JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMBE Wealth Management, LLC
Latest Disclosed Ownership4,779 shares
Latest Disclosed Value $ 1,405,701
MBE Wealth Management, LLC reports 2.27% increase in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - MBE Wealth Management, LLC filed a 13F-HR form disclosing ownership of 4,779 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,405,701 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 4,673 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.27% 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,779 106 2.27 1,406 -6.64 0.5839
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,673 45 0.97 1,506 3.15 0.6304
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,628 990 27.21 1,460 38.43 0.6313
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,638 124 3.53 1,055 22.42 0.4586
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,514 903 34.58 862 37.76 0.4124
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,611 133 5.37 626 19.73 0.3525
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,478 -186 -6.98 522 -2.97 0.2882
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,664 815 44.08 539 45.41 0.3262
2024-04-22 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,849 177 10.59 370 30.28 0.2287
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,672 117 7.52 284 26.22 0.1455
2023-10-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,555 4 0.26 226 0.00 0.1295
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,551 1,551 226 0.1212
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 0 -844 -100.00 0 -100.00
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 844 844 75 0.0715
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.