JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWCG Wealth Advisors LLC
Latest Disclosed Ownership83,934 shares
Latest Disclosed Value $ 24,689,860
WCG Wealth Advisors LLC reports 12.22% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - WCG Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 83,934 shares of JPMorgan Chase & Co. (MX:JPM) valued at $24,689,860 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 74,791 shares of JPMorgan Chase & Co.. This represents a change in shares of 12.22% 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 83,934 9,143 12.22 24,690 2.45 0.6908
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 74,791 44,033 143.16 24,099 148.42 0.6754
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 30,758 -843 -2.67 9,702 5.89 0.6082
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 31,601 -269 -0.84 9,161 17.19 0.5925
2025-05-15 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 31,870 -2,160 -6.35 7,818 -4.17 0.5940
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 31,870 -2,160 8 0.5941
2025-02-19 2024-12-31 13F JPMORGAN CHASE COM 46625H100 34,030 267 0.79 8,157 116,428.57 0.5390
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 33,763 218 0.65 7 16.67 0.4808
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 33,545 517 1.57 7 0.00 0.5025
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 33,028 -8,885 -21.20 7 -14.29 0.5530
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 41,913 -3,753 -8.22 7 16.67 0.5238
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 45,666 22,523 97.32 7 100.00 0.4961
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 23,143 -95 -0.41 3 0.00 0.3912
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 23,238 1,622 7.50 3 -99.90 0.3880
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 21,616 4,267 24.60 2,899 33.36 0.3977
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 17,349 -2,002 -10.35 2,173 -0.28 0.2874
2022-08-23 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 19,351 19,351 2,179 0.3026
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 27,593 27,593 1,469 0.1986
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.