JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWaterfront Wealth Inc.
Latest Disclosed Ownership8,098 shares
Latest Disclosed Value $ 2,382,062
Waterfront Wealth Inc. reports 18.42% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Waterfront Wealth Inc. filed a 13F-HR form disclosing ownership of 8,098 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,382,062 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 9,927 shares of JPMorgan Chase & Co.. This represents a change in shares of -18.42% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,098 -1,829 -18.42 2,382 -20.01 0.4374
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,927 13 0.13 2,978 2.37 0.5658
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,914 297 3.09 2,909 4.34 0.5958
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,617 -113 -1.16 2,788 16.85 0.6250
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 9,730 39 0.40 2,387 2.71 0.5822
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 9,691 317 3.38 2,323 10.83 0.5660
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 9,374 303 3.34 2,097 14.29 0.5138
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,071 163 1.83 1,835 6.44 0.4976
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 8,908 29 0.33 1,723 14.11 0.4821
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 8,879 145 1.66 1,510 22.47 0.4453
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 8,734 189 2.21 1,233 -8.40 0.4036
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,545 822 10.64 1,347 33.80 0.4002
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,723 266 3.57 1,006 -3.82 0.3288
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,457 -139 -1.83 1,046 9.53 0.3595
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,596 1,879 32.87 955 48.29 0.3634
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,717 1,903 49.90 644 27.27 0.2602
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,814 1,794 88.81 506 58.13 0.1791
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,020 734 57.08 320 51.66 0.1267
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,286 1,286 211 0.1019
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.