JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAngeles Wealth Management, Llc
Latest Disclosed Ownership35,718 shares
Latest Disclosed Value $ 10,506,894
Angeles Wealth Management, Llc reports 5.24% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Angeles Wealth Management, Llc filed a 13F-HR form disclosing ownership of 35,718 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,506,894 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 33,940 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.24% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 35,718 1,778 5.24 10,507 -3.93 0.5716
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 33,940 5,193 18.06 10,936 20.61 0.6030
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 28,747 10,893 61.01 9,068 75.17 0.5560
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 17,854 -133 -0.74 5,176 17.32 0.3550
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 17,987 47 0.26 4,412 2.60 0.3666
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 17,940 3,201 21.72 4,300 38.40 0.3544
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 14,739 656 4.66 3,108 9.09 0.2677
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 14,083 2,228 18.79 2,848 19.97 0.2673
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,855 1,306 12.38 2,375 32.33 0.2375
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,549 287 2.80 1,794 20.56 0.2186
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 10,262 1,855 22.06 1,488 21.77 0.2102
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,407 257 3.15 1,223 15.07 0.1667
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,150 1,089 15.42 1,062 12.26 0.1580
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,061 1,058 17.62 947 50.88 0.1657
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,003 1,486 32.90 627 23.18 0.1241
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,517 -122 -2.63 509 -19.46 0.1017
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,639 4,639 632 0.1196
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.