JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership20,931 shares
Latest Disclosed Value $ 6,157,103
IMA Wealth, Inc. reports 3.16% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 20,931 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,157,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 21,614 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.16% 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)
2026-05-06 2026-03-31 13F JPMorgan Chase Common Stock 46625H100 20,931 -683 -3.16 6,157 -11.59 0.6011
2026-02-11 2025-12-31 13F JPMorgan Chase Common Stock 46625H100 21,614 -606 -2.73 6,964 -0.63 0.6688
2025-11-06 2025-09-30 13F JPMorgan Chase Common Stock 46625H100 22,220 -276 -1.23 7,009 7.47 0.7062
2025-08-08 2025-06-30 13F JPMorgan Chase Common Stock 46625H100 22,496 216 0.97 6,522 19.32 0.6991
2025-05-06 2025-03-31 13F JPMorgan Chase Common Stock 46625H100 22,280 -658 -2.87 5,465 -0.60 0.6483
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 22,938 -591 -2.51 5,498 10.82 0.6621
2024-11-14 2024-09-30 13F JPMorgan Chase Common Stock 46625H100 23,529 719 3.15 4,961 7.54 1.0799
2024-08-06 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 22,810 -176 -0.77 4,614 0.20 2.0378
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 22,810 -176 4,614 1.0486
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 22,986 -2,175 -8.64 4,604 7.60 2.1769
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 25,161 -1,857 -6.87 4,280 9.21 2.1426
2023-11-28 2023-09-30 13F JPMORGAN CHASE COM 46625H100 27,018 -506 -1.84 3,918 -2.12 1.0125
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 27,524 -17 -0.06 4,003 11.57 1.0285
2023-05-16 2023-03-31 13F JPMORGAN CHASE COM 46625H100 27,541 3,362 13.90 3,589 10.67 0.9256
2023-02-16 2022-12-31 13F JPMORGAN CHASE COM 46625H100 24,179 -10,710 -30.70 3,242 -11.08 0.8583
2022-11-15 2022-09-30 13F JPMORGAN CHASE COM 46625H100 34,889 -2,207 -5.95 3,646 -12.71 0.9794
2022-08-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 37,096 3,942 11.89 4,177 -7.59 1.0222
2022-06-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 33,154 7,298 28.23 4,520 10.41 1.0375
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 25,856 1,008 4.06 4,094 0.66 0.9040
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 24,848 736 3.05 4,067 8.45 0.9607
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 24,112 3,945 19.56 3,750 22.15 0.8763
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 20,167 -6,517 -24.42 3,070 -9.47 0.7521
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 26,684 9,026 51.12 3,391 99.47 0.9507
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 17,658 -4,412 -19.99 1,700 -18.11 0.5700
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 22,070 37 0.17 2,076 4.64 0.7506
2020-04-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 22,033 -10,251 -31.75 1,984 -55.91 0.8732
2020-02-24 2019-12-31 13F JPMORGAN CHASE COM 46625H100 32,284 -6,150 -16.00 4,500 -0.51 1.6701
2019-10-29 2019-09-30 13F JPMORGAN CHASE COM 46625H100 38,434 1,808 4.94 4,523 10.45 1.7083
2019-07-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 36,626 1,380 3.92 4,095 14.77 1.5310
2019-05-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 35,246 6,594 23.01 3,568 27.57 1.3850
2019-01-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 28,652 -1,512 -5.01 2,797 -17.83 1.3050
2018-10-18 2018-09-30 13F JPMORGAN CHASE COM 46625H100 30,164 6,065 25.17 3,404 35.56 1.3311
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 24,099 -42 -0.17 2,511 -5.42 1.0461
2018-04-20 2018-03-31 13F JPMORGAN CHASE COM 46625H100 24,141 1,854 8.32 2,655 11.41 1.1817
2018-02-05 2017-12-31 13F JPMORGAN CHASE COM 46625H100 22,287 3,096 16.13 2,383 30.01 1.0662
2017-10-24 2017-09-30 13F JPMORGAN CHASE COM 46625H100 19,191 1,614 9.18 1,833 14.06 0.8504
2017-07-31 2017-06-30 13F JPMORGAN CHASE COM 46625H100 17,577 -2,536 -12.61 1,607 -9.05 0.7729
2017-06-06 2017-03-31 13F JPMORGAN CHASE COM 46625H100 20,113 2,631 15.05 1,767 17.10 0.8892
2017-03-30 2016-12-31 13F JPMorgan Chase COM 46625H100 17,482 -3,002 -14.66 1,509 10.63 0.9296
2016-12-07 2016-09-30 13F JPMorgan Chase COM 46625H100 20,484 280 1.39 1,364 8.69 0.7797
2016-12-08 2016-06-30 13F JPMorgan Chase COM 46625H100 20,204 -650 -3.12 1,255 3.89 0.7873
2016-12-08 2016-03-31 13F JPMorgan Chase COM 46625H100 20,854 -50 -0.24 1,208 -10.58 0.7007
2016-12-08 2015-12-31 13F JPMorgan Chase COM 46625H100 20,904 380 1.85 1,351 10.38 0.8201
2016-12-08 2015-09-30 13F JPMorgan Chase COM 46625H100 20,524 -690 -3.25 1,224 -14.82 0.7758
2015-07-24 2015-06-30 13F JPMorgan Chase COM 46625H100 21,214 -1,260 -5.61 1,437 5.58 0.6836
2015-04-14 2015-03-31 13F JPMorgan Chase COM 46625H100 22,474 215 0.97 1,361 -2.30 0.6616
2015-01-09 2014-12-31 13F JPMorgan Chase COM 46625H100 22,259 -545 -2.39 1,393 1.38 0.7197
2014-10-16 2014-09-30 13F JPMorgan Chase COM 46625H100 22,804 -210 -0.91 1,374 3.62 0.6486
2014-07-17 2014-06-30 13F JPMorgan Chase COM 46625H100 23,014 -530 -2.25 1,326 -7.21 0.6067
2014-04-15 2014-03-31 13F JPMorgan Chase COM 46625H100 23,544 -1,420 -5.69 1,429 -2.12 0.6679
2014-01-30 2013-12-31 13F JPMorgan Chase COM 46625H100 24,964 -330 -1.30 1,460 11.71 0.6944
2013-10-03 2013-09-30 13F JPMorgan Chase COM 46625H100 25,294 1,180 4.89 1,307 2.67 0.6414
2013-07-16 2013-06-30 13F JPMorgan Chase COM 46625H100 24,114 24,114 1,273 0.6913
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.