JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership40,458 shares
Latest Disclosed Value $ 11,901,024
Avidian Wealth Solutions, LLC reports 95.53% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 40,458 shares of JPMorgan Chase & Co. (MX:JPM) valued at $11,901,024 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 20,691 shares of JPMorgan Chase & Co.. This represents a change in shares of 95.53% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 40,458 19,767 95.53 11,901 78.51 0.3765
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 20,691 -254 -1.21 6,667 0.92 0.2426
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 20,945 1,119 5.64 6,607 14.95 0.2488
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,826 -147 -0.74 5,748 17.31 0.2336
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,973 54 0.27 4,899 2.62 0.2181
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 19,919 228 1.16 4,775 14.98 0.2145
2024-10-30 2024-09-30 13F JPMORGAN CHASE COM 46625H100 19,691 -33 -0.17 4,152 4.09 0.1885
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 19,724 2,640 15.45 3,989 16.60 0.1656
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 17,084 4,909 40.32 3,422 65.27 0.1660
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 12,175 -346 -2.76 2,071 14.05 0.1274
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 12,521 -15 -0.12 1,816 -0.44 0.1279
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 12,536 -17,719 -58.57 1,823 -53.75 0.1194
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 30,255 1,843 6.49 3,942 3.46 0.2163
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 28,412 7,594 36.48 3,810 75.17 0.2481
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 20,818 -1,415 -6.36 2,175 -13.14 0.1572
2022-07-29 2022-06-30 13F JPMORGAN CHASE COM 46625H100 22,233 -2,848 -11.36 2,504 -26.76 0.1772
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 25,081 -2,845 -10.19 3,419 -22.68 0.2094
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 27,926 4,837 20.95 4,422 17.02 0.2752
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 23,089 1,856 8.74 3,779 14.41 0.2879
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 21,233 -16 -0.08 3,303 2.10 0.2534
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 21,249 -295 -1.37 3,235 18.15 0.2756
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 21,544 684 3.28 2,738 36.35 0.2596
2021-02-03 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 20,860 2,900 16.15 2,008 18.89 0.2275
2020-11-06 2020-09-30 13F JPMORGAN CHASE COM 46625H100 20,860 2,900 2,008 465,101.1966
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 17,960 1,655 10.15 1,689 15.05 0.2278
2020-04-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 16,305 6,994 75.12 1,468 13.10 0.2355
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 9,311 2,119 29.46 1,298 53.43 0.1845
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,192 2,206 44.24 846 51.89 0.1393
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,986 8 0.16 557 10.52 0.1317
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,978 9 0.18 504 3.92 0.1120
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,969 1,057 27.02 485 9.98 0.1693
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,912 -1,762 -31.05 441 -25.38 0.1380
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 5,674 -1,300 -18.64 591 -22.95 0.1865
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,974 31 0.45 767 3.37 0.2571
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 6,943 -30 -0.43 742 11.41 0.1985
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 6,973 10 0.14 666 4.72 0.2538
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 6,963 354 5.36 636 9.47 0.2644
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 6,609 1,295 24.37 581 26.58 0.2227
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 5,314 976 22.50 459 58.82 0.1999
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 4,338 4,338 0.00 289 0.1172
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 0 -858 -100.00 0 -100.00
2015-02-17 2014-12-31 13F JPMORGAN CHASE COM 46625H100 858 858 367 0.1511
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.