JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAmplius Wealth Advisors, LLC
Latest Disclosed Ownership5,560 shares
Latest Disclosed Value $ 1,635,398
Amplius Wealth Advisors, LLC reports 0.80% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Amplius Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 5,560 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,635,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 5,605 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.80% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,560 -45 -0.80 1,635 -9.42 0.1363
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,605 -966 -14.70 1,806 -12.89 0.1515
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,571 -3,078 -31.90 2,073 -25.92 0.1792
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,649 -1,489 -13.37 2,797 2.38 0.2602
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 11,138 -160 -1.42 2,732 0.89 0.2841
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 11,298 -1,068 -8.64 2,708 3.87 0.2777
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 12,366 179 1.47 2,607 5.80 0.2846
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 12,187 -2,250 -15.58 2,465 -14.77 0.2742
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 14,437 102 0.71 2,892 18.58 0.3241
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 14,335 134 0.94 2,438 18.41 0.2947
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 14,201 -3,173 -18.26 2,059 -18.49 0.2760
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 17,374 42 0.24 2,527 11.87 0.3403
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 17,332 91 0.53 2,259 -2.34 0.3239
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 17,241 997 6.14 2,312 36.24 0.3691
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 16,244 9,911 156.50 1,697 138.01 0.3034
2022-07-21 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 6,333 114 1.83 713 -15.82 0.1153
2022-05-09 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 6,219 -550 -8.13 847 -20.92 0.1303
2022-01-28 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 6,769 6,769 1,071 0.1478
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.