JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionWiley Bros.-aintree Capital, Llc
Latest Disclosed Ownership936,618 shares
Latest Disclosed Value $ 265,324,494
Wiley Bros.-aintree Capital, Llc reports 2.48% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Wiley Bros.-aintree Capital, Llc filed a 13F-HR form disclosing ownership of 936,618 shares of JPMorgan Chase & Co. (US:JPM) valued at $275,515,551 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 913,996 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.48% during the quarter. The current value of the position is $281,781,525 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 936,618 22,622 2.48 265,324 -9.91 1.3114
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 913,996 164,211 21.90 294,524 24.62 1.5409
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 749,785 61,822 8.99 236,331 18.47 1.5136
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 687,963 123,902 21.97 199,488 45.58 1.5306
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 564,061 45,297 8.73 137,033 8.55 1.4559
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 518,764 200,346 62.92 126,236 88.11 1.5137
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 318,418 168,411 112.27 67,107 121.21 1.2947
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 150,007 119,747 395.73 30,337 399.60 1.3279
2024-04-11 2024-03-31 13F JPMORGAN CHASE COM 46625H100 30,260 10,954 56.74 6,073 84.34 0.8367
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 19,306 12,822 197.75 3,294 250.43 0.8023
2023-10-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,484 310 5.02 940 4.79 0.4389
2023-07-05 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,174 -200 -3.14 898 8.07 0.4021
2023-04-06 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,374 -21 -0.33 831 -3.15 0.3994
2023-01-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,395 -93 -1.43 858 26.40 0.4259
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,488 290 4.68 678 -2.87 0.3922
2022-07-06 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,198 306 5.19 698 -14.25 0.4031
2022-04-26 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 5,892 1,135 23.86 814 8.10 0.4568
2022-04-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,391 634 742 0.5345
2022-01-12 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,757 -100 -2.06 753 -5.28 0.4540
2021-10-07 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,857 158 3.36 795 8.76 0.5054
2021-07-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,699 175 3.87 731 6.10 0.4731
2021-04-09 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,524 0 0.00 689 19.83 0.5013
2021-01-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,524 0 0.00 575 31.88 0.4831
2020-10-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,524 -430 -8.68 436 -6.44 0.4432
2020-07-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,954 -1,062 -17.65 466 -14.02 0.5629
2020-04-03 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,016 256 4.44 542 -32.50 0.8434
2020-01-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,760 0 0.00 803 18.44 0.9553
2019-10-10 2019-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,760 -150 -2.54 678 2.57 0.8793
2019-10-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,360 450 718
2019-07-10 2019-06-30 13F JPMORGAN CHASE COM 46625H100 5,910 -548 -8.49 661 1.07 0.9123
2019-04-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 6,458 0 0.00 654 3.81 0.9363
2019-02-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,458 6,458 630 1.0569
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.