JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAries Wealth Management
Latest Disclosed Ownership17,397 shares
Latest Disclosed Value $ 5,117,502
Aries Wealth Management ownership in JPM / JPMorgan Chase & Co.

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 17,397 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,117,502 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 17,397 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 17,397 0 0.00 5,118 -8.71 1.1252
2026-01-30 2025-12-31 13F JPMORGAN CHASE COM 46625H100 17,397 -164 -0.93 5,606 1.19 1.2412
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 17,561 322 1.87 5,539 10.85 1.3106
2025-07-28 2025-06-30 13F JPMORGAN CHASE COM 46625H100 17,239 -1,206 -6.54 4,998 10.46 1.3060
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 18,445 552 3.09 4,525 5.48 1.2286
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 17,893 0 0.00 4,289 13.71 1.1809
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 17,893 -300 -1.65 3,773 2.53 1.0371
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 18,193 131 0.73 3,680 1.71 1.1595
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 18,062 -135 -0.74 3,618 16.87 1.1659
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 18,197 -1,048 -5.45 3,095 8.79 1.1038
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 19,245 1,573 8.90 2,845 10.70 1.1137
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 17,672 15 0.08 2,570 11.74 0.9966
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 17,657 -9 -0.05 2,301 -2.91 0.9435
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 17,666 1,217 7.40 2,369 14.39 1.0211
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 16,449 65 0.40 2,071 12.25 0.9166
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 16,384 16,384 1,845 0.8377
2022-04-23 2022-03-31 13F JPMORGAN CHASE COM 46625H100 0 -16,795 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 16,795 -161 -0.95 2,659 -4.21 1.0133
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 117,565 100,609 18,616 1.0188
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 16,956 248 1.48 2,776 6.81 1.1743
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 16,708 -367 -2.15 2,599 0.66 1.1117
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 17,075 2,208 14.85 2,582 27.70 1.1598
2021-01-22 2020-12-31 13F JPMORGAN CHASE COM 46625H100 14,867 -70 -0.47 2,022 40.61 1.0102
2020-10-14 2020-09-30 13F JPMORGAN CHASE COM 46625H100 14,937 50 0.34 1,438 2.71 0.8162
2020-07-09 2020-06-30 13F JPMORGAN CHASE COM 46625H100 14,887 527 3.67 1,400 11.38 0.8546
2020-04-09 2020-03-31 13F JPMORGAN CHASE COM 46625H100 14,360 1,425 11.02 1,257 -29.70 0.9583
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 12,935 0 0.00 1,788 19.04 1.0914
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 12,935 -31 -0.24 1,502 2.04 0.9990
2019-07-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 12,966 47 0.36 1,472 12.54 1.0290
2019-04-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 12,919 470 3.78 1,308 7.65 0.9780
2019-01-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 12,449 383 3.17 1,215 -10.79 1.2884
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 12,066 0 0.00 1,362 -1.80 1.2230
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 12,066 0 0.00 1,387 2.14 1.2822
2018-04-17 2018-03-31 13F JPMORGAN CHASE COM 46625H100 12,066 1,352 12.62 1,358 12.14 1.3157
2018-02-05 2017-12-31 13F JPMORGAN CHASE COM 46625H100 10,714 10,714 1,211 1.1152
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.