JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWealth Alliance Advisory Group, LLC
Latest Disclosed Ownership14,571 shares
Latest Disclosed Value $ 4,286,107
Wealth Alliance Advisory Group, LLC reports 1.82% increase in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - Wealth Alliance Advisory Group, LLC filed a 13F-HR form disclosing ownership of 14,571 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,286,107 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 14,311 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.82% 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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 14,571 260 1.82 4,286 -7.05 0.6786
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,311 756 5.58 4,611 7.86 0.7896
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 13,555 225 1.69 4,276 10.64 0.7712
2025-07-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 13,330 175 1.33 3,865 19.78 0.7358
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 13,155 -242 -1.81 3,227 0.47 0.6690
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 13,397 -139 -1.03 3,211 12.51 0.6788
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 13,536 100 0.74 2,854 5.04 0.5995
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 13,436 234 1.77 2,718 2.76 0.6121
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 13,202 1,281 10.75 2,644 30.44 0.6137
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,921 908 8.24 2,028 26.93 0.5296
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,013 185 1.71 1,597 1.46 0.4736
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,828 -1,843 -14.55 1,575 -4.66 0.5560
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 12,671 -548 -4.15 1,651 -6.83 0.6177
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 13,219 281 2.17 1,773 31.07 0.6780
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 12,938 2,228 20.80 1,352 12.11 0.5959
2022-07-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 10,710 1,926 21.93 1,206 0.75 0.5697
2022-04-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 8,784 696 8.61 1,197 -6.56 0.5191
2022-01-13 2021-12-31 13F JPMORGAN CHASE COM 46625H100 8,088 968 13.60 1,281 9.96 0.5568
2021-10-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,120 108 1.54 1,165 6.78 0.5663
2021-07-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,012 154 2.25 1,091 4.50 0.5308
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,858 100 1.48 1,044 21.54 0.5354
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,758 977 16.90 859 54.22 0.4645
2020-10-08 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,781 585 11.26 557 13.91 0.3295
2020-07-08 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,196 12 0.23 489 4.71 0.2997
2020-04-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,184 1,068 25.95 467 -18.64 0.3626
2020-01-24 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,116 52 1.28 574 21.61 0.3277
2019-11-01 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,064 288 7.63 472 9.77 0.2934
2019-07-17 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,776 243 6.88 430 7.50 0.2651
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,533 -2,113 -37.42 400 -27.40 0.2580
2019-01-26 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,646 1,080 23.65 551 6.99 0.4123
2018-10-19 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,566 432 10.45 515 19.49 0.2635
2018-07-20 2018-06-30 13F JPMORGAN CHASE COM 46625H100 4,134 136 3.40 431 -2.05 0.2363
2018-06-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,998 687 20.75 440 24.29 0.2562
2018-04-11 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,311 3,311 354 0.3178
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.