JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership63,689 shares
Latest Disclosed Value $ 18,734,614
Western Wealth Management, LLC reports 49.06% increase in ownership of JPM / JPMorgan Chase & Co.

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 63,689 shares of JPMorgan Chase & Co. (MX:JPM) valued at $18,734,614 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 42,728 shares of JPMorgan Chase & Co.. This represents a change in shares of 49.06% 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)
2026-05-19 2026-03-31 13F JPMORGAN CHASE COM 46625H100 63,689 20,961 49.06 18,735 36.08 0.4354
2026-02-05 2025-12-31 13F JPMORGAN CHASE Common Stock 46625H100 42,728 3,256 8.25 13,768 10.58 0.6342
2025-11-06 2025-09-30 13F JPMORGAN CHASE Common Stock 46625H100 39,472 937 2.43 12,451 11.45 0.6567
2025-08-11 2025-06-30 13F JPMORGAN CHASE Common Stock 46625H100 38,535 2,257 6.22 11,172 25.55 0.6629
2025-04-23 2025-03-31 13F JPMORGAN CHASE Common Stock 46625H100 36,278 1,095 3.11 8,899 5.51 0.5889
2025-04-16 2024-12-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 35,183 -16,744 -32.25 8,434 -22.98 0.5495
2025-02-18 2024-12-31 13F JPMORGAN CHASE COM 46625H100 18,438 -33,489 4,420 1.3271
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 51,927 18,839 56.94 10,949 63.61 0.6242
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 33,088 1,480 4.68 6,692 5.70 0.4960
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 31,608 -19,323 -37.94 6,331 -26.92 0.4921
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 50,931 736 1.47 8,663 19.01 0.6244
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 50,195 3,326 7.10 7,279 6.79 0.6151
2023-08-30 2023-06-30 13F JPMORGAN CHASE COM 46625H100 46,869 1,717 3.80 6,817 15.86 0.5815
2023-08-30 2023-03-31 13F JPMORGAN CHASE COM 46625H100 45,152 1,734 3.99 5,884 1.05 0.5476
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 43,418 -22,984 -34.61 5,822 -20.32 0.5951
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 66,402 8,630 14.94 7,307 11.73 0.4184
2022-07-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 57,772 -11,198 -16.24 6,540 -30.44 0.3754
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 68,970 37,812 121.36 9,402 90.44 0.4563
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 31,158 -3,132 -9.13 4,937 -7.60 0.4874
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 34,290 9,886 40.51 5,343 43.82 0.5494
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 24,404 1,480 6.46 3,715 27.53 0.4994
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 22,924 -1,837 -7.42 2,913 22.14 0.4275
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 24,761 576 2.38 2,385 4.79 0.3896
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 24,185 899 3.86 2,276 8.17 0.4127
2020-04-27 2020-03-31 13F JPMORGAN CHASE COM 46625H100 23,286 2,309 11.01 2,104 -28.04 0.4826
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 20,977 -1,566 -6.95 2,924 10.01 0.4431
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 22,543 -864 -3.69 2,658 1.33 0.5532
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 23,407 -886 -3.65 2,623 6.76 0.3445
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 24,293 1,569 6.90 2,457 10.43 0.5469
2019-02-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 22,724 22,724 2,225 0.5985
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.