JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership63,509 shares
Latest Disclosed Value $ 18,681,789
Wealthspire Advisors, LLC reports 33.79% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 63,509 shares of JPMorgan Chase & Co. (MX:JPM) valued at $18,681,789 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 95,917 shares of JPMorgan Chase & Co.. This represents a change in shares of -33.79% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 63,509 -32,408 -33.79 18,682 -39.56 0.1467
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 95,917 21,636 29.13 30,906 31.91 0.2460
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 74,281 -5,098 -6.42 23,431 1.82 0.1225
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 79,379 2,051 2.65 23,013 21.32 0.1293
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 77,328 -1,180 -1.50 18,969 0.79 0.1133
2025-02-04 2024-12-31 13F JP Morgan Chase COM 46625H100 78,508 1,587 2.06 18,819 16.03 0.1870
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 76,921 3,060 4.14 16,220 8.57 0.1650
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 73,861 22,350 43.39 14,939 44.80 0.1913
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 51,511 -3,024 -5.55 10,318 11.22 0.1376
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 54,535 5,241 10.63 9,276 29.77 0.1318
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 49,294 13,049 36.00 7,149 35.61 0.1180
2023-08-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 36,245 2,996 9.01 5,271 21.68 0.0862
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 33,249 -7,402 -18.21 4,333 -20.53 0.0744
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 40,651 6,510 19.07 5,451 52.77 0.0992
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 34,141 213 0.63 3,568 -6.62 0.0746
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 33,928 7,276 27.30 3,821 5.17 0.0799
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 26,652 -8,050 -23.20 3,633 -33.89 0.0817
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 34,702 -6,194 -15.15 5,495 -17.91 0.1216
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 40,896 15,110 58.60 6,694 66.89 0.1389
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 25,786 -32,593 -55.83 4,011 -54.87 0.1054
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 58,379 7,611 14.99 8,887 37.76 0.2109
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 50,768 23,150 83.82 6,451 142.61 0.1920
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 27,618 4,661 20.30 2,659 23.16 0.1581
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 22,957 -39,792 -63.41 2,159 -61.78 0.1504
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 62,749 50,143 397.77 5,649 221.51 0.2368
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 12,606 3,992 46.34 1,757 73.27 0.1279
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 8,614 5,073 143.26 1,014 156.06 0.0830
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,541 3,541 396 0.0345
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 0 -4,369 -100.00 0 -100.00
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,369 4,369 427 0.0411
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.