JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRWM Asset Management, LLC
Latest Disclosed Ownership17,386 shares
Latest Disclosed Value $ 5,114,266
RWM Asset Management, LLC reports 315.54% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - RWM Asset Management, LLC filed a 13F-HR form disclosing ownership of 17,386 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,114,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 4,184 shares of JPMorgan Chase & Co.. This represents a change in shares of 315.54% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 17,386 13,202 315.54 5,114 306.20 0.5593
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,184 0 0.00 1,260 -4.55 0.1445
2025-10-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,184 85 2.07 1,320 11.03 0.1617
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,099 2,052 100.24 1,188 136.65 0.1597
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,047 -15 -0.73 502 1.62 0.0797
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,062 116 5.96 494 20.49 0.0807
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,946 95 5.13 410 9.63 0.0720
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,851 -12 -0.64 374 0.27 0.0673
2024-04-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,863 -342 -15.51 373 -1.06 0.0669
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,205 0 0.00 378 18.18 0.0710
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,205 2,205 320 0.0645
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 0 -4,416 -100.00 0 -100.00
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,416 312 7.60 592 38.00 0.1282
2022-10-25 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,104 -70 -1.68 429 -8.72 0.0963
2022-07-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,174 97 2.38 470 -15.47 0.1036
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,077 46 1.14 556 -12.85 0.1082
2022-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,031 0 0.00 638 -3.33 0.1230
2021-10-28 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,031 -1,762 -30.42 660 -26.75 0.1325
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,793 1,708 41.81 901 44.86 0.1724
2021-04-22 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,085 54 1.34 622 21.48 0.1298
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,031 4,031 512 0.1068
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.