JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBeirne Wealth Consulting Services, LLC
Latest Disclosed Ownership2,386 shares
Latest Disclosed Value $ 701,866
Beirne Wealth Consulting Services, LLC reports 0.17% increase in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Beirne Wealth Consulting Services, LLC filed a 13F-HR form disclosing ownership of 2,386 shares of JPMorgan Chase & Co. (MX:JPM) valued at $701,866 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 2,382 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.17% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,386 4 0.17 702 -8.60 0.1985
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,382 -2,674 -52.89 768 -51.91 0.2223
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,056 3,029 149.43 1,595 171.72 0.3828
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,027 0 0.00 588 18.11 0.1906
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,027 0 0.00 497 2.47 0.1771
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,027 0 0.00 486 13.58 0.1752
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,027 0 0.00 427 4.40 0.1501
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,027 0 0.00 410 0.74 0.1653
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,027 -2,137 -51.32 406 -42.66 0.1721
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,164 1,995 91.98 709 124.76 0.3509
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,169 0 0.00 315 0.00 0.2514
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,169 0 0.00 315 11.70 0.2514
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,169 47 2.21 283 -0.70 0.1984
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,122 -34 -1.58 285 26.22 0.1400
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,156 -53 -2.40 225 -9.64 0.0855
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,209 -310 -12.31 249 -27.41 0.1626
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,519 10 0.40 343 -14.04 0.1912
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,509 0 0.00 399 -2.92 0.2183
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,509 730 41.03 411 48.38 0.2340
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,779 0 0.00 277 2.21 0.1522
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,779 -2,677 -60.08 271 -52.12 0.1591
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,456 560 14.37 566 50.93 0.2800
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,896 3,896 375 0.2189
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -2,135 -100.00 0 -100.00
2020-01-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,135 -951 -30.82 298 -17.91 0.2624
2019-11-07 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,086 0 0.00 363 5.22 0.3019
2019-07-25 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,086 -4,036 -56.67 345 -52.15 0.3095
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,122 316 4.64 721 8.58 0.5664
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,806 6,806 664 0.5650
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.