JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBrown Wealth Management, Llc
Latest Disclosed Ownership4,852 shares
Latest Disclosed Value $ 1,427,270
Brown Wealth Management, Llc reports 51.11% increase in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - Brown Wealth Management, Llc filed a 13F-HR form disclosing ownership of 4,852 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,427,270 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,211 shares of JPMorgan Chase & Co.. This represents a change in shares of 51.11% 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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,852 1,641 51.11 1,427 38.01 0.3666
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,211 238 8.01 1,035 10.35 0.2722
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,973 167 5.95 938 15.25 0.2634
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,806 446 18.90 813 40.66 0.2527
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,360 55 2.39 579 4.71 0.1991
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,305 -223 -8.82 553 3.56 0.1959
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,528 -114 -4.31 533 -0.19 0.1924
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,642 13 0.49 534 1.52 0.2154
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,629 0 0.00 527 17.67 0.2178
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,629 -32 -1.20 447 16.10 0.1979
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,661 -835 -23.88 386 -24.21 0.1837
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,496 3,496 508 0.2629
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.