JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership73,064 shares
Latest Disclosed Value $ 21,492,474
Geneos Wealth Management Inc. reports 2.43% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 73,064 shares of JPMorgan Chase & Co. (MX:JPM) valued at $21,492,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 71,334 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.43% 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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 73,064 1,730 2.43 21,492 -6.50 0.4986
2026-01-28 2025-12-31 13F JPMORGAN CHASE COM 46625H100 71,334 -245 -0.34 22,985 1.80 0.5622
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 71,579 -11,609 -13.96 22,578 -6.38 0.5729
2025-08-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 83,188 22,241 36.49 24,117 61.31 0.5892
2025-05-21 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 60,947 2,954 5.09 14,950 7.55 0.5009
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 68,889 10,896 21,029 0.5309
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 57,993 -736 -1.25 13,902 12.26 0.4869
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 58,729 7,712 15.12 12,384 20.01 0.4726
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 51,017 3,797 8.04 10,319 9.09 0.4581
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 47,220 -185 -0.39 9,458 17.30 0.4331
2024-01-26 2023-12-31 13F JPMORGAN CHASE COM 46625H100 47,405 -5,021 -9.58 8,064 6.06 0.3982
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 52,426 1,435 2.81 7,603 2.51 0.3915
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 50,991 6,264 14.00 7,416 27.25 0.3884
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 44,727 -10,067 -18.37 5,828 -20.68 0.3539
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 54,794 -7,886 -12.58 7,348 12.17 0.4450
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 62,680 -24,532 -28.13 6,550 -34.14 0.4511
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 87,212 4,479 5.41 9,946 -11.81 0.4913
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 82,733 -3,900 -4.50 11,278 -17.81 0.4844
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 86,633 -3,179 -3.54 13,722 -8.61 0.5224
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 89,812 4,065 4.74 15,015 12.23 0.5752
2021-07-08 2021-06-30 13F JPMORGAN CHASE COM 46625H100 85,747 -24,551 -22.26 13,379 -21.14 0.5218
2021-06-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 110,298 -1,058 -0.95 16,965 19.19 0.4735
2021-05-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 111,356 25,433 29.60 14,233 77.16 0.5715
2021-09-07 2020-09-30 13F JPMORGAN CHASE COM 46625H100 85,923 2,018 2.41 8,034 3.42 0.4165
2021-09-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 83,905 38,441 84.55 7,768 87.50 0.4320
2021-09-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 45,464 1,361 3.09 4,143 -32.48 0.2783
2021-09-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 44,103 1,104 2.57 6,136 21.24 0.3274
2021-09-07 2019-09-30 13F JPMORGAN CHASE COM 46625H100 42,999 -2,338 -5.16 5,061 -0.20 0.3022
2021-09-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 45,337 -851 -1.84 5,071 8.47 0.3145
2021-09-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 46,188 577 1.27 4,675 5.87 0.3085
2021-09-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 45,611 1,002 2.25 4,416 -12.26 0.3267
2021-09-07 2018-09-30 13F JPMORGAN CHASE COM 46625H100 44,609 4,017 9.90 5,033 19.01 0.3351
2021-09-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 40,592 -922 -2.22 4,229 -7.36 0.3296
2021-09-07 2018-03-31 13F JPMORGAN CHASE COM 46625H100 41,514 -2,832 -6.39 4,565 -3.73 0.3987
2021-09-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 44,346 4,882 12.37 4,742 25.82 0.4237
2021-09-07 2017-09-30 13F JPMORGAN CHASE COM 46625H100 39,464 -9,239 -18.97 3,769 -15.32 0.3744
2021-09-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 48,703 13,569 38.62 4,451 44.23 0.4566
2021-09-07 2017-03-31 13F JPMORGAN CHASE COM 46625H100 35,134 -294 -0.83 3,086 0.95 0.3209
2021-09-07 2016-12-31 13F JPMORGAN CHASE COM 46625H100 35,428 -433 -1.21 3,057 28.07 0.4033
2021-09-07 2016-09-30 13F JPMORGAN CHASE COM 46625H100 35,861 -207 -0.57 2,387 8.06 0.3214
2021-09-07 2016-06-30 13F JPMORGAN CHASE COM 46625H100 36,068 844 2.40 2,209 5.85 0.3205
2021-09-07 2016-03-31 13F JPMORGAN CHASE COM 46625H100 35,224 35,224 2,087 0.3191
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.