JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWESPAC Advisors, LLC
Latest Disclosed Ownership1,389 shares
Latest Disclosed Value $ 408,588
WESPAC Advisors, LLC reports 26.27% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - WESPAC Advisors, LLC filed a 13F-HR form disclosing ownership of 1,389 shares of JPMorgan Chase & Co. (MX:JPM) valued at $408,588 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,884 shares of JPMorgan Chase & Co.. This represents a change in shares of -26.27% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,389 -495 -26.27 409 -32.78 0.2237
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,884 -122 -6.08 607 -3.96 0.3292
2025-10-27 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,006 -354 -15.00 633 -7.60 0.3697
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,360 1 0.04 684 18.34 0.4786
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,359 -4,324 -64.70 579 -63.92 0.4715
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,683 4,993 295.44 1,602 350.00 1.1788
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,690 2 0.12 356 4.40 0.2637
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,688 -57 -3.27 341 -2.29 0.2672
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,745 -158 -8.30 350 8.05 0.2035
2024-01-26 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,903 -45 -2.31 324 14.54 0.2248
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,948 0 0.00 282 -0.35 0.2113
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,948 -290 -12.96 283 -2.75 0.2270
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,238 -6,890 -75.48 292 -76.23 0.2744
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,128 84 0.93 1,224 29.52 2.1197
2022-10-18 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,044 9,044 945 1.2723
2022-07-30 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,689 -100.00 0 -100.00
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,689 -15,084 -89.93 230 -91.34 0.2489
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 16,773 -2,629 -13.55 2,656 -16.37 1.7781
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 19,402 11,894 158.42 3,176 171.92 1.9583
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,508 -11,150 -59.76 1,168 -58.87 2.2355
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 18,658 -2,112 -10.17 2,840 7.62 2.1222
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 20,770 3,732 21.90 2,639 60.91 2.0374
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 17,038 -9,067 -34.73 1,640 -33.20 2.0311
2020-07-22 2020-06-30 13F JPMORGAN CHASE COM 46625H100 26,105 26,105 2,455 2.7852
2020-04-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,917 -100.00 0 -100.00
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,917 1,917 267 0.2616
2019-01-31 2018-12-31 13F JPMORGAN CHASE COM 46625H100 0 -7,058 -100.00 0 -100.00
2018-11-02 2018-09-30 13F JPMORGAN CHASE COM 46625H100 7,058 1,642 30.32 796 41.13 0.4644
2018-08-08 2018-06-30 13F JPMORGAN CHASE COM 46625H100 5,416 -1,462 -21.26 564 -25.40 0.5819
2018-05-08 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,878 2,976 76.27 756 81.29 0.4616
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,902 -3,446 -46.90 417 -40.60 0.3869
2017-10-24 2017-09-30 13F JPMORGAN CHASE COM 46625H100 7,348 134 1.86 702 6.53 0.4631
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 7,214 7,214 659 0.4507
2017-02-01 2016-12-31 13F JPMORGAN CHASE COM 46625H100 0 -20,529 -100.00 0 -100.00
2016-10-17 2016-09-30 13F JPMORGAN CHASE COM 46625H100 20,529 -1,718 -7.72 1,367 -1.09 1.5444
2016-07-26 2016-06-30 13F JPMORGAN CHASE COM 46625H100 22,247 2,914 15.07 1,382 20.70 1.4289
2016-04-25 2016-03-31 13F JPMORGAN CHASE COM 46625H100 19,333 19,333 1,145 1.4237
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.