JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFiner Wealth Management, Inc.
Latest Disclosed Ownership21,172 shares
Latest Disclosed Value $ 6,228,007
Finer Wealth Management, Inc. reports 1.94% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Finer Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 21,172 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,228,007 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 21,591 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.94% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 21,172 -419 -1.94 6,228 -10.48 3.1233
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 21,591 388 1.83 6,957 4.02 3.3659
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 21,203 66 0.31 6,688 9.16 3.3327
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 21,137 357 1.72 6,128 20.21 3.2758
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 20,780 347 1.70 5,097 4.08 3.0539
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 20,433 529 2.66 4,898 16.71 2.8076
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 19,904 -312 -1.54 4,197 2.64 2.5904
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,216 -1,036 -4.87 4,089 -3.95 2.6381
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 21,252 1,982 10.29 4,257 29.87 2.7954
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 19,270 1,199 6.63 3,278 25.08 2.4416
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 18,071 2,179 13.71 2,621 13.37 2.0957
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 15,892 407 2.63 2,311 14.58 1.8062
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 15,485 1,777 12.96 2,018 9.74 1.7058
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 13,708 2,146 18.56 1,838 52.15 1.7202
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 11,562 571 5.20 1,208 -2.42 1.1889
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 10,991 1,420 14.84 1,238 -5.13 1.1295
2022-06-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 9,571 1,664 21.04 1,305 4.23 1.0655
2022-06-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,907 7,907 1,252 1.0390
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.