JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionOmnia Family Wealth, LLC
Latest Disclosed Ownership6,035 shares
Latest Disclosed Value $ 1,775,256
Omnia Family Wealth, LLC reports 17.29% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Omnia Family Wealth, LLC filed a 13F-HR form disclosing ownership of 6,035 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,775,256 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 7,297 shares of JPMorgan Chase & Co.. This represents a change in shares of -17.29% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 6,035 -1,262 -17.29 1,775 -24.50 0.5594
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,297 0 0.00 2,351 2.17 0.6943
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,297 -10 -0.14 2,302 8.64 0.7473
2025-07-28 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,307 679 10.24 2,118 30.34 0.7675
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,628 794 13.61 1,626 16.24 0.6801
2025-02-27 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 5,834 6 0.10 1,398 13.84 0.5780
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,828 0 1,229 0.5266
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,828 353 6.45 1,229 10.93 0.5266
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,475 173 3.26 1,107 4.34 0.4688
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,302 429 8.80 1,062 28.14 0.4975
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,873 25 0.52 829 17.78 0.4248
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,848 -216 -4.27 703 -4.48 0.4358
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,064 61 1.22 737 13.06 0.5004
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,003 59 1.19 652 -1.66 0.5014
2023-01-31 2022-12-31 13F JP Morgan Chase & Co Com Equity 46625H100 4,944 -118 -2.33 663 25.14 0.5365
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,062 -10 -0.20 529 -7.36 0.4348
2022-07-22 2022-06-30 13F JP Morgan Chase & Co Com Equity 46625H100 5,072 -196 -3.72 571 -20.47 0.4203
2022-05-06 2022-03-31 13F JP Morgan Chase & Co Com Equity 46625H100 5,268 -95 -1.77 718 -15.43 0.4769
2022-02-04 2021-12-31 13F JP Morgan Chase & Co Com COM 46625H100 5,363 0 0.00 849 -3.30 0.5164
2021-11-03 2021-09-30 13F JP Morgan Chase & Co Com Equity 46625H100 5,363 -35 -0.65 878 4.52 0.6040
2021-08-03 2021-06-30 13F JP Morgan Chase & Co Com Equity 46625H100 5,398 35 0.65 840 2.94 0.5372
2021-05-12 2021-03-31 13F JP Morgan Chase & Co Com Equity 46625H100 5,363 57 1.07 816 -99.88 0.6053
2021-02-08 2020-12-31 13F JP Morgan Chase & Co Com Equity 46625H100 5,306 454 9.36 674,233 144,275.37 0.6153
2020-10-28 2020-09-30 13F JP Morgan Chase & Co Com Equity 46625H100 4,852 -312 -6.04 467 -3.71 0.4455
2020-08-04 2020-06-30 13F JP Morgan Chase & Co Com Equity 46625H100 5,164 -1,796 -25.80 486 -22.65 0.4763
2020-05-05 2020-03-31 13F JP Morgan Chase & Co Com Equity 46625H100 6,960 613 9.66 627 -29.15 0.6522
2020-02-05 2019-12-31 13F/A-1 JP Morgan Chase & Co Com Equity 46625H100 6,347 1,383 27.86 885 51.54 0.4057
2020-02-05 2019-12-31 13F JP Morgan Chase & Co Com Equity 46625H100 6,347 885
2019-11-12 2019-09-30 13F JP Morgan Chase & Co Com Equity 46625H100 4,964 0 0.00 584 5.23 0.4262
2019-08-07 2019-06-30 13F JP Morgan Chase & Co Com Equity 46625H100 4,964 -14 -0.28 555 10.12 0.2800
2019-05-15 2019-03-31 13F JP Morgan Chase & Co Com Equity 46625H100 4,978 14 0.28 504 3.92 0.2485
2019-02-26 2018-12-31 13F JP Morgan Chase & Co Com Equity 46625H100 4,964 0 0.00 485 -13.39 0.2617
2018-11-14 2018-09-30 13F JP Morgan Chase & Co Com Equity 46625H100 4,964 -351 -6.60 560 1.08 0.2565
2018-08-10 2018-06-30 13F JP Morgan Chase & Co Com Equity 46625H100 5,315 0 0.00 554 -5.14 0.2591
2018-05-11 2018-03-31 13F JP Morgan Chase & Co Com Equity 46625H100 5,315 -601 -10.16 584 -7.74 0.2681
2018-02-02 2017-12-31 13F JP Morgan Chase & Co Com Equity 46625H100 5,916 495 9.13 633 22.20 0.2897
2017-11-14 2017-09-30 13F JP Morgan Chase & Co Com Equity 46625H100 5,421 -305 -5.33 518 -0.96 0.2512
2017-08-10 2017-06-30 13F JP Morgan Chase & Co Com Equity 46625H100 5,726 312 5.76 523 9.87 0.2504
2017-05-15 2017-03-31 13F/A-1 JP Morgan Chase & Co Com Equity 46625H100 5,414 0 0.00 476 1.93 0.2309
2017-05-05 2017-03-31 13F JP Morgan Chase & Co Com Equity 46625H100 5,414 0 467 231,565.2722
2017-04-03 2016-12-31 13F JP Morgan Chase & Co Com Equity 46625H100 5,414 5,414 467 0.2316
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.