JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAlpha Omega Wealth Management LLC
Latest Disclosed Ownership31,209 shares
Latest Disclosed Value $ 9,180,349
Alpha Omega Wealth Management LLC reports 1.20% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Alpha Omega Wealth Management LLC filed a 13F-HR form disclosing ownership of 31,209 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,180,349 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 31,587 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.20% 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)
2026-04-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 31,209 -378 -1.20 9,180 -9.80 1.4885
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 31,587 -1,330 -4.04 10,178 -1.98 1.6884
2025-10-22 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 32,917 -2,312 -6.56 10,383 1.66 1.7277
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 32,917 10,383
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 35,229 -1,761 -4.76 10,213 12.56 1.8289
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 36,990 -1,697 -4.39 9,074 -2.16 1.7341
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 38,687 -330 -0.85 9,274 12.71 1.7580
2024-10-03 2024-09-30 13F JPMORGAN CHASE COM 46625H100 39,017 -944 -2.36 8,227 1.79 1.5103
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 39,961 -406 -1.01 8,083 -0.04 1.5447
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 40,367 -1,806 -4.28 8,086 12.71 1.5017
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 42,173 -530 -1.24 7,174 15.84 1.1879
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 42,703 -678 -1.56 6,193 -1.85 1.0677
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 43,381 -1,498 -3.34 6,309 7.88 1.0659
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 44,879 -465 -1.03 5,848 -3.82 1.0104
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 45,344 26 0.06 6,081 28.38 1.0801
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 45,318 1,162 2.63 4,736 -4.75 0.9043
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 44,156 6,492 17.24 4,972 -3.16 0.8878
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 37,664 557 1.50 5,134 -17.75 0.8115
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 37,107 171 0.46 6,242 3.24 0.9593
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 36,936 -179 -0.48 6,046 4.73 0.9886
2021-07-01 2021-06-30 13F JPMORGAN CHASE COM 46625H100 37,115 -85 -0.23 5,773 1.94 0.9476
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 37,200 -372 -0.99 5,663 18.62 0.9905
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 37,572 -805 -2.10 4,774 29.20 0.8083
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 38,377 1,459 3.95 3,695 6.39 0.5214
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 36,918 -96 -0.26 3,473 4.23 0.5280
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 37,014 12,682 52.12 3,332 -1.77 0.6141
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 24,332 250 1.04 3,392 8.03 0.5446
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 24,082 20,771 627.33 3,140 748.65 0.5097
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,311 0 0.00 370 10.45 0.1572
2019-05-02 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,311 290 9.60 335 13.56 0.1504
2019-01-18 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,021 -300 -9.03 295 -21.33 0.1485
2018-11-01 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,321 0 0.00 375 8.38 0.1682
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,321 655 24.57 346 18.09 0.1696
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,666 80 3.09 293 5.78 0.1470
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,586 73 2.90 277 15.42 0.1357
2017-11-03 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,513 300 13.56 240 18.81 0.1197
2017-08-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 2,213 0 0.00 202 4.12 0.1038
2017-05-01 2017-03-31 13F JPMORGAN CHASE COM 46625H100 2,213 0 0.00 194 1.57 0.1033
2017-01-30 2016-12-31 13F JPMORGAN CHASE COM 46625H100 2,213 950 75.22 191 127.38 0.1009
2016-10-27 2016-09-30 13F JPMORGAN CHASE COM 46625H100 1,263 0 0.00 84 7.69 0.0668
2016-08-08 2016-06-30 13F JPMORGAN CHASE COM 46625H100 1,263 0 0.00 78 4.00 0.0658
2016-04-21 2016-03-31 13F JPMORGAN CHASE COM 46625H100 1,263 224 21.56 75 8.70 0.0625
2016-02-08 2015-12-31 13F JPMORGAN CHASE COM 46625H100 1,039 1,039 69 0.0604
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.