JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCahaba Wealth Management, Inc.
Latest Disclosed Ownership2,752 shares
Latest Disclosed Value $ 809,615
Cahaba Wealth Management, Inc. reports 8.99% increase in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Cahaba Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 2,752 shares of JPMorgan Chase & Co. (MX:JPM) valued at $809,615 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 2,525 shares of JPMorgan Chase & Co.. This represents a change in shares of 8.99% 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 2,752 227 8.99 810 -0.49 0.0550
2026-01-07 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,525 -20 -0.79 814 1.37 0.0566
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,545 45 1.80 803 10.77 0.0581
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,500 -115 -4.40 725 12.95 0.0563
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,615 -16 -0.61 641 1.75 0.0531
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,631 2 0.08 631 13.72 0.0522
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,629 -241 -8.40 554 -4.48 0.0457
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,870 -367 -11.34 580 -10.49 0.0512
2024-04-22 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,237 -44 -1.34 648 16.13 0.0590
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,281 -8 -0.24 558 17.23 0.0553
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,289 -341 -9.39 477 -9.68 0.0525
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,630 -35 -0.95 528 10.48 0.0571
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,665 -5 -0.14 478 -3.05 0.0546
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,670 -93 -2.47 492 25.19 0.0611
2022-10-19 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,763 142 3.92 393 -3.44 0.0543
2022-07-19 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,621 260 7.74 407 1.50 0.0581
2022-05-05 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 3,361 790 30.73 401 -1.47 0.0551
2022-02-01 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,571 379 17.29 407 13.69 0.0540
2021-10-15 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,192 678 44.78 358 55.65 0.0527
2021-08-10 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,514 0 0.00 230 0.00 0.0357
2021-05-06 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,514 -558 -26.93 230 -16.97 0.0357
2021-02-10 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,072 2,072 277 0.0456
2020-04-30 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 0 -1,462 -100.00 0 -100.00
2020-02-10 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,462 1,462 203 0.0450
2019-01-14 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 0 -1,766 -100.00 0 -100.00
2018-10-04 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,766 1,766 200 0.0655
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.