JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWealthTrust Axiom LLC
Latest Disclosed Ownership5,643 shares
Latest Disclosed Value $ 1,659,825
WealthTrust Axiom LLC reports 1.40% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - WealthTrust Axiom LLC filed a 13F-HR form disclosing ownership of 5,643 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,659,825 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,723 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.40% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,643 -80 -1.40 1,660 -10.03 0.4084
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,723 42 0.74 1,844 2.96 0.4744
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,681 1 0.02 1,792 8.81 0.4800
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,680 0 0.00 1,647 18.16 0.4842
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,680 -62 -1.08 1,393 1.24 0.4242
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,742 -34 -0.59 1,376 13.06 0.4102
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,776 1 0.02 1,218 4.20 0.3609
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,775 263 4.77 1,168 5.89 0.3872
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,512 -104 -1.85 1,104 15.50 0.3556
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,616 418 8.04 955 26.83 0.3194
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,198 -630 -10.81 754 -11.10 0.2711
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,828 -19 -0.32 848 11.15 0.2812
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,847 169 2.98 762 0.13 0.2598
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,678 -39 -0.68 761 27.47 0.2656
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,717 -9 -0.16 597 -7.30 0.2275
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,726 2 0.03 644 -17.44 0.2295
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,724 -60 -1.04 780 -14.75 0.2436
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,784 -38 -0.65 915 -3.99 0.2924
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,822 53 0.92 953 6.24 0.3226
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,769 -609 -9.55 897 -7.53 0.2879
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,378 480 8.14 970 29.51 0.3281
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,898 -559 -8.66 749 20.61 0.2721
2020-10-21 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,457 -1,246 -16.18 621 -14.23 0.2675
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 7,703 501 6.96 724 11.73 0.3187
2020-04-10 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,202 2,200 43.98 648 -7.03 0.3178
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,002 -250 -4.76 697 12.78 0.2331
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,252 -100 -1.87 618 3.34 0.2183
2019-08-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 5,352 0 0.00 598 10.54 0.2078
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 5,352 0 0.00 541 3.64 0.1924
2019-02-01 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,352 0 0.00 522 -13.43 0.2137
2018-11-01 2018-09-30 13F JPMORGAN CHASE COM 46625H100 5,352 100 1.90 603 10.24 0.2035
2018-07-30 2018-06-30 13F JPMORGAN CHASE COM 46625H100 5,252 650 14.12 547 8.10 0.1932
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 4,602 736 19.04 506 22.52 0.1845
2018-02-01 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,866 -936 -19.49 413 -9.83 0.1536
2017-11-01 2017-09-30 13F JPMORGAN CHASE COM 46625H100 4,802 1,569 48.53 458 55.25 0.1742
2017-07-31 2017-06-30 13F JPMORGAN CHASE COM 46625H100 3,233 0 0.00 295 4.24 0.1107
2017-04-27 2017-03-31 13F JPMORGAN CHASE COM 46625H100 3,233 -33,500 -91.20 283 -91.07 0.1035
2017-01-30 2016-12-31 13F JPMORGAN CHASE COM 46625H100 36,733 575 1.59 3,169 31.66 1.1513
2016-10-31 2016-09-30 13F JPMORGAN CHASE COM 46625H100 36,158 32,259 827.37 2,407 894.63 0.8994
2016-07-26 2016-06-30 13F JPMORGAN CHASE COM 46625H100 3,899 0 0.00 242 5.22 0.0931
2016-04-27 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3,899 300 8.34 230 -2.95 0.0908
2016-01-28 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,599 0 0.00 237 8.22 0.0940
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 3,599 0 0.00 219 -9.88 0.0911
2015-08-03 2015-06-30 13F JPMORGAN CHASE COM 46625H100 3,599 0 0.00 243 11.47 0.0898
2015-05-11 2015-03-31 13F JPMORGAN CHASE COM 46625H100 3,599 3,599 0.00 218 0.0777
2015-02-04 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -3,649 -100.00 0 -100.00
2014-11-05 2014-09-30 13F JPMORGAN CHASE COM 46625H100 3,649 0 0.00 219 4.29 0.0776
2014-08-01 2014-06-30 13F JPMORGAN CHASE COM 46625H100 3,649 0 0.00 210 -4.98 0.0711
2014-04-30 2014-03-31 13F JPMORGAN CHASE COM 46625H100 3,649 0 0.00 221 3.76 0.0796
2014-02-07 2013-12-31 13F JPMORGAN CHASE COM 46625H100 3,649 3,649 213 0.0820
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.