H100 16,214 114 0.71 1,399 30.50 0.4641
2016-10-26 2016-09-30 13F JPMORGAN CHASE COM 46625H100 16,100 3,049 23.36 1,072 32.18 0.0813
2016-08-04 2016-06-30 13F JPMORGAN CHASE COM 46625H100 13,051 -382 -2.84 811 2.01 0.3186
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 13,433 -1,976 -12.82 795 -21.83 0.3150
2016-02-12 2015-12-31 13F JPMORGAN CHASE COM 46625H100 15,409 -591 -3.69 1,017 7.05 0.4149
2015-11-17 2015-09-30 13F JPMORGAN CHASE COM 46625H100 16,000 -1,000 -5.88 950 -16.23 0.7881
2015-10-15 2015-06-30 13F JPMORGAN CHASE COM 46625H100 17,000 3,840 29.18 1,134 42.28 0.4744
2016-09-08 2015-03-31 13F JPMORGAN CHASE COM 46625H100 13,160 88 0.67 797 -2.57 0.3407
2016-09-08 2014-12-31 13F JPMORGAN CHASE COM 46625H100 13,072 -2,070 -13.67 818 -10.31 0.3572
2016-09-08 2014-09-30 13F JPMORGAN CHASE COM 46625H100 15,142 -23,203 -60.51 912 -58.71 0.3247
2016-09-08 2014-06-30 13F JPMORGAN CHASE COM 46625H100 38,345 1,902 5.22 2,209 -0.14 0.6872
2016-09-08 2014-03-31 13F JPMORGAN CHASE COM 46625H100 36,443 4,792 15.14 2,212 19.50 0.7610
2016-09-08 2013-12-31 13F JPMORGAN CHASE COM 46625H100 31,651 -6,484 -17.00 1,851 -6.09 0.9827
2016-09-08 2013-09-30 13F JPMORGAN CHASE COM 46625H100 38,135 781 2.09 1,971 -0.05 0.9574
2016-09-08 2013-06-30 13F JPMORGAN CHASE COM 46625H100 37,354 -4,120 -9.93 1,972 0.20 0.9969
2016-09-08 2013-03-31 13F JPMORGAN CHASE COM 46625H100 41,474 5,378 14.90 1,968 24.01 0.9673
2016-09-08 2012-12-31 13F JPMORGAN CHASE COM 46625H100 36,096 -3,112 -7.94 1,587 0.00 0.6709
2016-09-08 2012-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 10,766 -28,442 92 0.0389
2016-09-08 2012-09-30 13F JPMORGAN CHASE COM 46625H100 39,208 1,288 3.40 1,587 17.12 0.6667
2016-09-08 2012-06-30 13F JPMORGAN CHASE COM 46625H100 37,920 37,920 1,355 0.6276
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.