JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionModera Wealth Management, LLC
Latest Disclosed Ownership212,075 shares
Latest Disclosed Value $ 62,384,077
Modera Wealth Management, LLC reports 1.57% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Modera Wealth Management, LLC filed a 13F-HR form disclosing ownership of 212,075 shares of JPMorgan Chase & Co. (MX:JPM) valued at $62,384,077 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 215,461 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.57% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 212,075 -3,386 -1.57 62,384 -10.14 0.7476
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 215,461 -6,732 -3.03 69,426 -0.94 0.8031
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 222,193 -4,312 -1.90 70,086 6.73 0.8121
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 226,505 -2,609 -1.14 65,666 16.84 0.8130
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 229,114 -4,359 -1.87 56,202 0.42 0.7603
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 233,473 -2,303 -0.98 55,966 12.57 0.6758
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 235,776 -6,468 -2.67 49,716 1.47 0.6327
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 242,244 -7,092 -2.84 48,996 -1.89 0.7219
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 249,336 -6,860 -2.68 49,942 14.60 0.7607
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 256,196 -4,509 -1.73 43,579 15.26 0.7210
2023-11-30 2023-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 260,705 -8,792 -3.26 37,807 -3.54 0.7127
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 260,705 -8,792 37,807 0.7127
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 269,497 247,433 1,121.43 39,196 1,263.30 0.7116
2023-05-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 22,064 570 2.65 2,875 -0.24 0.1116
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 21,494 1,614 8.12 2,882 38.76 0.1172
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 19,880 -1,509 -7.06 2,077 -13.78 0.1052
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 21,389 1,371 6.85 2,409 -11.73 0.1147
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 20,018 -19,717 -49.62 2,729 -56.63 0.1208
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 39,735 28,219 245.04 6,292 233.79 0.2402
2021-11-04 2021-09-30 13F JPMORGAN CHASE COM 46625H100 11,516 449 4.06 1,885 9.53 0.0968
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 11,067 1,092 10.95 1,721 13.37 0.0929
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 9,975 -111 -1.10 1,518 18.41 0.0987
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 10,086 2,550 33.84 1,282 76.83 0.1017
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,536 11 0.15 725 2.40 0.1075
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 7,525 -175 -2.27 708 2.16 0.1130
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,700 1,719 28.74 693 -16.91 0.1453
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,981 1,101 22.56 834 45.30 0.1303
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,880 101 2.11 574 7.49 0.0954
2019-08-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,779 122 2.62 534 13.38 0.0975
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,657 -570 -10.90 471 -7.65 0.0882
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,227 1,041 24.87 510 8.05 0.1005
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,186 354 9.24 472 18.30 0.0956
2018-08-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,832 75 2.00 399 -3.39 0.0841
2018-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,757 -659 -14.92 413 -12.50 0.0857
2018-02-05 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,416 829 23.11 472 37.61 0.1017
2017-11-14 2017-09-30 13F JPMorgan Chase COM 46625H100 3,587 59 1.67 343 6.52 0.0773
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 3,528 -255 -6.74 322 -3.01 0.0782
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 3,783 1 0.03 332 1.84 0.0832
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 3,782 461 13.88 326 47.51 0.1101
2017-02-10 2016-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 3,321 -626 -15.86 221 -9.80 0.0741
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 3,321 221
2016-08-09 2016-06-30 13F JPMORGAN CHASE COM 46625H100 3,947 3,947 245 0.0856
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.