JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWealthcare Capital Management Llc
Latest Disclosed Ownership2,229 shares
Latest Disclosed Value $ 655,683
Wealthcare Capital Management Llc ownership in JPM / JPMorgan Chase & Co.

On April 15, 2026 - Wealthcare Capital Management Llc filed a 13F-HR form disclosing ownership of 2,229 shares of JPMorgan Chase & Co. (MX:JPM) valued at $655,683 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 2,229 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,229 0 0.00 656 -8.77 0.0656
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,229 0 0.00 718 2.13 0.0713
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,229 1,480 197.60 703 223.96 0.0714
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 749 -604 -44.64 217 -34.44 0.0230
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,353 252 22.89 332 25.86 0.0337
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,101 148 15.53 264 31.50 0.0266
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 953 953 201 0.0202
2021-08-16 2021-06-30 13F JPMORGAN CHASE COMMON 46625H100 0 -828 -100.00 0 -100.00
2021-04-30 2021-03-31 13F JPMORGAN CHASE COMMON 46625H100 828 828 126 0.0127
2020-07-29 2020-06-30 13F JPMORGAN CHASE COMMON 46625H100 0 -294 -100.00 0 -100.00
2020-04-29 2020-03-31 13F JPMORGAN CHASE COMMON 46625H100 294 -178 -37.71 26 -60.61 0.0035
2020-01-29 2019-12-31 13F J P MORGAN CHASE COMMON 46625H100 472 242 105.22 66 144.44 0.0079
2019-10-16 2019-09-30 13F J P MORGAN CHASE COMMON 46625H100 230 0 0.00 27 3.85 0.0033
2019-07-30 2019-06-30 13F J P MORGAN CHASE COMMON 46625H100 230 0 0.00 26 13.04 0.0036
2019-05-13 2019-03-31 13F J P MORGAN CHASE COMMON 46625H100 230 0 0.00 23 4.55 0.0033
2019-02-14 2018-12-31 13F J P MORGAN CHASE COMMON 46625H100 230 0 0.00 22 -15.38 0.0034
2018-11-14 2018-09-30 13F J P MORGAN CHASE COMMON 46625H100 230 -116 -33.53 26 -27.78 0.0030
2018-08-14 2018-06-30 13F J P MORGAN CHASE COMMON 46625H100 346 140 67.96 36 56.52 0.0041
2018-05-14 2018-03-31 13F J P MORGAN CHASE COMMON 46625H100 206 90 77.59 23 91.67 0.0026
2018-02-14 2017-12-31 13F J P MORGAN CHASE COMMON 46625H100 116 0 0.00 12 9.09 0.0014
2017-11-14 2017-09-30 13F J P MORGAN CHASE COMMON 46625H100 116 0 0.00 11 0.00 0.0012
2017-08-22 2017-06-30 13F J P MORGAN CHASE COMMON 46625H100 116 0 0.00 11 10.00 0.0013
2017-04-11 2017-03-31 13F J P MORGAN CHASE COMMON 46625H100 116 0 0.00 10 0.00 0.0011
2017-01-11 2016-12-31 13F J P MORGAN CHASE COMMON 46625H100 116 -12 -9.38 10 11.11 0.0012
2016-10-13 2016-09-30 13F J P MORGAN CHASE COMMON 46625H100 128 0 0.00 9 12.50 0.0010
2016-08-12 2016-06-30 13F J P MORGAN CHASE COMMON 46625H100 128 12 10.34 8 14.29 0.0009
2017-09-20 2016-03-31 13F J P MORGAN CHASE COMMON 46625H100 116 0 0.00 7 -12.50 0.0008
2016-01-13 2015-12-31 13F J P MORGAN CHASE COMMON 46625H100 116 -723 -86.17 8 -84.31 0.0010
2015-11-13 2015-09-30 13F J P MORGAN CHASE COMMON 46625H100 839 -90 -9.69 51 -19.05 0.0062
2015-08-24 2015-06-30 13F J P MORGAN CHASE COMMON 46625H100 929 -1,789 -65.82 63 -61.82 0.0074
2015-05-13 2015-03-31 13F J P MORGAN CHASE COMMON 46625H100 2,718 1,970 263.37 165 251.06 0.0196
2015-02-11 2014-12-31 13F J P MORGAN CHASE COMMON 46625H100 748 -143 -16.05 47 -12.96 0.0065
2014-11-14 2014-09-30 13F J P MORGAN CHASE COMMON 46625H100 891 168 23.24 54 28.57 0.0078
2014-08-12 2014-06-30 13F J P MORGAN CHASE COMMON 46625H100 723 0 0.00 42 -4.55 0.0062
2014-05-13 2014-03-31 13F J P MORGAN CHASE COMMON 46625H100 723 0 0.00 44 4.76 0.0069
2014-02-12 2013-12-31 13F J P MORGAN CHASE COMMON 46625H100 723 0 0.00 42 13.51 0.0070
2013-10-22 2013-09-30 13F J P MORGAN CHASE COMMON 46625H100 723 -51 -6.59 37 -9.76 0.0063
2013-08-12 2013-06-30 13F J P MORGAN CHASE COMMON 46625H100 774 774 41 0.0074
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.