JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBell & Brown Wealth Advisors, Llc
Latest Disclosed Ownership32,348 shares
Latest Disclosed Value $ 9,515,434
Bell & Brown Wealth Advisors, Llc reports 1.37% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Bell & Brown Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 32,348 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,515,434 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 13, 2026 disclosing 32,798 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.37% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 32,348 -450 -1.37 9,515 -9.96 3.0865
2026-05-13 2025-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 32,798 -740 -2.21 10,568 -0.09 3.4012
2026-01-30 2025-12-31 13F JPMORGAN CHASE COM 46625H100 32,773 -765 10,560 3.4035
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 33,538 -445 -1.31 10,579 7.37 3.4637
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 33,983 52 0.15 9,853 18.37 3.5230
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 33,931 -49 -0.14 8,324 2.19 3.2458
2025-05-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 33,980 30 0.09 8,146 13.79 3.0314
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 33,950 78 0.23 7,159 4.45 2.7982
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 33,872 907 2.75 6,853 3.80 2.6254
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 32,965 -741 -2.20 6,603 15.16 2.8263
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 33,706 266 0.80 5,734 17.89 2.6617
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 33,440 731 2.23 4,864 14.10 2.4337
2023-04-14 2023-03-31 13F JPMORGAN CHASE COM 46625H100 32,709 -602 -1.81 4,262 -4.59 2.2710
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 33,311 734 2.25 4,467 31.23 2.4574
2022-10-26 2022-09-30 13F JPMORGAN CHASE COM 46625H100 32,577 -350 -1.06 3,404 -8.20 2.1016
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 32,927 -41 -0.12 3,708 -17.49 1.9824
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 32,968 528 1.63 4,494 -11.74 2.0356
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 32,440 1,263 4.05 5,092 -0.22 2.4581
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 31,177 891 2.94 5,103 67.75 2.7516
2020-10-23 2020-09-30 13F JPMORGAN CHASE COM 46625H100 30,286 2,159 7.68 3,042 10.70 2.1994
2020-08-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 28,127 1,183 4.39 2,748 13.69 2.1484
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 26,944 1,765 7.01 2,417 -29.62 2.2437
2020-01-17 2019-12-31 13F JPMORGAN CHASE COM 46625H100 25,179 -817 -3.14 3,434 13.75 2.5595
2019-10-09 2019-09-30 13F JPMORGAN CHASE COM 46625H100 25,996 174 0.67 3,019 4.57 2.4820
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 25,822 601 2.38 2,887 13.08 2.5439
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 25,221 496 2.01 2,553 5.76 2.3268
2019-02-22 2018-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 24,725 644 2.67 2,414 -8.04 2.5825
2019-02-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 63,280 39,199 6,177
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 24,081 -108 -0.45 2,625 4.13 2.4372
2018-07-31 2018-06-30 13F JPMORGAN CHASE COM 46625H100 24,189 323 1.35 2,521 -2.10 2.4889
2018-05-02 2018-03-31 13F JPMORGAN CHASE COM 46625H100 23,866 -297 -1.23 2,575 -0.35 2.7106
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 24,163 24,163 2,584 2.6776
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.