JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionXcel Wealth Management, LLC
Latest Disclosed Ownership38,501 shares
Latest Disclosed Value $ 11,325,454
Xcel Wealth Management, LLC reports 9.87% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Xcel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 38,501 shares of JPMorgan Chase & Co. (MX:JPM) valued at $11,325,454 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 42,717 shares of JPMorgan Chase & Co.. This represents a change in shares of -9.87% 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 38,501 -4,216 -9.87 11,325 -17.72 3.1325
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 42,717 -49 -0.11 13,764 2.04 3.5010
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 42,766 -343 -0.80 13,490 7.94 3.5064
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 43,109 -207 -0.48 12,498 17.62 3.5570
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 43,316 -8,867 -16.99 10,625 -15.05 3.3109
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 52,183 -1,010 -1.90 12,509 11.52 3.4665
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 53,193 -2,232 -4.03 11,216 0.05 3.2808
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 55,425 -6,085 -9.89 11,210 -9.01 3.5102
2024-04-22 2024-03-31 13F JPMORGAN CHASE COM 46625H100 61,510 -2,743 -4.27 12,320 12.73 3.8517
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 64,253 -685 -1.05 10,929 16.06 3.8326
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 64,938 -3,475 -5.08 9,417 -5.35 3.7158
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 68,413 -425 -0.62 9,950 10.91 3.1438
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 68,838 -199 -0.29 8,970 -3.10 3.1564
2023-02-15 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 69,037 -5,175 -6.97 9,258 19.37 3.6459
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 69,037 -5,175 9 3.6459
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 74,212 8,929 13.68 7,755 5.48 2.8876
2022-07-26 2022-06-30 13F JPMORGAN CHASE COM 46625H100 65,283 1,345 2.10 7,352 -15.65 2.6798
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 63,938 7,325 12.94 8,716 -2.78 2.3901
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 56,613 155 0.27 8,965 -3.00 2.3047
2021-10-21 2021-09-30 13F JPMORGAN CHASE COM 46625H100 56,458 722 1.30 9,242 6.61 2.6796
2021-07-15 2021-06-30 13F JPMORGAN CHASE COM 46625H100 55,736 -59 -0.11 8,669 2.06 2.6167
2021-04-15 2021-03-31 13F JPMORGAN CHASE COM 46625H100 55,795 1,596 2.94 8,494 23.33 3.0294
2021-01-13 2020-12-31 13F JPMORGAN CHASE COM 46625H100 54,199 -884 -1.60 6,887 29.89 2.9723
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 55,083 4,350 8.57 5,302 11.13 2.7261
2020-07-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 50,733 3,885 8.29 4,771 13.14 2.9596
2020-04-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 46,848 -5,387 -10.31 4,217 -42.08 3.8030
2020-01-09 2019-12-31 13F JPMORGAN CHASE COM 46625H100 52,235 -52 -0.10 7,281 18.33 6.0478
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 52,287 -635 -1.20 6,153 4.01 5.6977
2019-11-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 52,922 765 1.47 5,916 12.07 5.7977
2019-11-12 2019-03-31 13F JPMORGAN CHASE COM 46625H100 52,157 -2,566 -4.69 5,279 -1.18 5.4433
2019-11-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 54,723 54,723 5,342 6.5332
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.