JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGreenwich Wealth Management LLC
Latest Disclosed Ownership13,184 shares
Latest Disclosed Value $ 3,878
Greenwich Wealth Management LLC reports 1.95% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Greenwich Wealth Management LLC filed a 13F-HR form disclosing ownership of 13,184 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,878 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 12,932 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.95% 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 13,184 252 1.95 4 -25.00 0.1583
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 12,932 219 1.72 4 0.00 0.1859
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 12,713 51 0.40 4 33.33 0.1995
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 12,662 7 0.06 4 0.00 0.1782
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 12,655 -928 -6.83 3 0.00 0.2349
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 13,583 812 6.36 3 50.00 0.2296
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 12,771 61 0.48 3 0.00 0.1832
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 12,710 -301 -2.31 3 0.00 0.1878
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 13,011 686 5.57 3 0.00 0.2076
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 12,325 -322 -2.55 2 100.00 0.2070
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 12,647 143 1.14 2 0.00 0.1938
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 12,504 -154 -1.22 2 0.00 0.1911
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 12,658 164 1.31 2 0.00 0.1799
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 12,494 428 3.55 2 -99.92 0.1843
2022-11-14 2022-09-30 13F JP MORGAN CHASE COM 46625H100 12,066 10 0.08 1,261 -7.14 0.1344
2022-08-08 2022-06-30 13F JP MORGAN CHASE COM 46625H100 12,056 -677 -5.32 1,358 -21.77 0.1799
2022-05-11 2022-03-31 13F JP MORGAN CHASE COM 46625H100 12,733 -469 -3.55 1,736 -16.94 0.1773
2022-01-28 2021-12-31 13F JP MORGAN CHASE COM 46625H100 13,202 174 1.34 2,090 -2.02 0.1708
2021-10-19 2021-09-30 13F JP MORGAN CHASE COM 46625H100 13,028 2,717 26.35 2,133 32.98 0.1776
2021-07-27 2021-06-30 13F JP MORGAN CHASE COM 46625H100 10,311 -64 -0.62 1,604 1.58 0.1369
2021-05-06 2021-03-31 13F JP MORGAN CHASE COM 46625H100 10,375 -805 -7.20 1,579 11.12 0.1261
2021-02-12 2020-12-31 13F/A-1 JP MORGAN CHASE COM 46625H100 11,180 -20 -0.18 1,421 31.82 0.1238
2021-02-11 2020-12-31 13F JP MORGAN CHASE COM 46625H100 11,200 0 1,078 192,783.6674
2020-10-29 2020-09-30 13F JP MORGAN CHASE COM 46625H100 11,200 6 0.05 1,078 2.37 0.1929
2020-08-11 2020-06-30 13F JP MORGAN CHASE COM 46625H100 11,194 -617 -5.22 1,053 -0.94 0.2013
2020-05-12 2020-03-31 13F JP MORGAN CHASE COM 46625H100 11,811 889 8.14 1,063 -30.20 0.2271
2020-02-10 2019-12-31 13F JP MORGAN CHASE COM 46625H100 10,922 -115 -1.04 1,523 17.24 0.3064
2019-11-12 2019-09-30 13F JP MORGAN CHASE COM 46625H100 11,037 -457 -3.98 1,299 1.09 0.2536
2019-08-13 2019-06-30 13F JP MORGAN CHASE COM 46625H100 11,494 153 1.35 1,285 11.93 0.2213
2019-05-14 2019-03-31 13F JP MORGAN CHASE COM 46625H100 11,341 -351 -3.00 1,148 0.61 0.2029
2019-02-11 2018-12-31 13F JP MORGAN CHASE COM 46625H100 11,692 39 0.33 1,141 -13.23 0.2274
2018-11-07 2018-09-30 13F JP MORGAN CHASE COM 46625H100 11,653 102 0.88 1,315 9.22 0.2293
2018-07-25 2018-06-30 13F JP MORGAN CHASE COM 46625H100 11,551 -170 -1.45 1,204 -6.59 0.2132
2018-05-02 2018-03-31 13F JP MORGAN CHASE COM 46625H100 11,721 -66 -0.56 1,289 2.30 0.2030
2018-02-07 2017-12-31 13F JP MORGAN CHASE COM 46625H100 11,787 -78 -0.66 1,260 11.21 0.2106
2017-11-14 2017-09-30 13F JP MORGAN CHASE COM 46625H100 11,865 -544 -4.38 1,133 -0.09 0.1949
2017-08-14 2017-06-30 13F JP MORGAN CHASE COM 46625H100 12,409 -290 -2.28 1,134 1.70 0.1897
2017-04-26 2017-03-31 13F JP MORGAN CHASE COM 46625H100 12,699 1,053 9.04 1,115 10.95 0.1484
2017-02-14 2016-12-31 13F JP MORGAN CHASE COM 46625H100 11,646 439 3.92 1,005 34.72 0.1269
2016-11-14 2016-09-30 13F JP MORGAN CHASE COM 46625H100 11,207 -1,885 -14.40 746 -8.35 0.1320
2016-08-12 2016-06-30 13F/A-1 JP MORGAN CHASE COM 46625H100 13,092 435 3.44 814 8.53 0.1967
2016-08-12 2016-06-30 13F JP MORGAN CHASE COM 46625H100 13,092 221
2016-05-11 2016-03-31 13F JP MORGAN CHASE COM 46625H100 12,657 -385 -2.95 750 -12.89 0.1941
2016-02-16 2015-12-31 13F JP MORGAN CHASE COM 46625H100 13,042 -337 -2.52 861 5.51 0.2109
2015-11-05 2015-09-30 13F JP MORGAN CHASE COM 46625H100 13,379 -18,279 -57.74 816 -61.96 0.1974
2015-08-10 2015-06-30 13F JP MORGAN CHASE COM 46625H100 31,658 -34 -0.11 2,145 11.72 0.2739
2015-05-14 2015-03-31 13F JP MORGAN CHASE COM 46625H100 31,692 -8 -0.03 1,920 -3.23 0.2173
2015-02-13 2014-12-31 13F JP MORGAN CHASE COM 46625H100 31,700 -78 -0.25 1,984 3.66 0.1314
2014-11-13 2014-09-30 13F JP MORGAN CHASE COM 46625H100 31,778 -176 -0.55 1,914 3.97 0.1291
2014-07-29 2014-06-30 13F/A-1 JP MORGAN CHASE COM 46625H100 31,954 -135 -0.42 1,841 -5.49 0.1222
2014-07-29 2014-06-30 13F JP MORGAN CHASE COM 46625H100 32,089 1,948
2014-04-10 2014-03-31 13F JP MORGAN CHASE COM 46625H100 32,089 -1,627 -4.83 1,948 -1.22 0.1352
2014-02-07 2013-12-31 13F JP MORGAN CHASE COM 46625H100 33,716 -360 -1.06 1,972 11.98 0.1992
2013-11-12 2013-09-30 13F JP MORGAN CHASE COM 46625H100 34,076 140 0.41 1,761 -1.68 0.1262
2013-08-13 2013-06-30 13F JP MORGAN CHASE COM 46625H100 33,936 33,936 1,791 0.1325
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.