JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership18,603 shares
Latest Disclosed Value $ 5,472,364
180 Wealth Advisors, Llc reports 0.95% increase in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 18,603 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,472,364 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 18,428 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.95% during the quarter.

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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 18,603 175 0.95 5,472 -7.83 0.6220
2026-01-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 18,428 219 1.20 5,938 3.38 0.6761
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,209 -525 -2.80 5,744 5.74 0.6998
2025-07-31 2025-06-30 13F JPMORGAN CHASE COM 46625H100 18,734 -285 -1.50 5,431 16.42 0.7575
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,019 23 0.12 4,665 2.46 0.7431
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 18,996 -336 -1.74 4,554 11.70 0.7134
2024-11-01 2024-09-30 13F JPMORGAN CHASE COM 46625H100 19,332 -261 -1.33 4,076 0.30 0.6416
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 19,593 167 0.86 4,065 4.45 0.6629
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 19,426 129 0.67 3,891 17.20 0.6994
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 19,297 -387 -1.97 3,321 16.33 0.6645
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 19,684 1,210 6.55 2,855 5.39 0.6425
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 18,474 -20 -0.11 2,708 12.41 0.5948
2023-04-07 2023-03-31 13F JPMORGAN CHASE COM 46625H100 18,494 83 0.45 2,410 -6.52 0.5607
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 18,411 1,086 6.27 2,577 42.38 0.6061
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 17,325 -89 -0.51 1,810 -8.86 0.4981
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 17,414 379 2.22 1,986 -11.10 0.5071
2022-04-22 2022-03-31 13F JPMORGAN CHASE COM 46625H100 17,035 1,049 6.56 2,234 -3.67 0.4876
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 15,986 -261 -1.61 2,319 -14.33 0.5206
2021-10-28 2021-09-30 13F JPMORGAN CHASE COM 46625H100 16,247 149 0.93 2,707 5.58 0.5963
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 16,098 228 1.44 2,564 -0.66 0.5863
2021-05-25 2021-03-31 13F JPMORGAN CHASE COM 46625H100 15,870 -50 -0.31 2,581 17.42 0.6399
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 15,920 1,217 8.28 2,198 48.92 0.6341
2020-10-23 2020-09-30 13F JPMORGAN CHASE COM 46625H100 14,703 193 1.33 1,476 3.65 0.5534
2020-07-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 14,510 -158 -1.08 1,424 10.90 0.5658
2020-04-09 2020-03-31 13F JPMORGAN CHASE COM 46625H100 14,668 995 7.28 1,284 -31.30 0.6665
2020-01-17 2019-12-31 13F JPMORGAN CHASE COM 46625H100 13,673 135 1.00 1,869 18.89 0.7452
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 13,538 -2,827 -17.27 1,572 -14.94 0.6951
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 16,365 -344 -2.06 1,848 -2.33 0.8317
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 16,709 3,955 31.01 1,892 31.48 0.8584
2019-01-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 12,754 -284 -2.18 1,439 -2.18 0.6717
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 13,038 1,485 12.85 1,471 22.18 0.6801
2018-08-08 2018-06-30 13F JPMORGAN CHASE COM 46625H100 11,553 -1,799 -13.47 1,204 -18.26 0.5965
2018-06-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 13,352 -1,034 -7.19 1,473 -4.23 0.7648
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 14,386 14,386 1,538 0.7830
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.