JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWealthbridge Capital Management, Llc
Latest Disclosed Ownership10,472 shares
Latest Disclosed Value $ 3,080,487
Wealthbridge Capital Management, Llc reports 1.44% increase in ownership of JPM / JPMorgan Chase & Co.

On April 17, 2026 - Wealthbridge Capital Management, Llc filed a 13F-HR form disclosing ownership of 10,472 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,080,487 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 10,323 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.44% 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)
2026-04-17 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,472 149 1.44 3,080 -7.40 0.7095
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,323 -44 -0.42 3,326 1.71 0.7578
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,367 -428 -3.96 3,270 4.51 0.7674
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,795 573 5.61 3,130 24.81 0.7936
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,222 -676 -6.20 2,507 -4.02 0.7085
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,898 -109 -0.99 2,612 12.59 0.7256
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,007 632 6.09 2,321 10.58 0.6630
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,375 -1,088 -9.49 2,098 -8.62 0.6903
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,463 58 0.51 2,296 18.35 0.7733
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,405 239 2.14 1,940 19.83 0.7270
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,166 315 2.90 1,619 2.60 0.6684
2023-08-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,851 -4,631 -29.91 1,578 -21.76 0.6309
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 15,482 -121 -0.78 2,017 -3.59 0.8037
2023-01-31 2022-12-31 13F JPMORGAN CHASE EQUITY 46625H100 15,603 -873 -5.30 2,092 12.78 0.8742
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 16,476 0 0.00 1,855 0.00 0.7913
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 16,476 939 6.04 1,855 -12.42 0.7913
2022-04-15 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 15,537 4,846 45.33 2,118 25.10 0.7919
2022-02-11 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,691 7 0.07 1,693 -3.20 0.6319
2021-11-12 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,684 61 0.57 1,749 5.87 0.6531
2021-08-16 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,623 21 0.20 1,652 2.35 0.6010
2021-05-17 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,602 135 1.29 1,614 21.35 0.6577
2021-02-12 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,467 83 0.80 1,330 33.00 0.5822
2020-11-13 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,384 -65 -0.62 1,000 1.73 0.5130
2020-08-14 2020-06-30 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 10,449 221 2.16 983 6.73 0.5570
2020-08-14 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,228 0 921 641,838.6832
2020-05-15 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,228 -490 -4.57 921 -38.35 0.6396
2020-02-12 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,718 -150 -1.38 1,494 16.81 0.9673
2019-11-14 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,868 1,074 10.97 1,279 33.79 0.9208
2019-08-13 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,794 -1,294 -11.67 956 -23.40 0.8729
2019-05-15 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,088 1,294 13.21 1,248 30.54 0.7933
2019-02-14 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,794 9,794 956 0.7268
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.