JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership197,560 shares
Latest Disclosed Value $ 58,114,271
Integrated Wealth Concepts LLC reports 66.82% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 197,560 shares of JPMorgan Chase & Co. (MX:JPM) valued at $58,114,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 118,424 shares of JPMorgan Chase & Co.. This represents a change in shares of 66.82% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE Common Stock 46625H100 197,560 79,136 66.82 58,114 52.30 0.4635
2026-02-13 2025-12-31 13F JPMORGAN CHASE Common Stock 46625H100 118,424 -71,456 -37.63 38,159 -36.29 0.4533
2025-11-14 2025-09-30 13F JPMORGAN CHASE Common Stock 46625H100 189,880 5,068 2.74 59,894 11.79 0.5356
2025-08-14 2025-06-30 13F JPMORGAN CHASE Common Stock 46625H100 184,812 15,354 9.06 53,579 28.89 0.5375
2025-05-15 2025-03-31 13F JPMORGAN CHASE Common Stock 46625H100 169,458 7,909 4.90 41,568 7.34 0.4848
2025-02-14 2024-12-31 13F JPMORGAN CHASE Common Stock 46625H100 161,549 15,079 10.29 38,725 25.39 0.4500
2024-11-14 2024-09-30 13F JPMORGAN CHASE Common Stock 46625H100 146,470 2,189 1.52 30,885 5.83 0.3764
2024-08-14 2024-06-30 13F JPMORGAN CHASE Common Stock 46625H100 144,281 4,535 3.25 29,182 4.25 0.3986
2024-05-15 2024-03-31 13F JPMORGAN CHASE Common Stock 46625H100 139,746 7,601 5.75 27,993 24.54 0.4056
2024-02-13 2023-12-31 13F JPMORGAN CHASE Common Stock 46625H100 132,145 21,472 19.40 22,478 40.05 0.3682
2023-11-15 2023-09-30 13F JPMORGAN CHASE Common Stock 46625H100 110,673 965 0.88 16,050 0.59 0.2831
2023-08-15 2023-06-30 13F JPMORGAN CHASE Common Stock 46625H100 109,708 8,918 8.85 15,956 122,630.77 0.2734
2023-05-03 2023-03-31 13F JP Morgan Chase Common Stock 46625H100 100,790 33,091 48.88 13 44.44 0.2707
2023-02-13 2022-12-31 13F JPMORGAN CHASE Common Stock 46625H100 67,699 -3,543 -4.97 9 -99.88 0.2467
2022-11-14 2022-09-30 13F JPMORGAN CHASE Common Stock 46625H100 71,242 -130 -0.18 7,445 -7.37 0.2379
2022-08-08 2022-06-30 13F JPMORGAN CHASE Common Stock 46625H100 71,372 -1,516 -2.08 8,037 -19.11 0.2503
2022-05-12 2022-03-31 13F JPMORGAN CHASE Common Stock 46625H100 72,888 6,956 10.55 9,936 -4.83 0.3037
2022-02-15 2021-12-31 13F JPMORGAN CHASE Common Stock 46625H100 65,932 3,920 6.32 10,440 2.85 0.3104
2021-11-15 2021-09-30 13F JPMORGAN CHASE Common Stock 46625H100 62,012 14,487 30.48 10,151 37.32 0.3303
2021-08-13 2021-06-30 13F JPMORGAN CHASE Common Stock 46625H100 47,525 4,731 11.06 7,392 13.48 0.2619
2021-05-13 2021-03-31 13F JPMORGAN CHASE Common Stock 46625H100 42,794 2,974 7.47 6,514 28.74 0.2674
2021-02-12 2020-12-31 13F JPMORGAN CHASE Common Stock 46625H100 39,820 3,492 9.61 5,060 44.70 0.2394
2020-11-13 2020-09-30 13F JPMORGAN CHASE Common Stock 46625H100 36,328 3,282 9.93 3,497 12.52 0.2156
2020-07-30 2020-06-30 13F JPMORGAN CHASE Common Stock 46625H100 33,046 2,616 8.60 3,108 13.43 0.2236
2020-05-18 2020-03-31 13F JPMORGAN CHASE Common Stock 46625H100 30,430 8,535 38.98 2,740 -10.22 0.2531
2020-02-20 2019-12-31 13F JPMORGAN CHASE Common Stock 46625H100 21,895 7,063 47.62 3,052 74.80 0.2575
2019-11-15 2019-09-30 13F JPMORGAN CHASE Common Stock 46625H100 14,832 22 0.15 1,746 13.08 0.1964
2019-08-15 2019-06-30 13F JPMORGAN CHASE Common Stock 46625H100 14,810 3,996 36.95 1,544 41.00 0.2022
2019-05-15 2019-03-31 13F JPMORGAN CHASE Common Stock 46625H100 10,814 1,354 14.31 1,095 18.63 0.1854
2019-02-14 2018-12-31 13F JPMORGAN CHASE Common Stock 46625H100 9,460 1,111 13.31 923 -2.64 0.2508
2018-11-13 2018-09-30 13F JPMORGAN CHASE Common Stock 46625H100 8,349 -107 -1.27 948 6.64 0.2864
2018-07-26 2018-06-30 13F JPMORGAN CHASE Common Stock 46625H100 8,456 179 2.16 889 -0.45 0.3034
2018-05-15 2018-03-31 13F JPMORGAN CHASE Common Stock 46625H100 8,277 310 3.89 893 3.36 0.3580
2018-05-15 2017-12-31 13F JPMORGAN CHASE Common Stock 46625H100 7,967 7,967 864 0.3696
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.