JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEPG Wealth Management LLC
Latest Disclosed Ownership20,813 shares
Latest Disclosed Value $ 6,122,456
EPG Wealth Management LLC reports 0.75% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - EPG Wealth Management LLC filed a 13F-HR form disclosing ownership of 20,813 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,122,456 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 20,658 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.75% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,813 155 0.75 6,122 -8.02 1.6605
2026-01-28 2025-12-31 13F JPMORGAN CHASE COM 46625H100 20,658 561 2.79 6,656 5.00 1.7917
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 20,097 -849 -4.05 6,339 4.40 1.7462
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 20,946 -2,515 -10.72 6,072 5.53 1.8234
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 23,461 -1,523 -6.10 5,755 -3.92 1.6022
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 24,984 -1,778 -6.64 5,989 6.13 1.5788
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 26,762 26,762 5,643 -8.18 1.4236
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 0 -29,180 -100.00 6,147 5.17 1.4341
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 29,180 -186 -0.63 5,845 14.21 1.4313
2024-02-15 2023-12-31 13F JPMORGAN CHASE COM 46625H100 29,366 -1,926 -6.15 5,117 12.76 1.3461
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 31,292 157 0.50 4,538 0.22 1.3687
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 31,135 2 0.01 4,528 11.64 1.3396
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 31,133 6,464 26.20 4,057 22.61 1.2797
2023-02-15 2022-12-31 13F JPMORGAN CHASE COM 46625H100 24,669 -183 -0.74 3,308 27.38 1.2594
2022-11-15 2022-09-30 13F JPMORGAN CHASE COM 46625H100 24,852 2,518 11.27 2,597 3.26 1.0667
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 22,334 93 0.42 2,515 -17.05 1.0741
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 22,241 2,331 11.71 3,032 -3.84 1.0492
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 19,910 3,868 24.11 3,153 20.07 1.1090
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 16,042 740 4.84 2,626 10.34 1.0534
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 15,302 666 4.55 2,380 6.82 1.0095
2021-05-10 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 14,636 923 6.73 2,228 27.83 1.0835
2021-01-29 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,713 1,336 10.79 1,743 46.22 1.0465
2020-11-02 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,377 960 8.41 1,192 10.99 0.8808
2020-08-06 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,417 916 8.72 1,074 13.53 0.7614
2020-05-05 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,501 1,111 11.83 946 -27.73 0.6947
2020-02-14 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,390 9,390 1,309 0.9586
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.