JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionInsight Wealth Strategies, LLC
Latest Disclosed Ownership11,462 shares
Latest Disclosed Value $ 3,371,677
Insight Wealth Strategies, LLC reports 5.62% increase in ownership of JPM / JPMorgan Chase & Co.

On April 10, 2026 - Insight Wealth Strategies, LLC filed a 13F-HR form disclosing ownership of 11,462 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,371,677 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 2, 2026 disclosing 10,852 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.62% 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)
2026-04-10 2026-03-31 13F JPMORGAN CHASE COM 46625H100 11,462 610 5.62 3,372 -3.58 0.3764
2026-01-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,852 261 2.46 3,497 4.67 0.4009
2025-10-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,591 -13 -0.12 3,341 8.48 0.3936
2025-07-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,604 -1,438 -11.94 3,080 4.27 0.3890
2025-04-03 2025-03-31 13F JPMORGAN CHASE COM 46625H100 12,042 -284 -2.30 2,954 -0.03 0.3977
2025-01-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 12,326 -78 -0.63 2,955 12.96 0.3962
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 12,404 166 1.36 2,616 5.66 0.3445
2024-07-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 12,238 206 1.71 2,475 2.70 0.3522
2024-04-05 2024-03-31 13F JPMORGAN CHASE COM 46625H100 12,032 -2,008 -14.30 2,410 0.92 0.3538
2024-01-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 14,040 -380 -2.64 2,388 14.20 0.3857
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 14,420 1,004 7.48 2,091 7.18 0.4039
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 13,416 42 0.31 1,951 12.00 0.3734
2023-04-06 2023-03-31 13F JPMORGAN CHASE COM 46625H100 13,374 -448 -3.24 1,743 -5.99 0.3417
2023-01-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 13,822 1,442 11.65 1,854 32.93 0.3583
2022-10-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 12,380 0 0.00 1,394 0.00 0.2589
2022-07-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 12,380 1,988 19.13 1,394 -1.62 0.2589
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 10,392 1,715 19.76 1,417 3.13 0.2090
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 8,677 1,343 18.31 1,374 14.50 0.1958
2021-10-28 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,334 444 6.44 1,200 11.94 0.1688
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,890 -3,862 -35.92 1,072 -34.51 0.1524
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 10,752 3,143 41.31 1,637 69.29 0.2194
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,609 180 2.42 967 35.24 0.1641
2020-10-29 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,429 2,646 55.32 715 58.89 0.1327
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,783 -5 -0.10 450 4.41 0.1002
2020-04-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,788 -2,878 -37.54 431 -59.68 0.1147
2020-02-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,666 4,470 139.86 1,069 184.31 0.2263
2019-11-06 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,196 116 3.77 376 9.30 0.0883
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,080 21 0.69 344 10.97 0.0841
2019-04-24 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,059 -2,513 -45.10 310 -43.01 0.0866
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,572 5,572 544 0.1667
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.