JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWESPAC Advisors SoCal, LLC
Latest Disclosed Ownership40,697 shares
Latest Disclosed Value $ 11,971,481
WESPAC Advisors SoCal, LLC reports 5.12% increase in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - WESPAC Advisors SoCal, LLC filed a 13F-HR form disclosing ownership of 40,697 shares of JPMorgan Chase & Co. (MX:JPM) valued at $11,971,481 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 38,715 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.12% 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 40,697 1,982 5.12 11,971 -4.03 2.5459
2026-01-07 2025-12-31 13F JPMORGAN CHASE COM 46625H100 38,715 203 0.53 12,475 2.69 2.5157
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 38,512 -1,226 -3.09 12,148 5.44 2.4666
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 39,738 177 0.45 11,520 18.71 2.5706
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 39,561 -1,705 -4.13 9,704 -1.89 2.5277
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 41,266 -3,535 -7.89 9,892 4.71 2.2375
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 44,801 -304 -0.67 9,447 3.55 2.1849
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 45,105 -1,109 -2.40 9,123 -1.45 2.2915
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 46,214 -785 -1.67 9,257 15.79 2.4218
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 46,999 710 1.53 7,995 19.10 2.3289
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 46,289 247 0.54 6,713 0.24 2.2683
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 46,042 211 0.46 6,696 12.12 2.2929
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 45,831 218 0.48 5,972 -2.35 2.0602
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 45,613 344 0.76 6,117 7.34 2.2746
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 45,269 45,269 5,698 2.3814
2020-04-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -55,681 -100.00 0 -100.00
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 55,681 -2,398 -4.13 7,762 13.56 3.6850
2019-10-17 2019-09-30 13F JPMORGAN CHASE COM 46625H100 58,079 120 0.21 6,835 5.49 3.3761
2019-07-30 2019-06-30 13F JPMorgan Chase COM 46625H100 57,959 5,380 10.23 6,479 21.74 3.4521
2019-05-02 2019-03-31 13F JPMorgan Chase COM 46625H100 52,579 331 0.63 5,322 4.35 2.9444
2019-05-06 2018-12-31 13F/A-1 JPMorgan Chase COM 46625H100 52,248 899 1.75 5,100 -11.98 3.2196
2019-02-07 2018-12-31 13F JPMorgan Chase COM 46625H100 52,248 899 5,100,449
2018-10-22 2018-09-30 13F JPMorgan Chase COM 46625H100 51,349 -175 -0.34 5,794 7.94 2.9069
2018-08-03 2018-06-30 13F/A-2 JPMorgan Chase COM 46625H100 51,524 350 0.68 5,368 -4.60 3.0916
2018-07-13 2018-06-30 13F JPMorgan Chase COM 46625H100 51,174 0 5,627
2018-04-16 2018-03-31 13F JPMorgan Chase COM 46625H100 51,174 975 1.94 5,627 4.82 3.2599
2018-02-13 2017-12-31 13F JPMorgan Chase COM 46625H100 50,199 60 0.12 5,368 12.11 3.0620
2017-11-03 2017-09-30 13F JPMorgan Chase COM 46625H100 50,139 -1,625 -3.14 4,788 1.20 2.8498
2017-08-11 2017-06-30 13F JPMorgan Chase COM 46625H100 51,764 2,040 4.10 4,731 8.34 3.0245
2017-05-12 2017-03-31 13F JPMorgan Chase COM 46625H100 49,724 2,630 5.58 4,368 7.48 2.7096
2017-02-13 2016-12-31 13F JPMorgan Chase COM 46625H100 47,094 -1,065 -2.21 4,064 26.73 2.6321
2016-11-14 2016-09-30 13F JPMorgan Chase COM 46625H100 48,159 -1,625 -3.26 3,207 3.65 2.1640
2016-08-12 2016-06-30 13F JPMorgan Chase COM 46625H100 49,784 -1,225 -2.40 3,094 2.42 2.0131
2016-08-12 2016-03-31 13F JPMorgan Chase COM 46625H100 51,009 -1,945 -3.67 3,021 -13.62 2.2249
2016-03-03 2015-12-31 13F JPMorgan Chase COM 46625H100 52,954 52,954 3,496 2.3067
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.