JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionIntegris Wealth Management, LLC
Latest Disclosed Ownership2,128 shares
Latest Disclosed Value $ 626,109
Integris Wealth Management, LLC reports 7.20% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 10, 2026 - Integris Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,128 shares of JPMorgan Chase & Co. (MX:JPM) valued at $626,109 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 2,293 shares of JPMorgan Chase & Co.. This represents a change in shares of -7.20% 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)
2026-04-10 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,128 -165 -7.20 626 -15.29 0.1439
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,293 -506 -18.08 739 -16.31 0.1682
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,799 -29 -1.03 883 7.68 0.2148
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,828 19 0.68 820 19.01 0.2139
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,809 -96 -3.30 689 -1.01 0.1966
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,905 230 8.60 696 23.40 0.1964
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,675 273 11.37 564 16.29 0.1575
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,402 -130 -5.13 486 -4.34 0.1403
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,532 -246 -8.86 507 7.42 0.1402
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,778 599 27.49 473 49.84 0.1399
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,179 91 4.36 316 3.96 0.1036
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,088 -202 -8.82 304 1.68 0.1074
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,290 125 5.77 298 2.76 0.1096
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,165 2,165 290 0.1133
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.