JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTrue Wealth Design, LLC
Latest Disclosed Ownership2,202 shares
Latest Disclosed Value $ 647,741
True Wealth Design, LLC reports 252.32% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - True Wealth Design, LLC filed a 13F-HR form disclosing ownership of 2,202 shares of JPMorgan Chase & Co. (MX:JPM) valued at $647,741 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 625 shares of JPMorgan Chase & Co.. This represents a change in shares of 252.32% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,202 1,577 252.32 648 221.89 0.1797
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 625 100 19.05 201 21.82 0.0590
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 525 110 26.51 166 37.50 0.0506
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 415 23 5.87 120 25.00 0.0424
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 392 133 51.35 96 54.84 0.0366
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 259 25 10.68 62 26.53 0.0241
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 234 -100 -29.94 49 -26.87 0.0192
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 334 0 0.00 67 1.52 0.0167
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 334 -53 -13.70 67 1.54 0.0167
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 387 33 9.32 66 27.45 0.0185
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 354 -211 -37.35 51 -37.80 0.0172
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 565 -68 -10.74 82 0.00 0.0300
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 633 68 12.04 82 9.33 0.0346
2023-02-15 2022-12-31 13F JPMORGAN CHASE COM 46625H100 565 565 76 0.0350
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.