JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionThree Bridge Wealth Advisors, LLC
Latest Disclosed Ownership1,870 shares
Latest Disclosed Value $ 550,079
Three Bridge Wealth Advisors, LLC reports 8.33% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Three Bridge Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 1,870 shares of JPMorgan Chase & Co. (MX:JPM) valued at $550,079 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,040 shares of JPMorgan Chase & Co.. This represents a change in shares of -8.33% 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 1,870 -170 -8.33 550 -16.29 0.1510
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,040 0 0.00 657 2.18 0.1733
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,040 -944 -31.64 643 -25.66 0.1659
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,984 944 46.27 865 73.00 0.2280
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,040 0 0.00 500 2.25 0.1741
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,040 500 32.47 489 50.93 0.1712
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,540 0 0.00 325 4.18 0.1198
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,540 -500 -24.51 311 -23.77 0.1234
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,040 0 0.00 409 17.58 0.1610
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,040 0 0.00 347 17.63 0.1200
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,040 0 0.00 296 -0.34 0.1228
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,040 0 0.00 297 11.70 0.1256
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,040 2,040 266 0.1232
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.