JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCMH Wealth Management LLC
Latest Disclosed Ownership26,936 shares
Latest Disclosed Value $ 7,923,636
CMH Wealth Management LLC reports 1,554.55% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - CMH Wealth Management LLC filed a 13F-HR form disclosing ownership of 26,936 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,923,636 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 1,628 shares of JPMorgan Chase & Co.. This represents a change in shares of 1,554.55% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 26,936 25,308 1,554.55 7,924 1,412.02 1.3602
2026-01-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,628 825 102.74 525 107.11 0.1124
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 803 -81 -9.16 253 -1.17 0.0540
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 884 -50 -5.35 256 11.79 0.0596
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 934 -40 -4.11 229 -1.72 0.0574
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 974 0 0.00 233 13.66 0.0535
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 974 974 205 0.0483
2020-04-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -25,320 -100.00 0 -100.00
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 25,320 -558 -2.16 3,530 15.89 1.8128
2019-10-11 2019-09-30 13F JPMORGAN CHASE COM 46625H100 25,878 -100 -0.38 3,046 4.89 1.7247
2019-07-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 25,978 95 0.37 2,904 10.84 1.7036
2019-04-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 25,883 820 3.27 2,620 7.07 1.5871
2019-01-16 2018-12-31 13F JPMORGAN CHASE COM 46625H100 25,063 22,915 1,066.81 2,447 902.87 1.4760
2018-10-29 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,148 0 0.00 244 7.96 0.1278
2018-07-20 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,148 2,148 226 0.1292
2018-04-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 0 -2,100 -100.00 0 -100.00
2018-01-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,100 0 0.00 227 11.82 0.1502
2017-10-19 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,100 -200 -8.70 203 -3.79 0.1507
2017-07-25 2017-06-30 13F JPMORGAN CHASE COM 46625H100 2,300 2,300 211 0.1682
2017-04-17 2017-03-31 13F JPMORGAN CHASE COM 46625H100 0 -3,300 -100.00 0 -100.00
2017-02-23 2016-12-31 13F JPMORGAN CHASE COM 46625H100 3,300 3,300 277 0.2425
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.