JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWellspring Financial Advisors, LLC
Latest Disclosed Ownership17,729 shares
Latest Disclosed Value $ 5,215,176
Wellspring Financial Advisors, LLC reports 8.68% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Wellspring Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 17,729 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,215,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 16,313 shares of JPMorgan Chase & Co.. This represents a change in shares of 8.68% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 17,729 1,416 8.68 5,215 -0.86 0.3911
2026-02-11 2025-12-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 16,313 12,803 364.76 5,261 375.16 0.4160
2026-02-11 2025-12-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 16,313 5,261
2025-11-13 2025-09-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 3,510 -956 -21.41 1,107 -14.39 0.1017
2025-08-13 2025-06-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 4,466 317 7.64 1,294 27.26 0.1299
2025-05-15 2025-03-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 4,149 146 3.65 1,017 5.94 0.1131
2025-02-13 2024-12-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 4,003 -322 -7.45 959 5.27 0.1002
2024-11-13 2024-09-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 4,325 650 17.69 912 22.61 0.1088
2024-08-12 2024-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,675 403 12.32 743 13.44 0.1011
2024-05-01 2024-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 3,272 281 9.39 655 28.94 0.1035
2024-02-13 2023-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,991 17 0.57 509 17.87 0.1266
2023-11-14 2023-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,974 1,346 82.68 431 82.63 0.1261
2023-08-11 2023-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,628 -49 -2.92 237 8.26 0.0670
2023-05-12 2023-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,677 -896 -34.82 219 -36.81 0.0649
2023-02-14 2022-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,573 2,573 345 0.1148
2022-11-14 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 0 -1,966 -100.00 0 -100.00
2022-08-12 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,966 -50 -2.48 221 -19.64 0.0770
2022-05-10 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,016 -16 -0.79 275 -14.60 0.0810
2022-01-03 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,032 127 6.67 322 3.21 0.0897
2021-11-12 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,905 0 0.00 312 5.41 0.0940
2021-08-13 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,905 -1,016 -34.78 296 12.55 0.0931
2021-05-17 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,921 800 37.72 263 -1.87 0.1268
2021-02-16 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,121 -298 -12.32 268 15.02 0.0935
2020-11-13 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,419 -10 -0.41 233 2.19 0.0913
2020-08-14 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,429 -492 -16.84 228 -13.31 0.0941
2020-05-14 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,921 2,921 263 0.1268
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.