JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCentric Wealth Management
Latest Disclosed Ownership16,502 shares
Latest Disclosed Value $ 5,076,785
Centric Wealth Management reports 0.96% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Centric Wealth Management filed a 13F-HR form disclosing ownership of 16,502 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,076,785 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 16,345 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.96% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 16,502 157 0.96 5,077 0.79 1.0135
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 16,345 662 4.22 5,037 3.22 1.0639
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 15,683 649 4.32 4,879 12.39 1.0856
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 15,034 241 1.63 4,341 19.65 1.0363
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 14,793 1,680 12.81 3,629 15.43 0.9536
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 13,113 5,954 83.17 3,143 77.77 0.8491
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,159 -116 -1.59 1,769 14.51 0.4700
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 7,275 28 0.39 1,544 11.16 0.4448
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,247 3,172 77.84 1,390 95.36 0.4418
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,075 130 3.30 711 24.30 0.2342
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,945 4 0.10 572 0.00 0.2390
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,941 -9 -0.23 572 11.28 0.2281
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,950 10 0.25 515 -2.65 0.2234
2023-01-04 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,940 -1,413 -26.40 528 -5.55 0.2679
2022-10-05 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,353 -171 -3.10 559 -10.13 0.2225
2022-07-06 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,524 67 1.23 622 -16.40 0.2283
2022-04-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,457 -90 -1.62 744 -15.26 0.2352
2022-01-27 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,547 717 14.84 878 11.00 0.2888
2021-10-06 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,830 -199 -3.96 791 1.15 0.2911
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,029 -338 -6.30 782 -4.28 0.2707
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,367 -1 -0.02 817 19.79 0.2332
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,368 1,183 28.27 682 43.88 0.2126
2020-10-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,185 788 23.20 474 48.13 0.3567
2020-07-29 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,397 -788 -18.83 320 -32.49 0.1675
2020-04-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,185 4,185 474 0.3567
2020-01-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 0 -4,185 -100.00 0 -100.00
2019-10-03 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,185 162 4.03 474 5.33 0.3567
2019-07-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,023 -302 -6.98 450 2.74 0.3924
2019-04-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,325 167 4.02 438 7.88 0.4052
2019-03-19 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,158 4,158 406 0.3571
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.