JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAlliance Wealth Management Group
Latest Disclosed Ownership4,173 shares
Latest Disclosed Value $ 1,227,530
Alliance Wealth Management Group ownership in JPM / JPMorgan Chase & Co.

On April 29, 2026 - Alliance Wealth Management Group filed a 13F-HR form disclosing ownership of 4,173 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,227,530 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 4,173 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,173 0 0.00 1,228 -8.71 0.2685
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,173 -65 -1.53 1,345 0.60 0.2951
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,238 -108 -2.49 1,337 6.12 0.2973
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,346 -402 -8.47 1,260 8.16 0.3208
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,748 -358 -7.01 1,165 -4.82 0.3137
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,106 -40 -0.78 1,224 12.72 0.3275
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,146 155 3.11 1,085 7.53 0.2887
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,991 0 0.00 1,009 1.00 0.2882
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,991 0 0.00 1,000 17.81 0.2934
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,991 0 0.00 849 16.97 0.2649
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,991 -251 -4.79 726 6.15 0.2358
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,242 0 0.00 683 -2.71 0.2320
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,242 62 1.20 703 29.76 0.2571
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,180 -400 -7.17 541 -13.85 0.2103
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,580 -135 -2.36 628 -19.38 0.2320
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,715 100 1.78 779 -12.37 0.2534
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,615 0 0.00 889 -3.26 0.2757
2021-10-26 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,615 0 0.00 919 5.27 0.2984
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,615 -653 -10.42 873 -8.49 0.2900
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,268 -2,589 -29.23 954 -15.20 0.3598
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,857 -1,434 -13.93 1,125 13.52 0.4432
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 10,291 80 0.78 991 3.23 0.4255
2020-09-09 2020-06-30 13F JPMORGAN CHASE COM 46625H100 10,211 0 0.00 960 4.46 0.4384
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 10,211 -10,693 -51.15 919 -68.46 0.4900
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 20,904 591 2.91 2,914 21.87 1.2995
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 20,313 -591 -2.83 2,391 2.31 1.1492
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 20,904 0 0.00 2,337 10.44 1.1450
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 20,904 0 0.00 2,116 3.67 1.1219
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 20,904 0 0.00 2,041 -13.48 1.2184
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 20,904 0 0.00 2,359 8.31 1.2871
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 20,904 0 0.00 2,178 -5.26 1.2613
2018-05-23 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 20,904 37 0.18 2,299 3.05 1.0778
2018-05-21 2018-03-31 13F JPMORGAN CHASE COM 46625H100 20,904 37 2,299
2018-01-31 2017-12-31 13F JPMORGAN CHASE COM 46625H100 20,867 -21,247 -50.45 2,231 -44.53 1.1059
2017-11-09 2017-09-30 13F JPMORGAN CHASE COM 46625H100 42,114 21,057 100.00 4,022 109.04 1.0230
2017-08-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 21,057 0 0.00 1,924 3.55 1.0781
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 21,057 0 0.00 1,858 2.26 1.0735
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 21,057 -2,000 -8.67 1,817 18.29 1.3353
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 23,057 -6,000 -20.65 1,536 -15.00 1.0800
2016-08-03 2016-06-30 13F JPMORGAN CHASE COM 46625H100 29,057 -1,620 -5.28 1,807 -0.55 1.2710
2016-05-10 2016-03-31 13F JPMORGAN CHASE COM 46625H100 30,677 0 0.00 1,817 -10.32 1.5417
2016-02-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 30,677 30,677 2,026 1.9316
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.