JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFusion Family Wealth LLC
Latest Disclosed Ownership976 shares
Latest Disclosed Value $ 287,244
Fusion Family Wealth LLC reports 0.10% increase in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Fusion Family Wealth LLC filed a 13F-HR form disclosing ownership of 976 shares of JPMorgan Chase & Co. (MX:JPM) valued at $287,244 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 975 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.10% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 976 1 0.10 287 -8.60 0.0214
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 975 1 0.10 314 2.28 0.0238
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 974 1 0.10 307 8.87 0.0230
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 973 1 0.10 282 18.49 0.0239
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 972 1 0.10 238 2.59 0.0219
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 971 971 233 0.0213
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,250 -100.00 0 -100.00
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,250 1,250 213 0.0240
2021-07-30 2021-06-30 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 0 -1,000 -100.00 0 -100.00
2021-04-29 2021-03-31 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 1,000 0 0.00 152 19.69 0.0235
2021-02-09 2020-12-31 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 1,000 0 0.00 127 32.29 0.0224
2020-11-09 2020-09-30 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 1,000 -300 -23.08 96 -21.31 0.0194
2020-08-13 2020-06-30 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 1,300 0 0.00 122 4.27 0.0288
2020-05-06 2020-03-31 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 1,300 0 0.00 117 -35.36 0.0314
2020-01-29 2019-12-31 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 1,300 0 0.00 181 18.30 0.0417
2019-10-31 2019-09-30 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 1,300 -7,215 -84.73 153 -83.93 0.0406
2019-08-06 2019-06-30 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 8,515 7,113 507.35 952 570.42 0.2369
2019-05-10 2019-03-31 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 1,402 -7,073 -83.46 142 -82.83 0.0392
2019-01-18 2018-12-31 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 8,475 -159 -1.84 827 -15.09 0.2430
2018-11-07 2018-09-30 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 8,634 156 1.84 974 10.31 0.2613
2018-08-03 2018-06-30 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 8,478 65 0.77 883 -4.54 0.2481
2018-05-02 2018-03-31 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 8,413 -386 -4.39 925 -1.70 0.3110
2018-02-06 2017-12-31 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 8,799 7,699 699.91 941 796.19 0.2349
2017-10-30 2017-09-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Common 46625H100 1,100 -6,512 -85.55 105 -84.91 0.0355
2017-08-07 2017-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Common 46625H100 7,612 -16 -0.21 696 3.88 0.2383
2017-05-08 2017-03-31 13F JP MORGAN CHASE & CO COM ISIN US46625H1005 Common 46625H100 7,628 7,628 670 0.2510
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.