JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFirst Wilshire Securities Management Inc
Latest Disclosed Ownership993 shares
Latest Disclosed Value $ 292,101
First Wilshire Securities Management Inc ownership in JPM / JPMorgan Chase & Co.

On May 11, 2026 - First Wilshire Securities Management Inc filed a 13F-HR form disclosing ownership of 993 shares of JPMorgan Chase & Co. (MX:JPM) valued at $292,101 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 993 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 993 0 0.00 292 -8.46 0.0658
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 993 0 0.00 320 1.92 0.0805
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 993 -200 -16.76 313 -9.28 0.0833
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,193 0 0.00 346 18.15 0.0942
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,193 -10 -0.83 293 0.0839
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,203 0 0.00 0 0.0783
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,203 -6 -0.50 0 0.0714
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,209 -6 -0.49 0 0.0749
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,215 -159 -11.57 0 0.0711
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,374 -345 -20.07 0 0.0756
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,719 0 0.00 0 0.0852
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,719 0 0.00 0 0.0857
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,719 0 0.00 0 0.0764
2023-02-15 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,719 1,719 0 0.0808
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,719 -100.00 0 -100.00
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,719 0 0.00 234 -13.97 0.0822
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,719 0 0.00 272 -3.20 0.0848
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,719 2 0.12 281 5.24 0.0931
2021-08-17 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,717 -668 -28.01 267 -26.45 0.0935
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,385 -1,103 -31.62 363 -18.06 0.1356
2021-02-17 2020-12-31 13F JPMORGAN CHASE COM 46625H100 3,488 -257 -6.86 443 22.71 0.1784
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,745 3 0.08 361 2.56 0.1723
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,742 -92 -2.40 352 2.03 0.1629
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,834 385 11.16 345 -28.27 0.1940
2020-02-18 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,449 -19 -0.55 481 17.89 0.1805
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,468 101 3.00 408 8.22 0.1546
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,367 3,367 377 0.1500
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 0 -1,895 -100.00 0 -100.00
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 1,895 1,895 214 0.0629
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,895 -100.00 0 -100.00
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 1,895 0 0.00 208 2.46 0.0576
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 1,895 1,895 203 0.0556
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.