JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership23,491 shares
Latest Disclosed Value $ 6,909,990
Triangle Securities Wealth Management reports 5.70% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 23,491 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,909,990 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 24,910 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.70% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 23,491 -1,419 -5.70 6,910 -13.92 1.5683
2026-01-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 24,910 -912 -3.53 8,027 -1.46 1.6922
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 25,822 3,191 14.10 8,145 24.14 1.8437
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 22,631 -3,709 -14.08 6,561 1.55 1.6145
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 26,340 -638 -2.36 6,461 -0.08 1.6620
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 26,978 -807 -2.90 6,467 10.38 1.6587
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 27,785 -458 -1.62 5,859 2.56 1.5142
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 28,243 -639 -2.21 5,712 -1.26 1.6132
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 28,882 -457 -1.56 5,785 15.93 1.6490
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 29,339 81 0.28 4,991 17.61 1.5517
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 29,258 -76 -0.26 4,243 -0.54 1.5089
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 29,334 -384 -1.29 4,266 10.18 1.4677
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 29,718 -679 -2.23 3,872 -5.00 1.3848
2023-01-11 2022-12-31 13F JPMORGAN CHASE COM 46625H100 30,397 -477 -1.54 4,076 26.35 1.4944
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 30,874 -548 -1.74 3,226 -8.82 1.3183
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 31,422 870 2.85 3,538 -15.05 1.3784
2022-04-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 30,552 -1,220 -3.84 4,165 -17.21 1.3943
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 31,772 -255 -0.80 5,031 -4.04 1.5745
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 32,027 -355 -1.10 5,243 4.09 1.7796
2021-07-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 32,382 -706 -2.13 5,037 0.00 1.7032
2021-04-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 33,088 -610 -1.81 5,037 17.63 1.8209
2021-01-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 33,698 -269 -0.79 4,282 30.95 1.6957
2020-10-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 33,967 271 0.80 3,270 3.19 1.4783
2020-07-08 2020-06-30 13F JPMORGAN CHASE COM 46625H100 33,696 666 2.02 3,169 6.56 1.5162
2020-04-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 33,030 2,168 7.02 2,974 -30.87 1.7141
2020-01-09 2019-12-31 13F JPMORGAN CHASE COM 46625H100 30,862 -319 -1.02 4,302 17.22 1.8643
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 31,181 -434 -1.37 3,670 2.86 1.7943
2019-07-10 2019-06-30 13F JPMORGAN CHASE COM 46625H100 31,615 -727 -2.25 3,568 8.98 1.8125
2019-04-10 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 32,342 -1,002 -3.01 3,274 0.58 1.7158
2019-04-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 32,342 3,274
2019-01-17 2018-12-31 13F JPMORGAN CHASE COM 46625H100 33,344 1,590 5.01 3,255 -9.15 1.9220
2018-10-04 2018-09-30 13F JPMORGAN CHASE COM 46625H100 31,754 -300 -0.94 3,583 7.28 1.9032
2018-07-12 2018-06-30 13F JPMORGAN CHASE COM 46625H100 32,054 -548 -1.68 3,340 -6.83 1.8665
2018-04-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 32,602 -1,510 -4.43 3,585 -1.73 2.0594
2018-01-10 2017-12-31 13F JPMORGAN CHASE COM 46625H100 34,112 -24 -0.07 3,648 11.90 2.0830
2017-10-11 2017-09-30 13F JPMORGAN CHASE COM 46625H100 34,136 -112 -0.33 3,260 4.15 1.9393
2017-07-06 2017-06-30 13F JPMORGAN CHASE COM 46625H100 34,248 -690 -1.97 3,130 1.99 2.0685
2017-04-05 2017-03-31 13F JPMORGAN CHASE COM 46625H100 34,938 -1,496 -4.11 3,069 -2.39 1.9584
2017-01-19 2016-12-31 13F JPMORGAN CHASE COM 46625H100 36,434 -1,904 -4.97 3,144 23.15 2.1004
2016-10-06 2016-09-30 13F JPMORGAN CHASE COM 46625H100 38,338 -664 -1.70 2,553 5.32 1.7657
2016-07-07 2016-06-30 13F JPMORGAN CHASE COM 46625H100 39,002 -5,916 -13.17 2,424 -8.87 1.8086
2016-04-08 2016-03-31 13F JPMORGAN CHASE COM 46625H100 44,918 2,261 5.30 2,660 -5.57 1.7352
2016-01-28 2015-12-31 13F JPMORGAN CHASE COM 46625H100 42,657 1 0.00 2,817 8.30 1.8877
2015-10-08 2015-09-30 13F JPMORGAN CHASE COM 46625H100 42,656 -12 -0.03 2,601 -10.03 1.9668
2015-07-15 2015-06-30 13F JPMORGAN CHASE COM 46625H100 42,668 -50 -0.12 2,891 11.71 2.0428
2015-04-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 42,718 40 0.09 2,588 -3.11 1.7919
2015-01-08 2014-12-31 13F JPMORGAN CHASE COM 46625H100 42,678 305 0.72 2,671 4.62 1.9009
2014-10-16 2014-09-30 13F JPMORGAN CHASE COM 46625H100 42,373 0 0.00 2,553 4.55 1.9619
2014-07-16 2014-06-30 13F JPMORGAN CHASE COM 46625H100 42,373 1,290 3.14 2,442 25.23 1.8709
2014-04-14 2014-03-31 13F JPMORGAN CHASE COM 46625H100 41,083 180 0.44 1,950 -18.48 1.7527
2014-01-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 40,903 68 0.17 2,392 13.31 1.9415
2013-10-08 2013-09-30 13F JPMORGAN CHASE COM 46625H100 40,835 -3,298 -7.47 2,111 -9.40 1.8394
2013-07-10 2013-06-30 13F JPMORGAN CHASE COM 46625H100 44,133 44,133 2,330 1.7230
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.