JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAbundance Wealth Counselors
Latest Disclosed Ownership14,170 shares
Latest Disclosed Value $ 4,168,247
Abundance Wealth Counselors reports 8.09% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Abundance Wealth Counselors filed a 13F-HR form disclosing ownership of 14,170 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,168,247 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 13,110 shares of JPMorgan Chase & Co.. This represents a change in shares of 8.09% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 14,170 1,060 8.09 4,168 -1.33 0.5978
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 13,110 75 0.58 4,224 2.75 0.7133
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 13,035 -1,060 -7.52 4,112 136,933.33 0.7047
2025-07-21 2025-06-30 13F JPMORGAN CHASE COM 46625H100 14,095 -18 -0.13 4 0.00 0.7426
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 14,113 345 2.51 3 0.00 0.7124
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 13,768 56 0.41 3 50.00 0.7182
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 13,712 -598 -4.18 3 0.00 0.5985
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 14,310 -1,547 -9.76 3 -33.33 1.3321
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 15,857 -65 -0.41 3 50.00 0.7310
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 15,922 -11 -0.07 3 0.00 0.7038
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,933 -806 -4.82 2 0.00 0.6601
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 16,739 207 1.25 2 0.00 1.2596
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 16,532 -20 -0.12 2 0.00 0.5446
2023-02-09 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 16,552 441 2.74 2 -99.88 0.6042
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 14,335 -1,776 2 0.5659
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 16,111 5 0.03 1,684 -7.17 0.4814
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 16,106 314 1.99 1,814 -15.75 0.4919
2022-04-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 15,792 1,964 14.20 2,153 -1.69 0.5849
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 13,828 324 2.40 2,190 -0.90 0.5613
2021-11-04 2021-09-30 13F JPMORGAN CHASE COM 46625H100 13,504 119 0.89 2,210 6.15 1.2911
2021-07-26 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 13,385 592 4.63 2,082 6.93 0.5379
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,081,903 2,069,110 13 0.3041
2021-05-06 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 12,793 621 5.10 1,947 25.86 0.4839
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 20 -12,152 6 0.0237
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 12,172 -521 -4.10 1,547 26.60 0.3883
2020-11-04 2020-09-30 13F JPMORGAN CHASE COM 46625H100 12,693 1,653 14.97 1,222 17.73 0.3520
2020-07-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 11,040 7,144 183.37 1,038 195.73 0.3156
2020-04-10 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,896 620 18.93 351 -23.19 0.1218
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,276 0 0.00 457 18.39 0.1273
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,276 900 37.88 386 45.11 0.1175
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,376 2,376 266 0.0828
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.