JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWedmont Private Capital
Latest Disclosed Ownership50,587 shares
Latest Disclosed Value $ 15,579,227
Wedmont Private Capital reports 5.81% increase in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - Wedmont Private Capital filed a 13F-HR form disclosing ownership of 50,587 shares of JPMorgan Chase & Co. (MX:JPM) valued at $15,579,227 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 47,811 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.81% 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.

Upgrade to unlock premium data and export to Excel .

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 50,587 2,776 5.81 15,579 -0.35 0.5024
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 47,811 1,694 3.67 15,634 10.18 0.5432
2025-10-08 2025-09-30 13F JPMORGAN CHASE COM 46625H100 46,117 2,070 4.70 14,190 13.77 0.5272
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 44,047 1,548 3.64 12,472 24.25 0.5321
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 42,499 1,783 4.38 10,038 2.79 0.5145
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 40,716 4,107 11.22 9,767 26.49 0.5153
2024-10-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 36,609 1,448 4.12 7,722 7.16 0.4409
2024-07-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 35,161 3,059 9.53 7,206 13.86 0.4533
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 32,102 1,662 5.46 6,329 20.86 0.4624
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 30,440 4,050 15.35 5,236 37.07 0.4284
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 26,390 2,188 9.04 3,820 5.41 0.3864
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 24,202 5,075 26.53 3,625 48.16 0.3903
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 19,127 1,577 8.99 2,446 1.07 0.3228
2023-01-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 17,550 2,982 20.47 2,421 59.00 0.3624
2022-10-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 14,568 1,622 12.53 1,522 4.39 0.3059
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 12,946 2,853 28.27 1,458 6.27 0.3143
2022-04-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 10,093 1,017 11.21 1,372 -10.15 0.3060
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 9,076 9,076 1,527 0.4708
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.