JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionWealth Alliance
Latest Disclosed Ownership16,027 shares
Latest Disclosed Value $ 4,714,372
Wealth Alliance reports 5.20% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 16,027 shares of JPMorgan Chase & Co. (US:JPM) valued at $4,714,502 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 16,907 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.20% during the quarter. The current value of the position is $4,821,723 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 16,027 -880 -5.20 4,714 -13.46 0.4655
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 16,907 -1,013 -5.65 5,448 -3.63 0.5333
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 17,920 360 2.05 5,652 11.04 0.5814
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 17,560 719 4.27 5,091 23.21 0.5685
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 16,841 461 2.81 4,131 5.22 0.4999
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 16,380 411 2.57 3,926 16.60 0.4695
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 15,969 -321 -1.97 3,367 2.22 0.4021
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 16,290 125 0.77 3,295 1.76 0.4255
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 16,165 1,216 8.13 3,238 27.34 0.4248
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 14,949 -463 -3.00 2,543 13.74 0.3566
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,412 0 0.00 2,235 -0.27 0.3525
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 15,412 -607 -3.79 2,242 7.38 0.3351
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 16,019 -5,184 -24.45 2,087 -26.59 0.3382
2023-02-13 2022-12-31 13F JPMORGAN CHASE Stock 46625H100 21,203 1,448 7.33 2,843 37.68 0.5048
2022-11-14 2022-09-30 13F JPMORGAN CHASE Stock 46625H100 19,755 2,152 12.23 2,065 4.19 0.4075
2022-10-11 2022-06-30 13F/A-1 JPMORGAN CHASE Stock 46625H100 17,603 1,665 10.45 1,982 -8.79 0.3804
2022-08-15 2022-06-30 13F JPMORGAN CHASE Stock 46625H100 17,603 1,665 1,982 0.2410
2022-05-10 2022-03-31 13F JPMORGAN CHASE Stock 46625H100 15,938 913 6.08 2,173 -8.66 0.3098
2022-05-10 2022-03-31 13F JPMORGAN CHASE Stock 46625H100 11,126 1,517
2022-02-14 2021-12-31 13F JPMORGAN CHASE Stock 46625H100 15,025 -55 -0.36 2,379 -3.61 0.4784
2021-11-12 2021-09-30 13F JPMORGAN CHASE Stock 46625H100 15,080 -596 -3.80 2,468 1.23 0.5542
2021-08-16 2021-06-30 13F JPMORGAN CHASE Stock 46625H100 15,676 -765 -4.65 2,438 -2.60 0.5741
2021-05-18 2021-03-31 13F JPMORGAN CHASE Stock 46625H100 16,441 -2,296 -12.25 2,503 5.12 0.7012
2021-02-11 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 18,737 933 5.24 2,381 38.91 0.7016
2020-12-01 2020-09-30 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 17,804 1,297 7.86 1,714 10.37 0.6161
2020-11-13 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,804 1,297 1,714 504,148.7857
2020-08-14 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 16,507 3,472 26.64 1,553 32.28 0.6135
2020-05-15 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,035 -2,420 -15.66 1,174 -45.50 0.6330
2020-02-14 2019-12-31 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 15,455 15,455 2,154 1.5310
2020-02-12 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,154 2,154 1.5310
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.