JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSelective Wealth Management, Inc.
Latest Disclosed Ownership1,787 shares
Latest Disclosed Value $ 552,712
Selective Wealth Management, Inc. reports 0.22% increase in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Selective Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 1,787 shares of JPMorgan Chase & Co. (MX:JPM) valued at $552,712 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 1,783 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.22% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,787 4 0.22 553 0.18 0.1638
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,783 -211 -10.58 551 -10.11 0.1721
2025-10-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,994 -274 -12.08 614 -4.52 0.1975
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,268 -98 -4.14 642 15.05 0.2344
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,366 17 0.72 559 -3.96 0.2431
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,349 2 0.09 581 17.61 0.2360
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,347 -502 -17.62 495 -16.41 0.2055
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,849 -32 -1.11 592 4.97 0.2606
2024-04-11 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,881 -98 -3.29 563 10.39 0.2447
2024-01-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,979 -454 -13.22 511 3.66 0.2572
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,433 -402 -10.48 492 -11.51 0.2703
2023-07-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,835 -928 -19.48 557 -13.53 0.2777
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,763 -2,060 -30.19 643 -9.82 0.3397
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,823 -5,404 -44.20 713 -48.22 0.3055
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 12,227 -173 -1.40 1,377 -18.52 0.4901
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 12,400 -2,472 -16.62 1,690 -28.24 0.6125
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 14,872 -611 -3.95 2,355 -7.06 0.9611
2021-10-27 2021-09-30 13F JPMORGAN CHASE COM 46625H100 15,483 -7,880 -33.73 2,534 -30.27 1.3428
2021-08-04 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 23,363 -4,531 -16.24 3,634 -14.41 2.8958
2021-07-08 2021-06-30 13F JPMORGAN CHASE COM 46625H100 27,894 0 4,246 3.8622
2021-04-09 2021-03-31 13F JPMORGAN CHASE COM 46625H100 27,894 -3,699 -11.71 4,246 5.75 3.8621
2021-01-22 2020-12-31 13F JPMORGAN CHASE COM 46625H100 31,593 3,001 10.50 4,015 45.84 2.5924
2020-10-21 2020-09-30 13F JPMORGAN CHASE COM 46625H100 28,592 212 0.75 2,753 3.15 2.1594
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 28,380 27,924 6,123.68 2,669 6,409.76 2.2113
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 456 0 0.00 41 -35.94 0.0642
2020-01-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 456 1 0.22 64 18.52 0.0774
2019-10-29 2019-09-30 13F JPMORGAN CHASE COM 46625H100 455 455 54 0.0743
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.