JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionConsilium Wealth Advisory, LLC
Latest Disclosed Ownership15,610 shares
Latest Disclosed Value $ 4,591,851
Consilium Wealth Advisory, LLC reports 27.26% increase in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Consilium Wealth Advisory, LLC filed a 13F-HR form disclosing ownership of 15,610 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,591,851 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 12,266 shares of JPMorgan Chase & Co.. This represents a change in shares of 27.26% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 15,610 3,344 27.26 4,592 16.17 1.5663
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 12,266 99 0.81 3,952 3.00 1.4583
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 12,167 1,207 11.01 3,838 20.77 1.4805
2025-07-21 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,960 40 0.37 3,177 18.63 1.3404
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,920 -43 -0.39 2,679 1.94 1.3428
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,963 -4,271 -28.04 2,628 -18.21 1.2533
2024-10-30 2024-09-30 13F JPMORGAN CHASE COM 46625H100 15,234 252 1.68 3,212 6.01 1.7534
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 14,982 1,851 14.10 3,030 15.21 1.6544
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 13,131 976 8.03 2,630 27.24 1.4798
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 12,155 1,526 14.36 2,068 34.13 1.2435
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 10,629 1,272 13.59 1,541 13.31 1.0793
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,357 2,175 30.28 1,361 45.45 0.9432
2023-04-13 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,182 768 11.97 936 8.72 0.7982
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,414 134 2.13 860 31.10 0.7334
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,280 -554 -8.11 656 -14.81 0.7313
2022-07-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,834 406 6.32 770 -12.10 0.8290
2022-04-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,428 158 2.52 876 -11.78 0.6276
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,270 6,270 993 0.6435
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.