JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBSW Wealth Partners
Latest Disclosed Ownership11,566 shares
Latest Disclosed Value $ 3,402,306
BSW Wealth Partners reports 2.18% increase in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 11,566 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,402,306 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 11,319 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.18% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 11,566 247 2.18 3,402 -6.72 0.4152
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 11,319 -660 -5.51 3,647 -3.47 0.4376
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 11,979 1 0.01 3,779 8.81 0.4706
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,978 -26 -0.22 3,472 17.93 0.4759
2025-04-24 2025-03-31 13F JPMORGAN CHASE COM 46625H100 12,004 614 5.39 2,944 7.84 0.4471
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 11,390 -497 -4.18 2,730 8.94 0.4008
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,887 1,095 10.15 2,507 14.85 0.3762
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,792 -241 -2.18 2,183 -1.22 0.3582
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,033 -152 -1.36 2,210 16.14 0.3744
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,185 -616 -5.22 1,903 11.16 0.3773
2023-10-27 2023-09-30 13F JPMORGAN CHASE &CO COM 46625H100 11,801 -134 -1.12 1,711 -1.38 0.3807
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,935 47 0.40 1,736 12.01 0.3622
2023-05-15 2023-03-31 13F JPMORGAN CHASE &CO COM 46625H100 11,888 -188 -1.56 1,549 154,800.00 0.3173
2023-02-14 2022-12-31 13F JPMORGAN CHASE &CO COM 46625H100 12,076 -502 -3.99 2 -99.92 0.3477
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 12,578 137 1.10 1,314 -6.21 0.3227
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 12,441 48 0.39 1,401 -17.05 0.3357
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 12,393 441 3.69 1,689 -10.78 0.4270
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,952 1,343 12.66 1,893 8.98 0.4753
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,609 -1,177 -9.99 1,737 -5.24 0.4855
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 11,786 407 3.58 1,833 5.83 0.5040
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 11,379 -1,484 -11.54 1,732 5.93 0.5004
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 12,863 1,019 8.60 1,635 43.42 0.5026
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 11,844 171 1.46 1,140 3.83 0.4279
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 11,673 317 2.79 1,098 7.44 0.3679
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 11,356 55 0.49 1,022 -35.11 0.4244
2020-02-18 2019-12-31 13F JPMORGAN CHASE &CO COM 46625H100 11,301 1,699 17.69 1,575 39.38 0.5366
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 9,602 151 1.60 1,130 6.91 0.4347
2019-08-13 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 9,451 1,366 16.90 1,057 29.22 0.3996
2019-05-14 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 8,085 245 3.12 818 6.93 0.3238
2019-02-13 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 7,840 1 0.01 765 -13.56 0.2889
2018-11-09 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 7,839 2 0.03 885 8.32 0.3371
2018-08-07 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 7,837 0 0.00 817 -5.22 0.3533
2018-05-10 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 7,837 -1,344 -14.64 862 -12.22 0.3861
2018-02-08 2017-12-31 13F JPMORGAN CHASE COM 46625H100 9,181 299 3.37 982 15.80 0.4085
2017-11-03 2017-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 8,882 25 0.28 848 4.69 0.3695
2017-08-08 2017-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 8,857 3,968 81.16 810 88.81 0.3687
2017-05-17 2017-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,889 26 0.53 429 2.14 0.2124
2017-02-13 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,863 4,541 1,410.25 420 -91.31 0.2193
2016-11-10 2016-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 322 -4,810 -93.73 4,832 1,414.73 0.1668
2016-08-11 2016-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,132 -22 -0.43 319 4.59 0.1754
2016-05-12 2016-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,154 -279 -5.14 305 -15.04 0.1718
2016-02-12 2015-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,433 5,433 0.00 359 0.1794
2015-05-14 2015-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 0 -5,000 -100.00 0 -100.00
2015-02-13 2014-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,000 -156 -3.03 313 0.64 0.2527
2014-11-12 2014-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,156 -79 -1.51 311 1.63 0.2435
2014-02-20 2013-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,235 -45 -0.85 306 12.09 0.2444
2013-11-13 2013-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,280 0 0.00 273 -2.15 0.2375
2013-08-13 2013-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,280 5,280 279 0.2451
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.