JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSpire Wealth Management
Latest Disclosed Ownership73,167 shares
Latest Disclosed Value $ 21,522,690
Spire Wealth Management reports 1.79% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Spire Wealth Management filed a 13F-HR form disclosing ownership of 73,167 shares of JPMorgan Chase & Co. (MX:JPM) valued at $21,522,690 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 74,497 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.79% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 73,167 -1,330 -1.79 21,523 -10.34 0.4638
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 74,497 1,450 1.99 24,005 4.18 0.8039
2025-10-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 73,047 6,528 9.81 23,041 21.07 0.7842
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 66,519 -32,643 -32.92 19,032 -21.76 0.6836
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 99,162 4,102 4.32 24,324 6.75 0.7787
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 95,060 911 0.97 22,787 14.78 0.7077
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 94,149 -4,332 -4.40 19,852 -0.25 0.6693
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 98,481 -10,466 -9.61 19,901 -49.27 0.7022
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 108,947 2,643 2.49 39,231 116.69 0.7122
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 106,304 6,591 6.61 18,105 25.20 0.5982
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 99,713 50,176 101.29 14,460 100.72 0.5505
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 49,537 -9,831 -16.56 7,205 -6.88 0.2660
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 59,368 19,772 49.93 7,736 154,620.00 0.3013
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 39,596 6,983 21.41 5 -99.85 0.2987
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 32,613 -28,566 -46.69 3,408 -50.53 0.2070
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 61,179 -25,323 -29.27 6,889 -41.68 0.2839
2022-04-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 86,502 -142,424 -62.21 11,813 -67.44 0.3163
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 228,926 28,233 14.07 36,276 9.63 0.8049
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 200,693 4,500 2.29 33,090 8.31 0.8766
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 196,193 -28,225 -12.58 30,552 -10.09 0.8267
2021-05-21 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 224,418 224,418 33,982 0.9040
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 8 8 1 0.0000
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.