JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLMG Wealth Partners, LLC
Latest Disclosed Ownership13,331 shares
Latest Disclosed Value $ 3,921,399
LMG Wealth Partners, LLC reports 0.17% increase in ownership of JPM / JPMorgan Chase & Co.

On April 17, 2026 - LMG Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 13,331 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,921,399 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 13,308 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.17% 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)
2026-04-17 2026-03-31 13F JPMORGAN CHASE COM 46625H100 13,331 23 0.17 3,921 -8.56 0.7146
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 13,308 22 0.17 4,288 2.34 0.8000
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 13,286 21 0.16 4,191 8.97 0.7793
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 13,265 219 1.68 3,846 20.16 0.7902
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 13,046 1 0.01 3,200 2.33 0.7131
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 13,045 91 0.70 3,127 14.50 0.6817
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 12,954 -246 -1.86 2,731 2.32 0.6254
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 13,200 27 0.20 2,670 1.18 0.6656
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 13,173 0 0.00 2,639 17.77 0.6646
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 13,173 -402 -2.96 2,241 13.82 0.6221
2023-10-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 13,575 -14 -0.10 1,969 -0.40 0.5998
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 13,589 0 0.00 1,976 11.64 0.6047
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 13,589 0 0.00 1,771 -7.48 0.5719
2023-02-14 2022-12-31 13F JPMORGAN CHASE Common 46625H100 13,589 13,589 1,913 0.6326
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.