JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionKing Wealth
Latest Disclosed Ownership80,885 shares
Latest Disclosed Value $ 23,793
King Wealth reports 0.60% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - King Wealth filed a 13F-HR form disclosing ownership of 80,885 shares of JPMorgan Chase & Co. (MX:JPM) valued at $23,793 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 80,399 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.60% 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 80,885 486 0.60 24 -8.00 2.9752
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 80,399 518 0.65 26 0.00 3.1225
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 79,881 -37 -0.05 25 8.70 3.1660
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 79,918 -119 -0.15 23 21.05 3.1432
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 80,037 -165 -0.21 20 0.00 2.9761
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 80,202 2,728 3.52 19 18.75 2.8045
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 77,474 -1,110 -1.41 16 6.67 2.5458
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 78,584 143 0.18 16 0.00 2.6499
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 78,441 1,107 1.43 16 15.38 2.7556
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 77,334 -1,282 -1.63 13 18.18 2.5428
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 78,616 530 0.68 11 0.00 2.4032
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 78,086 1,828 2.40 11 22.22 2.2953
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 76,258 1,897 2.55 10 0.00 2.1952
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 74,361 -3,621 -4.64 10 -99.89 2.3846
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 77,982 560 0.72 8,149 -6.53 2.0708
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 77,422 2,203 2.93 8,718 -14.98 2.0870
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 75,219 1,406 1.90 10,254 -12.27 2.0134
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 73,813 1,209 1.67 11,688 -1.66 2.1691
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 72,604 1,047 1.46 11,885 6.78 2.4338
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 71,557 1,419 2.02 11,130 4.24 2.2752
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 70,138 1,074 1.56 10,677 21.66 2.3957
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 69,064 1,921 2.86 8,776 35.77 2.0568
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 67,143 419 0.63 6,464 3.00 1.6783
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 66,724 1,760 2.71 6,276 7.30 1.8435
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 64,964 -1,528 -2.30 5,849 -36.90 2.5252
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 66,492 711 1.08 9,269 19.72 2.4526
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 65,781 3,032 4.83 7,742 10.36 2.2210
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 62,749 852 1.38 7,015 11.95 2.0973
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 61,897 2,505 4.22 6,266 8.07 1.9606
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 59,392 19 0.03 5,798 -13.46 2.0982
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 59,373 183 0.31 6,700 8.63 2.0953
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 59,190 1,017 1.75 6,168 -3.58 2.1129
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 58,173 303 0.52 6,397 3.38 2.2706
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 57,870 -42 -0.07 6,188 11.88 2.1871
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 57,912 1,699 3.02 5,531 7.65 2.0561
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 56,213 -245 -0.43 5,138 3.61 2.0405
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 56,458 -663 -1.16 4,959 0.61 2.0729
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 57,121 35,744 167.21 4,929 246.14 2.2135
2016-11-14 2016-09-30 13F JPMORGAN CHASE Stock 46625H100 21,377 4,215 24.56 1,424 33.58 0.7076
2016-08-12 2016-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,162 2,348 15.85 1,066 21.55 0.5687
2016-05-12 2016-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 14,814 -100 -0.67 877 -10.96 0.4719
2016-02-11 2015-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 14,914 2,622 21.33 985 31.51 0.5433
2015-11-10 2015-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,292 6,247 103.34 749 82.68 0.4605
2015-08-11 2015-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,045 -78 -1.27 410 10.81 0.2243
2015-05-12 2015-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,123 -1,567 -20.38 370 -23.08 0.2136
2015-02-11 2014-12-31 13F JP MORGAN CHASE Common 46625H100 7,690 1,540 25.04 481 30.00 0.2557
2014-11-13 2014-09-30 13F JPMORGAN CHASE Common 46625H100 6,150 26 0.42 370 5.11 0.2319
2014-08-14 2014-06-30 13F/A-1 JPMORGAN CHASE Common 46625H100 4,714 0 286 0.1972
2014-08-25 2014-06-30 13F/A-2 JPMORGAN CHASE Common 46625H100 6,124 1,410 352 0.2218
2014-08-26 2014-06-30 13F/A-3 JPMORGAN CHASE Common 46625H100 6,124 1,410 29.91 352 -99.88 0.2168
2014-08-13 2014-06-30 13F JPMORGAN CHASE Common 46625H100 4,714,000 286,186
2014-05-08 2014-03-31 13F JPMORGAN CHASE Common 46625H100 4,714 164 3.60 286,186 7.55 0.1972
2014-02-13 2013-12-31 13F JPMORGAN CHASE Common 46625H100 4,550 96 2.16 266,084 15.57 0.1519
2013-11-12 2013-09-30 13F JPMORGAN CHASE Common 46625H100 4,454 300 7.22 230,227 4.99 0.1499
2013-08-15 2013-06-30 13F JPMORGAN CHASE Common 46625H100 4,154 4,154 219,289 0.1516
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.