JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCatalytic Wealth RIA, LLC
Latest Disclosed Ownership51,740 shares
Latest Disclosed Value $ 15,219,838
Catalytic Wealth RIA, LLC reports 3.26% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Catalytic Wealth RIA, LLC filed a 13F-HR form disclosing ownership of 51,740 shares of JPMorgan Chase & Co. (MX:JPM) valued at $15,219,838 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 50,107 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.26% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 51,740 1,633 3.26 15,220 -5.74 0.6296
2026-01-30 2025-12-31 13F JPMORGAN CHASE COM 46625H100 50,107 -25,697 -33.90 16,145 -32.48 0.5929
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 75,804 27,913 58.28 23,911 72.21 0.7868
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 47,891 16,365 51.91 13,884 79.54 1.1348
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 31,526 834 2.72 7,733 5.11 1.4194
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 30,692 1,483 5.08 7,357 19.45 1.2931
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 29,209 8,856 43.51 6,159 49.64 1.0755
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,353 79 0.39 4,117 1.38 0.8127
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,274 3,049 17.70 4,061 38.61 0.8128
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 17,225 17,225 2,930 1.3198
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.