JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership657,750 shares
Latest Disclosed Value $ 193,483,741
EP Wealth Advisors, Inc. reports 1.73% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 657,750 shares of JPMorgan Chase & Co. (MX:JPM) valued at $193,483,741 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 646,590 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.73% 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 657,750 11,160 1.73 193,484 -7.13 0.9504
2026-02-18 2025-12-31 13F JPMORGAN CHASE COM 46625H100 646,590 -107,463 -14.25 208,344 -4.69 1.0825
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 754,053 49,448 7.02 218,607 26.48 1.4367
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 704,605 19,671 2.87 172,840 5.27 1.3807
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 684,934 -9,245 -1.33 164,185 12.17 1.3399
2024-11-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 694,179 44,701 6.88 146,375 11.43 1.2581
2024-08-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 649,478 8,621 1.35 131,363 2.34 1.3956
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 640,857 4,253 0.67 128,364 18.54 1.5004
2024-02-28 2023-12-31 13F JPMorgan Chase COM 46625H100 636,604 11,892 1.90 108,286 19.53 1.3811
2023-11-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 624,712 324,712 108.24 90,596 0.11 1.4053
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 300,000 291,533 3,443.17 90,491 20,373.08 1.3044
2023-06-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,467 -576,115 -98.55 443 -99.44 0.0076
2023-06-12 2022-12-31 13F JPMORGAN CHASE COM 46625H100 584,582 16,163 2.84 78,392 31.97 1.4126
2022-12-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 568,419 42,122 8.00 59,400 0.23 1.3471
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 526,297 41,879 8.65 59,266 -10.25 1.3347
2022-05-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 484,418 18,180 3.90 66,036 -10.56 1.4497
2022-02-17 2021-12-31 13F JPMORGAN CHASE COM 46625H100 466,238 10,400 2.28 73,829 -1.05 1.7451
2021-11-23 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 455,838 22,829 5.27 74,616 10.79 2.0461
2021-11-16 2021-09-30 13F JPMORGAN CHASE COM 46625H100 28,512 -404,497 74,616 2.0461
2021-08-24 2021-06-30 13F JPMORGAN CHASE COM 46625H100 433,009 6,219 1.46 67,350 3.66 1.8672
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 426,790 33,459 8.51 64,970 29.99 2.0655
2021-02-18 2020-12-31 13F JPMORGAN CHASE COM 46625H100 393,331 15,459 4.09 49,981 37.39 1.7572
2020-11-17 2020-09-30 13F JPMORGAN CHASE COM 46625H100 377,872 29,931 8.60 36,378 11.16 1.5653
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 347,941 19,770 6.02 32,727 10.77 1.3975
2020-05-18 2020-03-31 13F JPMORGAN CHASE COM 46625H100 328,171 27,003 8.97 29,545 -29.63 1.4459
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 301,168 -2,384 -0.79 41,983 17.52 1.7289
2019-11-18 2019-09-30 13F JPMORGAN CHASE COM 46625H100 303,552 -3,362 -1.10 35,725 4.12 1.7716
2019-08-27 2019-06-30 13F JPMORGAN CHASE COM 46625H100 306,914 65,076 26.91 34,313 40.16 2.1437
2019-05-20 2019-03-31 13F JPMORGAN CHASE COM 46625H100 241,838 8,291 3.55 24,481 7.38 2.3539
2019-02-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 233,547 19,383 9.05 22,799 -5.66 1.7586
2018-11-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 214,164 9,776 4.78 24,166 13.47 1.8881
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 204,388 6,623 3.35 21,297 -2.07 2.0094
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 197,765 -995 -0.50 21,748 2.32 2.1021
2018-02-15 2017-12-31 13F JPMORGAN CHASE COM 46625H100 198,760 3,315 1.70 21,255 13.86 2.2427
2017-11-15 2017-09-30 13F JPMORGAN CHASE COM 46625H100 195,445 2,445 1.27 18,667 5.82 2.1559
2017-08-17 2017-06-30 13F JPMORGAN CHASE COM 46625H100 193,000 8,235 4.46 17,640 8.69 2.1622
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 184,765 -10,204 -5.23 16,230 8.09 2.2387
2017-02-15 2016-12-31 13F JPMORGAN CHASE COM 46625H100 194,969 -5,332 -2.66 15,015 12.57 2.1944
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 200,301 -1,752 -0.87 13,338 6.23 2.0843
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 202,053 -12,576 -5.86 12,556 -1.21 2.0008
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 214,629 -34,899 -13.99 12,710 -22.86 1.9491
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 249,528 1,300 0.52 16,476 8.87 2.7695
2015-11-17 2015-09-30 13F JPMORGAN CHASE COM 46625H100 248,228 -2,817 -1.12 15,134 -11.03 2.8848
2015-08-14 2015-06-30 13F JPMorgan Chase Common 46625H100 251,045 46 0.02 17,011 11.87 3.1879
2015-05-15 2015-03-31 13F JPMorgan Chase Common 46625H100 250,999 9,015 3.73 15,206 0.41 2.8593
2015-02-17 2014-12-31 13F JPMorgan Chase Common 46625H100 241,984 3,042 1.27 15,143 5.20 2.4955
2014-11-12 2014-09-30 13F JPMorgan Chase Common 46625H100 238,942 12,187 5.37 14,394 10.16 2.3310
2014-07-25 2014-06-30 13F JPMorgan Chase Common 46625H100 226,755 13,669 6.41 13,066 1.00 3.0364
2014-05-15 2014-03-31 13F JPMorganChase&Co Common 46625H100 213,086 9,640 4.74 12,936 8.72 3.5381
2014-02-14 2013-12-31 13F JPMorgan Chase Common 46625H100 203,446 4,787 2.41 11,898 15.86 3.0858
2013-11-14 2013-09-30 13F JPMorgan Chase Common 46625H100 198,659 6,603 3.44 10,269 1.28 3.2265
2013-08-14 2013-06-30 13F JPMorgan Chase Common 46625H100 192,056 192,056 10,139 3.6581
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.