JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPaulson Wealth Management Inc.
Latest Disclosed Ownership7,803 shares
Latest Disclosed Value $ 2,295,190
Paulson Wealth Management Inc. reports 3.65% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Paulson Wealth Management Inc. filed a 13F-HR form disclosing ownership of 7,803 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,295,190 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,099 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.65% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 7,803 -296 -3.65 2,295 -12.04 0.5379
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,099 -347 -4.11 2,610 -2.03 0.6028
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,446 -98 -1.15 2,664 7.55 0.6298
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,544 -21 -0.25 2,477 17.90 0.6413
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,565 -60 -0.70 2,101 1.60 0.5914
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,625 -1,269 -12.83 2,067 -0.91 0.5642
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 9,894 -26 -0.26 2,086 3.99 0.5582
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,920 -80 -0.80 2,006 0.15 0.5855
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,000 -95 -0.94 2,003 16.66 0.5890
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,095 -2,113 -17.31 1,717 -2.99 0.5502
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 12,208 1,604 15.13 1,770 14.79 0.6190
2023-08-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,604 1,231 13.13 1,542 26.29 0.5266
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,373 355 3.94 1,221 0.99 0.5430
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,018 283 3.24 1,209 32.42 0.5902
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 8,735 1,844 26.76 913 17.65 0.4916
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,891 288 4.36 776 -13.78 0.4088
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,603 -27 -0.41 900 -14.29 0.4106
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,630 -684 -9.35 1,050 -12.28 0.4691
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,314 -354 -4.62 1,197 0.34 0.5687
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,668 135 1.79 1,193 4.10 0.5772
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,533 816 12.15 1,146 34.19 0.5694
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,717 573 9.33 854 44.50 0.4975
2020-10-14 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,144 1,543 33.54 591 36.49 0.3817
2020-07-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,601 -382 -7.67 433 -4.20 0.3033
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,983 -291 -5.52 452 -38.00 0.3465
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,274 -1,874 -26.22 729 -13.32 0.5150
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,148 -387 -5.14 841 -4.10 0.6336
2019-07-30 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,535 -186 -2.41 877 12.15 0.6536
2019-04-24 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,721 295 3.97 782 2.36 0.5931
2019-01-23 2018-12-31 13F JPMORGAN CHASE COM 46625H100 7,426 381 5.41 764 3.10 0.6306
2018-10-26 2018-09-30 13F JPMORGAN CHASE COM 46625H100 7,045 964 15.85 741 16.88 0.6647
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,081 -950 -13.51 634 -17.98 0.6261
2018-05-02 2018-03-31 13F JPMORGAN CHASE COM 46625H100 7,031 24 0.34 773 3.20 0.7694
2018-02-28 2017-12-31 13F JPMORGAN CHASE COM 46625H100 7,007 7,007 749 0.6575
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.