JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPrestige Wealth Management Group LLC
Latest Disclosed Ownership14,821 shares
Latest Disclosed Value $ 4,359,616
Prestige Wealth Management Group LLC reports 1.43% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Prestige Wealth Management Group LLC filed a 13F-HR form disclosing ownership of 14,821 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,359,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 15,036 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.43% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 14,821 -215 -1.43 4,360 -10.03 0.8560
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 15,036 553 3.82 4,845 6.06 0.9245
2026-02-20 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 14,483 171 1.19 4,568 10.10 0.8815
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 14,483 171 4,568 0.8815
2026-02-20 2025-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 14,312 -404 -2.75 4,149 14.96 0.8455
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 14,312 -404 4,149 0.8455
2026-02-20 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 14,716 -14 -0.10 3,610 2.24 0.7716
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 14,716 -14 3,610 0.7716
2026-02-20 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 14,730 310 2.15 3,531 16.12 0.7340
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 14,730 310 3,531 0.7340
2026-02-20 2024-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 14,420 -7,365 -33.81 3,041 -31.00 0.6287
2024-11-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 14,420 -7,365 3,041 0.6287
2026-02-20 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 21,785 6,574 43.22 4,406 44.65 0.9515
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 21,785 6,574 4,406 0.9515
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 15,211 -8,417 -35.62 3,047 -24.21 0.6563
2024-04-26 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 23,628 1,571 7.12 4,019 25.67 0.9119
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 23,628 1,571 4,019 0.7526
2024-04-26 2023-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 22,057 7,984 56.73 3,199 56.30 0.7887
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 22,057 7,984 3,199 0.7887
2024-04-26 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 14,073 -436 -3.01 2,047 8.25 0.4849
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 14,073 -436 2,047 0.4849
2024-04-26 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 14,509 35 0.24 1,891 -2.58 0.4753
2023-05-16 2023-03-31 13F JPMORGAN CHASE COM 46625H100 14,509 35 1,891 0.4654
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 14,474 1,175 8.84 1,941 39.57 0.5059
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 13,299 921 7.44 1,390 -0.29 0.3906
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 12,378 1,205 10.78 1,394 -8.47 0.3780
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 11,173 259 2.37 1,523 -11.86 0.3748
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 10,914 346 3.27 1,728 -0.12 0.4129
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,568 -857 -7.50 1,730 -2.64 0.4428
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 11,425 1,936 20.40 1,777 23.06 0.4718
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 9,489 1,592 20.16 1,444 43.97 0.3948
2021-02-17 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,897 -1,564 -16.53 1,003 10.10 0.2749
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 9,461 421 4.66 911 7.05 0.2751
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 9,040 2,056 29.44 851 35.51 0.3001
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,984 -1,540 -18.07 628 -47.14 0.2648
2020-01-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,524 2 0.02 1,188 18.44 0.6501
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 8,522 29 0.34 1,003 5.58 0.5870
2019-08-16 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,493 1,408 19.87 950 32.50 0.5746
2019-08-16 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,085 -4,108 -36.70 717 -34.40 0.4404
2019-04-16 2018-12-31 13F Jpmorgan Chase COM 46625H100 11,193 11,193 1,093 0.8048
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.