JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionOne Wealth Advisors, LLC
Latest Disclosed Ownership7,935 shares
Latest Disclosed Value $ 2,334,058
One Wealth Advisors, LLC reports 4.01% increase in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - One Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 7,935 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,334,058 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 7,629 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.01% 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 7,935 306 4.01 2,334 -5.04 0.2906
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,629 -168 -2.15 2,458 -0.04 0.3003
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,797 -246 -3.06 2,460 5.49 0.3086
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,043 -8 -0.10 2,332 18.09 0.3243
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,051 -128 -1.56 1,975 0.71 0.2948
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,179 15 0.18 1,961 13.89 0.2909
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,164 7 0.09 1,721 2.56 0.2641
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,157 922 12.74 1,679 15.80 0.3597
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,235 1,281 21.51 1,449 43.18 0.2522
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,954 379 6.80 1,013 25.25 0.1950
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,575 -87 -1.54 809 -1.82 0.1797
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,662 -153 -2.63 824 8.72 0.1735
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,815 -333 -5.42 758 -8.13 0.1750
2023-02-14 2022-12-31 13F JPMorgan Chase Common Stock 46625H100 6,148 -1,458 -19.17 824 3.65 0.1883
2022-11-14 2022-09-30 13F JPMorgan Chase Common Stock 46625H100 7,606 5,214 217.98 795 195.54 0.2602
2022-08-15 2022-06-30 13F JPMorgan Chase Common Stock 46625H100 2,392 -38 -1.56 269 -18.73 0.0720
2022-05-16 2022-03-31 13F JPMorgan Chase Common Stock 46625H100 2,430 223 10.10 331 -5.16 0.0810
2022-02-14 2021-12-31 13F JPMorgan Chase Common Stock 46625H100 2,207 -16 -0.72 349 -4.12 0.0885
2021-11-15 2021-09-30 13F JPMorgan Chase Common Stock 46625H100 2,223 -213 -8.74 364 -3.96 0.1067
2021-08-16 2021-06-30 13F JPMorgan Chase Common Stock 46625H100 2,436 311 14.64 379 16.98 0.1200
2021-05-17 2021-03-31 13F JPMorgan Chase Common Stock 46625H100 2,125 248 13.21 324 36.13 0.1242
2021-02-16 2020-12-31 13F JPMorgan Chase Common Stock 46625H100 1,877 1,877 238 0.1293
2020-05-15 2020-03-31 13F JPMorgan Chase Common Stock 46625H100 0 -1,959 -100.00 0 -100.00
2020-02-13 2019-12-31 13F JPMorgan Chase Common Stock 46625H100 1,959 1,959 273 0.2017
2019-08-14 2019-06-30 13F JPMorgan Chase Common Stock 46625H100 0 -790 -100.00 0 -100.00
2019-05-15 2019-03-31 13F JPMorgan Chase Common Stock 46625H100 790 790 80 0.0653
2019-02-15 2018-12-31 13F JPMorgan Chase Common Stock 46625H100 0 -6,519 -100.00 0 -100.00
2018-11-14 2018-09-30 13F JPMorgan Chase Common Stock 46625H100 6,519 -174 -2.60 736 5.60 0.5632
2018-08-14 2018-06-30 13F JPMorgan Chase Common Stock 46625H100 6,693 6,693 697 0.5566
2018-05-15 2018-03-31 13F JPMorgan Chase Common Stock 46625H100 0 -6,362 -100.00 0 -100.00
2018-02-14 2017-12-31 13F JPMorgan Chase Common Stock 46625H100 6,362 6,362 680 0.5525
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.