JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRsm Us Wealth Management Llc
Latest Disclosed Ownership165,908 shares
Latest Disclosed Value $ 48,803,256
Rsm Us Wealth Management Llc reports 0.24% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Rsm Us Wealth Management Llc filed a 13F-HR form disclosing ownership of 165,908 shares of JPMorgan Chase & Co. (MX:JPM) valued at $48,803,256 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 165,515 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.24% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 165,908 393 0.24 48,803 -8.83 0.5992
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 165,515 -5,187 -3.04 53,531 -0.58 0.6820
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 170,702 -2,621 -1.51 53,844 7.16 0.7016
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 173,323 3,764 2.22 50,248 20.81 0.7008
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 169,559 -5,876 -3.35 41,593 -1.00 0.6455
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 175,435 9,409 5.67 42,012 22.22 0.6037
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 166,026 21,308 14.72 34,374 15.75 0.5042
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 144,718 81,923 130.46 29,697 136.11 0.4983
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 62,795 -5,344 -7.84 12,577 8.52 0.3229
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 68,139 27,253 66.66 11,590 95.48 0.3141
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 40,886 1,664 4.24 5,929 3.94 0.2099
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 39,222 1,215 3.20 5,704 15.19 0.1948
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 38,007 21,288 127.33 4,953 120.87 0.1748
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 16,719 491 3.03 2,242 32.19 0.1110
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 16,228 -998 -5.79 1,696 -12.58 0.0978
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 17,226 424 2.52 1,940 -15.28 0.1087
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 16,802 737 4.59 2,290 -9.98 0.1160
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 16,065 2,301 16.72 2,544 12.92 0.1242
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 13,764 -491 -3.44 2,253 1.62 0.1205
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 14,255 2,892 25.45 2,217 28.15 0.1198
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 11,363 756 7.13 1,730 28.34 0.1104
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 10,607 -3,528 -24.96 1,348 -0.96 0.0955
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 14,135 -336 -2.32 1,361 0.00 0.1138
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 14,471 -2,482 -14.64 1,361 -10.81 0.1317
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 16,953 -1,110 -6.15 1,526 -39.40 0.1876
2020-06-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 18,063 1,199 7.11 2,518 26.85 0.2500
2020-06-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 16,864 -3,070 -15.40 1,985 -10.95 0.2294
2020-06-04 2019-06-30 13F JPMORGAN CHASE COM 46625H100 19,934 541 2.79 2,229 13.55 0.2602
2020-06-04 2019-03-31 13F JPMORGAN CHASE COM 46625H100 19,393 2,260 13.19 1,963 17.33 0.2403
2020-06-04 2018-12-31 13F JPMORGAN CHASE COM 46625H100 17,133 691 4.20 1,673 -9.81 0.2392
2020-06-04 2018-09-30 13F JPMORGAN CHASE COM 46625H100 16,442 -6,405 -28.03 1,855 -22.09 0.2428
2020-06-04 2018-06-30 13F JPMORGAN CHASE COM 46625H100 22,847 -1,587 -6.50 2,381 -11.39 0.3191
2020-06-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 24,434 -14,383 -37.05 2,687 -35.27 0.3205
2020-06-04 2017-12-31 13F JPMORGAN CHASE COM 46625H100 38,817 4,239 12.26 4,151 25.67 0.5019
2020-06-04 2017-09-30 13F JPMORGAN CHASE COM 46625H100 34,578 5,994 20.97 3,303 26.41 0.4334
2020-06-04 2017-06-30 13F JPMORGAN CHASE COM 46625H100 28,584 28,584 2,613 0.3682
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.