JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEdge Wealth Management LLC
Latest Disclosed Ownership87,312 shares
Latest Disclosed Value $ 25,683,757
Edge Wealth Management LLC reports 0.25% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Edge Wealth Management LLC filed a 13F-HR form disclosing ownership of 87,312 shares of JPMorgan Chase & Co. (MX:JPM) valued at $25,683,757 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 87,533 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.25% 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 87,312 -221 -0.25 25,684 -8.94 4.3914
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 87,533 -1,222 -1.38 28,205 0.75 4.9788
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 88,755 -57 -0.06 27,996 8.68 4.9589
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 88,812 -1,423 -1.58 25,759 16.38 4.9614
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 90,235 853 0.95 22,135 3.31 4.4882
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 89,382 -1,239 -1.37 21,426 12.13 4.3369
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 90,621 -177 -0.19 19,108 4.05 3.8359
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 90,798 -2,015 -2.17 18,365 -1.22 3.8672
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 92,813 -1,657 -1.75 18,590 15.69 3.9065
2024-01-11 2023-12-31 13F JPMORGAN CHASE COM 46625H100 94,470 -768 -0.81 16,069 16.35 3.5142
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 95,238 -1,112 -1.15 13,811 -1.44 3.2278
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 96,350 2,141 2.27 14,013 14.28 3.0586
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 94,209 8,088 9.39 12,263 6.96 2.8116
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 86,121 -10,136 -10.53 11,464 12.72 2.6658
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 96,257 212 0.22 10,170 -5.97 2.2487
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 96,045 1,296 1.37 10,816 -16.26 2.3388
2022-04-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 94,749 2,745 2.98 12,916 -11.35 2.5447
2022-01-21 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 92,004 1,042 1.15 14,569 -2.16 2.6653
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 92,004 1,042 14,569 2.6650
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 90,962 3,544 4.05 14,890 9.70 2.9033
2021-07-23 2021-06-30 13F JPMORGAN CHASE COM 46625H100 87,418 95 0.11 13,573 2.11 2.7619
2021-04-09 2021-03-31 13F JPMORGAN CHASE COM 46625H100 87,323 -3,074 -3.40 13,293 16.09 2.8251
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 90,397 -15,085 -14.30 11,451 12.76 2.6008
2020-10-21 2020-09-30 13F JPMORGAN CHASE COM 46625H100 105,482 -10,459 -9.02 10,155 -6.88 2.3373
2020-08-03 2020-06-30 13F JPMORGAN CHASE COM 46625H100 115,941 -4,914 -4.07 10,905 -0.91 2.0678
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 120,855 20,851 20.85 11,005 -20.75 2.3890
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 100,004 1,099 1.11 13,887 19.30 2.7771
2019-10-21 2019-09-30 13F JPMORGAN CHASE COM 46625H100 98,905 -3,692 -3.60 11,640 1.55 2.6798
2019-07-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 102,597 -4,382 -4.10 11,462 8.79 2.5428
2019-04-11 2019-03-31 13F JPMORGAN CHASE COM 46625H100 106,979 -722 -0.67 10,536 0.21 2.5959
2019-01-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 107,701 26,020 31.86 10,514 14.07 2.9645
2018-10-22 2018-09-30 13F JPMORGAN CHASE COM 46625H100 81,681 -639 -0.78 9,217 7.69 2.2137
2018-07-17 2018-06-30 13F JPMORGAN CHASE COM 46625H100 82,320 -2,461 -2.90 8,559 -8.19 2.1774
2018-04-05 2018-03-31 13F JPMORGAN CHASE COM 46625H100 84,781 -1,971 -2.27 9,323 -0.08 2.4745
2018-01-17 2017-12-31 13F JPMORGAN CHASE COM 46625H100 86,752 -6,186 -6.66 9,330 5.26 2.6426
2017-10-19 2017-09-30 13F JPMORGAN CHASE COM 46625H100 92,938 -8,836 -8.68 8,864 -6.74 2.6820
2017-08-02 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 101,774 -4,731 -4.44 9,505 2.24 2.9936
2017-07-27 2017-06-30 13F JPMORGAN CHASE COM 46625H100 101,774 -4,731 9,505
2017-04-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 106,505 7,306 7.36 9,297 9.88 3.2254
2017-01-23 2016-12-31 13F JPMORGAN CHASE COM 46625H100 99,199 -1,988 -1.96 8,461 27.46 3.2051
2016-10-12 2016-09-30 13F JPMORGAN CHASE COM 46625H100 101,187 1,382 1.38 6,638 7.19 2.8232
2016-07-07 2016-06-30 13F JPMORGAN CHASE COM 46625H100 99,805 6,276 6.71 6,193 11.81 2.5760
2016-04-08 2016-03-31 13F JPMORGAN CHASE COM 46625H100 93,529 2,421 2.66 5,539 -8.45 2.5122
2016-01-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 91,108 -9,712 -9.63 6,050 -0.33 2.2826
2015-10-07 2015-09-30 13F JPMORGAN CHASE COM 46625H100 100,820 -14,453 -12.54 6,070 -22.28 2.2876
2015-07-07 2015-06-30 13F JPMORGAN CHASE COM 46625H100 115,273 -2,013 -1.72 7,810 9.38 2.6720
2015-04-06 2015-03-31 13F JPMORGAN CHASE COM 46625H100 117,286 78,160 199.76 7,140 190.60 2.3991
2015-01-12 2014-12-31 13F JPMORGAN CHASE COM 46625H100 39,126 -3,500 -8.21 2,457 -4.47 0.9011
2014-10-07 2014-09-30 13F JPMORGAN CHASE COM 46625H100 42,626 9,779 29.77 2,572 35.94 0.9909
2014-07-25 2014-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 32,847 16,485 100.75 1,892 90.53 0.7864
2014-07-11 2014-06-30 13F JPMORGAN CHASE COM 46625H100 32,847 1,892
2014-04-08 2014-03-31 13F JPMORGAN CHASE COM 46625H100 16,362 -94 -0.57 993 3.22 0.4156
2014-01-16 2013-12-31 13F JPMORGAN CHASE COM 46625H100 16,456 0 0.00 962 13.04 0.4445
2013-10-07 2013-09-30 13F JPMORGAN CHASE COM 46625H100 16,456 0 0.00 851 -2.18 0.5194
2013-07-18 2013-06-30 13F JPMORGAN CHASE COM 46625H100 16,456 16,456 870 0.5816
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.