JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionParcion Private Wealth LLC
Latest Disclosed Ownership41,508 shares
Latest Disclosed Value $ 12,210,128
Parcion Private Wealth LLC reports 1.35% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Parcion Private Wealth LLC filed a 13F-HR form disclosing ownership of 41,508 shares of JPMorgan Chase & Co. (MX:JPM) valued at $12,210,128 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 42,076 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.35% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 41,508 -568 -1.35 12,210 -9.94 0.7564
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 42,076 -229 -0.54 13,558 1.60 0.8250
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 42,305 1,082 2.62 13,344 11.66 0.8325
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 41,223 339 0.83 11,951 19.18 0.8534
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 40,884 -41 -0.10 10,029 2.22 0.8175
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 40,925 -154 -0.37 9,810 13.25 0.7493
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 41,079 2,040 5.23 8,662 9.72 0.7204
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 39,039 -1,285 -3.19 7,896 -2.24 0.7217
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 40,324 -1,104 -2.66 8,077 14.62 0.7110
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 41,428 516 1.26 7,047 18.76 0.6449
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 40,912 767 1.91 5,933 1.63 0.6157
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 40,145 671 1.70 5,839 13.51 0.5893
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 39,474 4,686 13.47 5,144 10.25 0.5376
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 34,788 1,169 3.48 4,665 32.79 0.5061
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 33,619 2,635 8.50 3,513 -1.21 0.3929
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 30,984 -2,015 -6.11 3,556 -21.55 0.3508
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 32,999 -6,870 -17.23 4,533 -27.99 0.4240
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 39,869 -536 -1.33 6,295 -6.48 0.5686
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 40,405 905 2.29 6,731 9.55 0.5972
2021-07-30 2021-06-30 13F JPMORGAN CHASE COM 46625H100 39,500 -532 -1.33 6,144 0.82 0.6154
2021-04-08 2021-03-31 13F JPMORGAN CHASE COM 46625H100 40,032 -24,253 -37.73 6,094 -25.40 0.6896
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 64,285 18,408 40.12 8,169 81.90 1.0803
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 45,877 9,129 24.84 4,491 28.65 0.6867
2020-07-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 36,748 1,619 4.61 3,491 10.37 0.5906
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 35,129 1,477 4.39 3,163 -32.57 0.8720
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 33,652 33,652 4,691 1.0243
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.