JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRed Door Wealth Management, LLC
Latest Disclosed Ownership83,085 shares
Latest Disclosed Value $ 24,440,166
Red Door Wealth Management, LLC reports 1.18% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Red Door Wealth Management, LLC filed a 13F-HR form disclosing ownership of 83,085 shares of JPMorgan Chase & Co. (MX:JPM) valued at $24,440,166 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 82,120 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.18% 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 83,085 965 1.18 24,440 -7.63 2.5414
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 82,120 272 0.33 26,461 2.49 2.7531
2025-10-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 81,848 1,389 1.73 25,818 10.68 2.7415
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 80,459 8,234 11.40 23,326 31.66 2.7843
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 72,225 2,555 3.67 17,717 6.08 2.6190
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 69,670 4,776 7.36 16,701 22.05 2.5566
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 64,894 2,823 4.55 13,684 8.99 2.2760
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 62,071 2,866 4.84 12,554 5.87 2.2128
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 59,205 810 1.39 11,859 19.39 2.2851
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 58,395 1,886 3.34 9,933 21.21 2.1569
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 56,509 -5,863 -9.40 8,195 -9.67 2.0482
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 62,372 9,561 18.10 9,071 31.83 2.0109
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 52,811 541 1.04 6,882 -1.83 2.1578
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 52,270 3,197 6.51 7,009 36.68 2.3018
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 49,073 1,890 4.01 5,128 -3.48 1.9432
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 47,183 1,685 3.70 5,313 -14.33 1.9664
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 45,498 4,628 11.32 6,202 -4.16 2.0793
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 40,870 1,760 4.50 6,471 1.08 2.1222
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 39,110 3,247 9.05 6,402 14.77 2.4493
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 35,863 2,952 8.97 5,578 11.25 2.1692
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 32,911 1,883 6.07 5,014 27.16 2.5561
2021-01-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 31,028 782 2.59 3,943 35.27 2.3245
2020-10-14 2020-09-30 13F JPMORGAN CHASE COM 46625H100 30,246 335 1.12 2,915 3.63 2.1469
2020-07-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 29,911 1,462 5.14 2,813 9.84 2.0584
2020-04-20 2020-03-31 13F J P MORGAN CHASE COM 46625H100 28,449 3,172 12.55 2,561 -27.00 2.4309
2020-01-29 2019-12-31 13F J P MORGAN CHASE COM 46625H100 25,277 25,277 3,508 3.1234
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.