JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMA Private Wealth
Latest Disclosed Ownership737 shares
Latest Disclosed Value $ 216,796
MA Private Wealth reports 2.22% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - MA Private Wealth filed a 13F-HR form disclosing ownership of 737 shares of JPMorgan Chase & Co. (MX:JPM) valued at $216,796 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 721 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.22% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 737 16 2.22 217 -6.90 0.0367
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 721 -379 -34.45 232 -32.95 0.0388
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,100 7 0.64 347 9.49 0.0583
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,093 0 0.00 317 17.91 0.0567
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,093 0 0.00 268 2.29 0.0504
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,093 -15 -1.35 262 12.45 0.0490
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,108 15 1.37 234 5.43 0.0437
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,093 0 0.00 221 1.38 0.0437
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,093 1,093 219 0.0444
2022-07-14 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,694 -100.00 0 -100.00
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,694 6 0.36 231 -13.48 0.0421
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,688 97 6.10 267 2.69 0.0479
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,591 5 0.32 260 5.26 0.0511
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,586 6 0.38 247 2.49 0.0491
2021-04-26 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,580 1,580 241 0.0502
2021-01-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 0 -3,347 -100.00 0 -100.00
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,347 8 0.24 322 2.55 0.0760
2020-07-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,339 8 0.24 314 4.67 0.0785
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,331 3,331 300 0.0882
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 0 -3,631 -100.00 0 -100.00
2019-10-10 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,631 -278 -7.11 427 -2.29 0.1200
2019-07-17 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,909 12 0.31 437 10.63 0.1274
2019-04-24 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,897 -472 -10.80 395 -7.28 0.1254
2019-02-08 2018-12-31 13F JPMORGAN CHASE &CO COM 46625H100 4,369 4,369 426 0.1616
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.