JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWbh Advisory Inc
Latest Disclosed Ownership10,825 shares
Latest Disclosed Value $ 3,197,418
Wbh Advisory Inc reports 14.86% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Wbh Advisory Inc filed a 13F-HR form disclosing ownership of 10,825 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,197,418 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 12,714 shares of JPMorgan Chase & Co.. This represents a change in shares of -14.86% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,825 -1,889 -14.86 3,197 -21.95 0.2395
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 12,714 52 0.41 4,097 2.58 0.3033
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 12,662 73 0.58 3,994 9.43 0.3049
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 12,589 -1,436 -10.24 3,650 6.08 0.3111
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 14,025 616 4.59 3,440 7.03 0.3210
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 13,409 1,508 12.67 3,214 28.10 0.2983
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,901 -72 -0.60 2,509 3.63 0.2376
2024-07-11 2024-06-30 13F JPMORGAN CHASE COM 46625H100 11,973 -993 -7.66 2,422 -6.78 0.2451
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 12,966 -130 -0.99 2,597 16.61 0.2672
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 13,096 -320 -2.39 2,228 14.50 0.2478
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 13,416 71 0.53 1,946 0.26 0.2388
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 13,345 -270 -1.98 1,941 9.36 0.2300
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 13,615 -1,058 -7.21 1,774 15.72 0.2215
2022-10-18 2022-09-30 13F JPMORGAN CHASE COM 46625H100 14,673 -666 -4.34 1,533 -11.44 0.2212
2022-07-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 15,339 9 0.06 1,731 -8.46 0.2310
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 15,330 -697 -4.35 1,891 -25.49 0.2321
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 16,027 69 0.43 2,538 -2.83 0.2895
2021-10-25 2021-09-30 13F JPMORGAN CHASE COM 46625H100 15,958 27 0.17 2,612 8.11 0.3514
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 15,931 -3,565 -18.29 2,416 -18.60 0.3540
2021-04-19 2021-03-31 13F JPMORGAN CHASE COM 46625H100 19,496 5,416 38.47 2,968 55.07 0.4803
2021-01-21 2020-12-31 13F JPMORGAN CHASE COM 46625H100 14,080 -94 -0.66 1,914 40.32 0.3293
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 14,174 -450 -3.08 1,364 -0.80 0.2753
2020-08-05 2020-06-30 13F J P Morgan COM 46625H100 14,624 996 7.31 1,375 12.15 0.3328
2020-05-07 2020-03-31 13F J P Morgan COM 46625H100 13,628 -868 -5.99 1,226 -39.31 0.2875
2020-01-27 2019-12-31 13F J P Morgan COM 46625H100 14,496 -1,919 -11.69 2,020 4.61 0.4130
2019-10-25 2019-09-30 13F J P Morgan COM 46625H100 16,415 707 4.50 1,931 9.97 0.4336
2019-08-02 2019-06-30 13F J P Morgan COM 46625H100 15,708 32 0.20 1,756 10.72 0.4071
2019-04-22 2019-03-31 13F J P Morgan COM 46625H100 15,676 461 3.03 1,586 6.80 0.3772
2019-01-29 2018-12-31 13F J P Morgan COM 46625H100 15,215 806 5.59 1,485 -8.62 0.3605
2018-10-29 2018-09-30 13F J P Morgan COM 46625H100 14,409 -1,331 -8.46 1,625 -0.91 0.3939
2018-07-31 2018-06-30 13F J P Morgan COM 46625H100 15,740 779 5.21 1,640 -0.30 0.4251
2018-04-30 2018-03-31 13F J P Morgan COM 46625H100 14,961 522 3.62 1,645 6.54 0.4472
2018-01-31 2017-12-31 13F J P Morgan COM 46625H100 14,439 25 0.17 1,544 218.35 0.4118
2017-11-29 2017-09-30 13F J P Morgan COM 46625H100 14,414 -35 -0.24 485 -63.26 0.1353
2017-07-21 2017-06-30 13F J P Morgan COM 46625H100 14,449 25 0.17 1,320 4.18 0.3703
2017-04-21 2017-03-31 13F J P Morgan COM 46625H100 14,424 1,716 13.50 1,267 15.60 0.3795
2017-01-20 2016-12-31 13F J P Morgan COM 46625H100 12,708 173 1.38 1,096 31.41 0.3653
2016-10-24 2016-09-30 13F J P Morgan COM 46625H100 12,535 919 7.91 834 15.67 0.2854
2016-07-25 2016-06-30 13F J P Morgan COM 46625H100 11,616 -114 -0.97 721 3.89 0.2807
2016-04-15 2016-03-31 13F J P Morgan COM 46625H100 11,730 2,585 28.27 694 15.09 0.2323
2016-01-19 2015-12-31 13F J P Morgan COM 46625H100 9,145 0 0.00 603 8.26 0.2107
2015-10-15 2015-09-30 13F J P Morgan COM 46625H100 9,145 1 0.01 557 -10.02 0.2314
2015-07-20 2015-06-30 13F J P Morgan COM 46625H100 9,144 -200 -2.14 619 9.36 0.2433
2015-04-22 2015-03-31 13F J P Morgan COM 46625H100 9,344 -906 -8.84 566 -11.70 0.1588
2015-01-23 2014-12-31 13F J P Morgan COM 46625H100 10,250 1,000 10.81 641 15.08 0.2417
2014-10-17 2014-09-30 13F J P Morgan COM 46625H100 9,250 26 0.28 557 4.90 0.1957
2014-07-21 2014-06-30 13F J P Morgan COM 46625H100 9,224 -749 -7.51 531 -12.23 0.2008
2014-04-29 2014-03-31 13F J P Morgan COM 46625H100 9,973 -905 -8.32 605 -4.87 0.2407
2014-02-19 2013-12-31 13F/A-1 J P Morgan COM 46625H100 10,878 1,268 13.19 636 27.97 0.2562
2014-01-27 2013-12-31 13F J P Morgan COM 46625H100 10,878 636
2013-11-05 2013-09-30 13F J P Morgan COM 46625H100 9,610 -879 -8.38 497 -10.13 0.2225
2013-07-19 2013-06-30 13F J P Morgan COM 46625H100 10,489 10,489 553 0.2558
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.