JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWedbush Securities Inc
Latest Disclosed Ownership92,574 shares
Latest Disclosed Value $ 27,232
Wedbush Securities Inc reports 3.54% increase in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Wedbush Securities Inc filed a 13F-HR form disclosing ownership of 92,574 shares of JPMorgan Chase & Co. (MX:JPM) valued at $27,232 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 89,409 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.54% 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 92,574 3,165 3.54 27 -3.57 0.7941
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 89,409 4,523 5.33 29 7.69 0.8405
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 84,886 -1,143 -1.33 27 8.33 0.8746
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 86,029 -2,978 -3.35 25 14.29 0.8718
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 89,007 4,244 5.01 22 5.00 0.8013
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 84,763 -1,711 -1.98 20 11.11 0.7243
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 86,474 -14,278 -14.17 18 -10.00 0.6764
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 100,752 -1,073 -1.05 20 0.00 0.7285
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 101,825 5,719 5.95 20 25.00 0.7609
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 96,106 -1,839 -1.88 16 14.29 0.7241
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 97,945 -4,204 -4.12 14 0.00 0.7064
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 102,149 -9,878 -8.82 15 0.00 0.7088
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 112,027 -4,832 -4.13 15 -6.67 0.7305
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 116,859 -1,251 -1.06 16 -99.88 0.8614
2022-10-18 2022-09-30 13F JPMORGAN CHASE COM 46625H100 118,110 15,805 15.45 12,342 7.13 0.6931
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 102,305 1,350 1.34 11,521 -16.28 0.6273
2022-04-19 2022-03-31 13F JPMORGAN CHASE COM 46625H100 100,955 8,189 8.83 13,762 -6.31 0.6297
2022-01-13 2021-12-31 13F JPMORGAN CHASE COM 46625H100 92,766 -1,047 -1.12 14,689 -4.34 0.6329
2021-10-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 93,813 898 0.97 15,356 6.26 0.7288
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 92,915 16,855 22.16 14,452 24.81 0.6831
2021-04-26 2021-03-31 13F JPMORGAN CHASE COM 46625H100 76,060 16,105 26.86 11,579 51.98 0.6411
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 59,955 2,779 4.86 7,619 38.43 0.6680
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 57,176 -1,294 -2.21 5,504 0.07 0.5277
2020-07-16 2020-06-30 13F JPMORGAN CHASE COM 46625H100 58,470 1,494 2.62 5,500 7.21 0.5200
2020-04-17 2020-03-31 13F JPMORGAN CHASE COM 46625H100 56,976 5,378 10.42 5,130 -28.68 0.6105
2020-01-16 2019-12-31 13F JPMORGAN CHASE COM 46625H100 51,598 976 1.93 7,193 20.73 0.6393
2019-10-17 2019-09-30 13F JPMORGAN CHASE COM 46625H100 50,622 2,828 5.92 5,958 11.51 0.5829
2019-08-01 2019-06-30 13F JPMORGAN CHASE COM 46625H100 47,794 2,233 4.90 5,343 15.85 0.5371
2019-04-17 2019-03-31 13F JPMORGAN CHASE COM 46625H100 45,561 1,998 4.59 4,612 8.44 0.4955
2019-01-31 2018-12-31 13F JPMORGAN CHASE COM 46625H100 43,563 5,236 13.66 4,253 -1.66 0.5436
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 38,327 742 1.97 4,325 10.44 0.4907
2018-08-03 2018-06-30 13F JPMORGAN CHASE COM 46625H100 37,585 3,596 10.58 3,916 4.76 0.4855
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 33,989 -1,388 -3.92 3,738 -1.19 0.4882
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 35,377 64 0.18 3,783 12.16 0.4620
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 35,313 -2,838 -7.44 3,373 -3.27 0.4381
2017-08-02 2017-06-30 13F JPMORGAN CHASE COM 46625H100 38,151 3,072 8.76 3,487 13.18 0.4525
2017-05-05 2017-03-31 13F JPMORGAN CHASE COM 46625H100 35,079 952 2.79 3,081 4.62 0.4174
2017-01-25 2016-12-31 13F JPMORGAN CHASE COM 46625H100 34,127 -6,614 -16.23 2,945 8.55 0.4337
2016-11-04 2016-09-30 13F JPMORGAN CHASE COM 46625H100 40,741 8,230 25.31 2,713 34.31 0.4041
2016-08-02 2016-06-30 13F JPMORGAN CHASE COM 46625H100 32,511 1,430 4.60 2,020 9.72 0.3306
2016-05-02 2016-03-31 13F JPMORGAN CHASE COM 46625H100 31,081 3,244 11.65 1,841 0.16 0.3199
2016-02-03 2015-12-31 13F JPMORGAN CHASE COM 46625H100 27,837 3,601 14.86 1,838 24.36 0.3321
2015-10-28 2015-09-30 13F JPMORGAN CHASE COM 46625H100 24,236 1,541 6.79 1,478 -3.90 0.2968
2015-08-10 2015-06-30 13F JPMORGAN CHASE COM 46625H100 22,695 -3,357 -12.89 1,538 -2.53 0.2838
2015-05-12 2015-03-31 13F JPMORGAN CHASE COM 46625H100 26,052 26,052 0.00 1,578 0.2681
2015-01-27 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -33,607 -100.00 0 -100.00
2014-11-07 2014-09-30 13F JPMORGAN CHASE COM 46625H100 33,607 -2,326 -6.47 2,024 -2.22 0.3152
2014-08-04 2014-06-30 13F JPMORGAN CHASE COM 46625H100 35,933 1,486 4.31 2,070 -1.00 0.3301
2014-05-09 2014-03-31 13F JPMORGAN CHASE COM 46625H100 34,447 286 0.84 2,091 4.65 0.3665
2014-02-03 2013-12-31 13F JPMORGAN CHASE COM 46625H100 34,161 467 1.39 1,998 14.70 0.4719
2013-10-28 2013-09-30 13F JPMORGAN CHASE COM 46625H100 33,694 2,897 9.41 1,742 7.13 0.4601
2013-08-12 2013-06-30 13F JPMORGAN CHASE COM 46625H100 30,797 30,797 1,626 0.4462
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.