JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTradition Wealth Management, LLC
Latest Disclosed Ownership16,880 shares
Latest Disclosed Value $ 4,965,325
Tradition Wealth Management, LLC reports 0.29% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Tradition Wealth Management, LLC filed a 13F-HR form disclosing ownership of 16,880 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,965,325 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 16,831 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.29% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 16,880 49 0.29 4,965 -8.45 0.3532
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 16,831 301 1.82 5,423 4.03 0.3892
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 16,530 911 5.83 5,214 15.13 0.3856
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 15,619 2,120 15.70 4,528 36.76 0.3616
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 13,499 472 3.62 3,311 6.05 0.2914
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 13,027 324 2.55 3,123 16.58 0.2751
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 12,703 550 4.53 2,679 8.95 0.2387
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 12,153 746 6.54 2,458 7.62 0.2375
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,407 755 7.09 2,285 228,300.00 0.2313
2024-02-12 2023-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 10,652 -378 -3.43 2 0.00 0.1896
2023-11-13 2023-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 11,030 353 3.31 2 0.00 0.1905
2023-08-14 2023-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 10,677 -110 -1.02 2 0.00 0.1813
2023-05-12 2023-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 10,787 1,258 13.20 1 0.00 0.1749
2023-02-03 2022-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 9,529 -94 -0.98 1 -99.90 0.1804
2022-11-14 2022-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 9,623 1,203 14.29 1,006 6.12 0.1511
2022-08-02 2022-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 8,420 -84 -0.99 948 -18.21 0.1377
2022-05-11 2022-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 8,504 280 3.40 1,159 -10.98 0.1479
2022-02-14 2021-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 8,224 893 12.18 1,302 8.50 0.1638
2021-11-12 2021-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 7,331 273 3.87 1,200 9.29 0.1708
2021-08-09 2021-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 7,058 -118 -1.64 1,098 0.55 0.1644
2021-05-14 2021-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 7,176 224 3.22 1,092 23.67 0.1890
2021-02-16 2020-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 6,952 6,952 883 0.1712
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.