JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWest Paces Advisors Inc.
Latest Disclosed Ownership10,954 shares
Latest Disclosed Value $ 3,222,229
West Paces Advisors Inc. reports 0.39% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - West Paces Advisors Inc. filed a 13F-HR form disclosing ownership of 10,954 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,222,229 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 10,997 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.39% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,954 -43 -0.39 3,222 -9.06 0.6242
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,997 40 0.37 3,543 2.52 0.6854
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,957 -293 -2.60 3,456 5.98 0.6879
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,250 -56 -0.50 3,261 17.60 0.6939
2025-04-15 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 11,306 106 0.95 2,773 3.32 0.6317
2025-02-14 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 11,200 -194 -1.70 2,685 11.74 0.6553
2024-10-15 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 11,394 545 5.02 2,403 9.48 0.5884
2024-07-17 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 10,849 551 5.35 2,194 6.40 0.5722
2024-04-15 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,298 1,549 17.70 2,063 38.58 0.5436
2024-01-30 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,749 29 0.33 1,488 17.72 0.4182
2023-12-18 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,720 -821 -8.60 1,265 -8.87 0.3961
2023-12-18 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,541 65 0.69 1,388 12.40 0.4089
2023-12-18 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,476 -184 -1.90 1,235 -4.71 0.3836
2023-12-18 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,660 -1,279 -11.69 1,295 13.30 0.4122
2023-12-19 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,939 -4,045 -27.00 1,143 -32.25 0.4063
2023-12-19 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 14,984 -2,686 -15.20 1,687 -29.94 0.5744
2023-12-19 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,670 -322 -1.79 2,409 -15.48 0.7513
2023-12-20 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,992 551 3.16 2,849 -0.18 0.8890
2023-12-20 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,441 -871 -4.76 2,855 0.21 1.0018
2023-12-20 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 18,312 -332 -1.78 2,848 0.35 1.0472
2023-12-20 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 18,644 1,151 6.58 2,838 27.72 1.1407
2023-12-20 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,493 -1,605 -8.40 2,223 20.89 0.9897
2023-12-20 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 19,098 -143 -0.74 1,839 1.60 0.9401
2023-12-20 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 19,241 476 2.54 1,810 7.10 0.9786
2023-12-21 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 18,765 -3,655 -16.30 1,689 -45.95 1.0722
2023-12-22 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 22,420 18 0.08 3,125 18.55 1.7003
2023-12-22 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 22,402 322 1.46 2,637 6.81 1.5753
2023-12-22 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 22,080 -631 -2.78 2,469 7.35 1.5413
2023-12-22 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 22,711 111 0.49 2,299 4.22 1.6102
2023-12-22 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 22,600 -432 -1.88 2,206 -15.09 1.7016
2023-12-21 2018-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 23,032 -610 -2.58 2,599 5.48 1.8705
2023-12-22 2018-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 23,642 209 0.89 2,464 -4.39 1.8419
2023-12-22 2018-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 23,433 -370 -1.55 2,577 1.22 1.9179
2023-12-22 2017-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 23,803 -877 -3.55 2,546 7.98 1.8840
2023-12-22 2017-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 24,680 1,577 6.83 2,357 11.65 1.7771
2023-12-22 2017-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 23,103 -1,079 -4.46 2,112 -0.61 1.6761
2023-12-22 2017-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 24,182 1,251 5.46 2,124 7.38 1.6939
2023-12-22 2016-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 22,931 22,931 1,979 1.8468
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.