JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPersonal Cfo Solutions, Llc
Latest Disclosed Ownership9,851 shares
Latest Disclosed Value $ 2,897,862
Personal Cfo Solutions, Llc reports 4.40% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Personal Cfo Solutions, Llc filed a 13F-HR form disclosing ownership of 9,851 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,897,862 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 10,304 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.40% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,851 -453 -4.40 2,898 -12.74 0.4070
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,304 -285 -2.69 3,320 -0.60 0.5271
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,589 207 1.99 3,340 11.00 0.5861
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,382 1,062 11.39 3,010 31.63 0.5568
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 9,320 -143 -1.51 2,286 0.79 0.4642
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 9,463 -221 -2.28 2,268 11.07 0.4464
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 9,684 354 3.79 2,042 8.21 0.2853
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,330 -114 -1.21 1,887 -0.21 0.2899
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 9,444 401 4.43 1,892 22.95 0.2952
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 9,043 -2,438 -21.24 1,538 -7.57 0.2663
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,481 551 5.04 1,665 4.72 0.3291
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,930 1,450 15.30 1,590 28.66 0.3226
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,480 131 1.40 1,235 -1.44 0.2551
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,349 725 8.41 1,254 39.07 0.2654
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 8,624 -693 -7.44 901 -14.11 0.2263
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 9,317 897 10.65 1,049 -8.62 0.2460
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 8,420 830 10.94 1,148 -4.49 0.2264
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,590 522 7.39 1,202 3.89 0.2250
2021-11-18 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,068 92 1.32 1,157 6.64 0.2371
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,976 -251 -3.47 1,085 -1.36 0.2222
2021-04-21 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,227 246 3.52 1,100 24.01 0.2378
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,981 36 0.52 887 88,600.00 0.2195
2020-11-02 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,945 99 1.45 1 -99.84 0.3333
2020-08-03 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,846 -155 -2.21 644 2.22 0.1906
2020-04-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,001 -6 -0.09 630 -35.52 0.2263
2020-02-13 2019-12-31 13F JPMORGAN CHASE &CO COM 46625H100 7,007 -26 -0.37 977 18.00 0.2798
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,033 7,033 828 0.3298
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.