JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership65,637 shares
Latest Disclosed Value $ 19,307,839
BKD Wealth Advisors, LLC reports 1.25% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 65,637 shares of JPMorgan Chase & Co. (MX:JPM) valued at $19,307,839 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 66,469 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.25% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 65,637 -832 -1.25 19,308 -9.85 0.3665
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 66,469 702 1.07 21,418 3.24 0.4044
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 65,767 -520 -0.78 20,745 7.95 0.4120
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 66,287 313 0.47 19,217 18.75 0.4146
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 65,974 3,145 5.01 16,183 7.46 0.3881
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 62,829 -1,380 -2.15 15,061 11.23 0.3471
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 64,209 -3,496 -5.16 13,539 -1.13 0.3112
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 67,705 -2 -0.00 13,694 0.98 0.3418
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 67,707 5,111 8.17 13,562 27.37 0.3446
2024-01-11 2023-12-31 13F JPMORGAN CHASE COM 46625H100 62,596 -1,817 -2.82 10,648 13.98 0.2964
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 64,413 -19,345 -23.10 9,341 -23.31 0.2818
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 83,758 19,819 31.00 12,182 46.21 0.3569
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 63,939 630 1.00 8,332 -1.86 0.2728
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 63,309 1,389 2.24 8,490 31.19 0.2968
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 61,920 2,949 5.00 6,471 -2.56 0.2612
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 58,971 8,329 16.45 6,641 -3.81 0.2687
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 50,642 4,522 9.80 6,904 -5.46 0.2924
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 46,120 939 2.08 7,303 -1.26 0.3073
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 45,181 5,163 12.90 7,396 18.83 0.3398
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 40,018 -2,325 -5.49 6,224 -3.44 0.2896
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 42,343 -14,834 -25.94 6,446 -11.27 0.3202
2021-01-22 2020-12-31 13F JPMORGAN CHASE COM 46625H100 57,177 1,760 3.18 7,265 36.18 0.3639
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 55,417 -177 -0.32 5,335 2.03 0.3107
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 55,594 6,451 13.13 5,229 18.20 0.3387
2020-04-10 2020-03-31 13F JPMORGAN CHASE COM 46625H100 49,143 382 0.78 4,424 -34.92 0.3628
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 48,761 1,280 2.70 6,798 21.65 0.4897
2019-10-28 2019-09-30 13F JPMORGAN CHASE COM 46625H100 47,481 1,168 2.52 5,588 7.94 0.4470
2019-07-10 2019-06-30 13F JPMORGAN CHASE COM 46625H100 46,313 -8,553 -15.59 5,177 -6.79 0.4195
2019-04-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 54,866 9,813 21.78 5,554 26.28 0.4608
2019-01-28 2018-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 45,053 1,500 3.44 4,398 -10.50 0.4496
2019-01-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 45,053 1,500 4,398 0.4068
2018-10-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 43,553 -569 -1.29 4,914 6.90 0.4306
2018-07-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 44,122 2,404 5.76 4,597 0.22 0.4465
2018-05-25 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 41,718 -4,355 -9.45 4,587 -6.90 0.4597
2018-04-20 2018-03-31 13F JPMORGAN CHASE COM 46625H100 42,552 -3,521 4,652
2018-01-18 2017-12-31 13F JPMORGAN CHASE COM 46625H100 46,073 1,825 4.12 4,927 16.59 0.4928
2017-10-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 44,248 -381 -0.85 4,226 3.60 0.4650
2017-07-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 44,629 1,625 3.78 4,079 8.00 0.4624
2017-04-13 2017-03-31 13F JPMORGAN CHASE COM 46625H100 43,004 -1,092 -2.48 3,777 -0.74 0.4612
2017-01-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 44,096 696 1.60 3,805 31.66 0.4976
2016-10-18 2016-09-30 13F JPMORGAN CHASE COM 46625H100 43,400 276 0.64 2,890 7.84 0.4024
2016-07-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 43,124 498 1.17 2,680 6.18 0.3982
2016-04-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 42,626 5,580 15.06 2,524 3.19 0.4028
2016-01-26 2015-12-31 13F JPMORGAN CHASE COM 46625H100 37,046 1,832 5.20 2,446 13.93 0.3679
2015-11-10 2015-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 35,214 -3,811 -9.77 2,147 -18.80 0.3780
2015-10-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 35,214 -3,811 2,147 0.3627
2015-07-08 2015-06-30 13F JPMORGAN CHASE COM 46625H100 39,025 -419 -1.06 2,644 10.63 0.3963
2015-04-16 2015-03-31 13F JPMORGAN CHASE COM 46625H100 39,444 -652 -1.63 2,390 -4.74 0.3461
2015-02-26 2014-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 40,096 2,985 8.04 2,509 12.21 0.4104
2015-01-15 2014-12-31 13F JPMORGAN CHASE COM 46625H100 42,908 5,797 2,524 0.3900
2015-02-26 2014-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 37,111 950 2.63 2,236 7.29 0.3860
2014-10-10 2014-09-30 13F JPMORGAN CHASE COM 46625H100 40,955 4,794 2,470 0.4026
2015-02-26 2014-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 36,161 -4,394 -10.83 2,084 -15.15 0.3552
2014-07-11 2014-06-30 13F JPMORGAN CHASE COM 46625H100 40,001 -554 2,303 0.3667
2014-04-29 2014-03-31 13F JPMORGAN CHASE COM 46625H100 40,555 918 2.32 2,456 5.95 0.4341
2014-01-14 2013-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 39,637 -325 -0.81 2,318 12.20 0.4292
2014-01-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 79,273 4,633
2014-01-16 2013-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 39,962 -104 -0.26 2,066 -2.32 0.4236
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 79,925 4,135
2013-07-19 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 40,066 40,066 2,115 1.6748
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.