JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership369,745 shares
Latest Disclosed Value $ 108,764,189
Wealthfront Advisers Llc reports 2.77% increase in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 369,745 shares of JPMorgan Chase & Co. (MX:JPM) valued at $108,764,189 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 359,778 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.77% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 369,745 9,967 2.77 108,764 -6.18 0.2387
2026-01-30 2025-12-31 13F JPMORGAN CHASE COM 46625H100 359,778 1,879 0.53 115,928 2.69 0.2591
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 357,899 6,415 1.83 112,892 10.79 0.2650
2025-07-31 2025-06-30 13F JPMORGAN CHASE COM 46625H100 351,484 33,493 10.53 101,899 30.63 0.2624
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 317,991 28,829 9.97 78,003 12.53 0.2094
2025-04-01 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 289,162 16,746 6.15 69,315 20.67 0.2025
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 272,416 1,507 0.56 57,442 4.83 0.1766
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 270,909 6,103 2.30 54,794 3.31 0.1844
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 264,806 1,494 0.57 53,040 18.42 0.1856
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 263,312 12,273 4.89 44,789 23.03 0.1720
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 251,039 3,044 1.23 36,406 0.93 0.1567
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 247,995 -87 -0.04 36,068 11.57 0.1529
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 248,082 3,661 1.50 32,328 -1.37 0.1469
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 244,421 17,081 7.51 32,777 37.96 0.1588
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 227,340 12,055 5.60 23,757 -2.00 0.1263
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 215,285 26,786 14.21 24,243 -5.65 0.1218
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 188,499 -15,627 -7.66 25,696 -20.50 0.1126
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 204,126 5,206 2.62 32,323 -0.73 0.1367
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 198,920 22,238 12.59 32,561 18.49 0.1509
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 176,682 3,121 1.80 27,481 4.01 0.1305
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 173,561 13,894 8.70 26,421 30.22 0.1415
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 159,667 18,857 13.39 20,289 49.67 0.1220
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 140,810 5,673 4.20 13,556 6.65 0.0969
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 135,137 7,869 6.18 12,711 10.94 0.0986
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 127,268 -32,683 -20.43 11,458 -48.61 0.1041
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 159,951 11,095 7.45 22,297 27.27 0.1654
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 148,856 -463 -0.31 17,519 4.94 0.1469
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 149,319 13,867 10.24 16,694 21.75 0.1450
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 135,452 -5,015 -3.57 13,712 0.00 0.1271
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 140,467 140,467 13,712 0.1458
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.