JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWestshore Wealth, LLC
Latest Disclosed Ownership1,984 shares
Latest Disclosed Value $ 583,517
Westshore Wealth, LLC reports 3.23% increase in ownership of JPM / JPMorgan Chase & Co.

On May 27, 2026 - Westshore Wealth, LLC filed a 13F-HR form disclosing ownership of 1,984 shares of JPMorgan Chase & Co. (MX:JPM) valued at $583,517 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 25, 2026 disclosing 1,922 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.23% 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)
2026-05-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,984 62 3.23 584 -5.82 0.2047
2026-02-25 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,922 -368 -16.07 619 -14.27 0.2049
2025-11-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,290 -58 -2.47 722 6.18 0.2468
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,348 2 0.09 681 18.26 0.2612
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,346 -75 -3.10 575 -0.86 0.2434
2025-05-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,421 -47 -1.90 580 11.54 0.2350
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,468 144 6.20 520 10.64 0.2127
2024-11-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,324 -11 -0.47 470 0.64 0.1952
2024-11-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,335 -12 -0.51 468 17.04 0.1945
2024-02-15 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,347 -68 -2.82 399 14.00 0.1842
2024-02-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,415 83 3.56 350 3.24 0.1946
2023-09-05 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,332 -1,614 -40.90 339 -34.05 0.1730
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,946 97 2.52 514 -0.39 0.2700
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,849 1 0.03 516 28.36 0.2941
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,848 38 1.00 402 -6.29 0.2767
2022-07-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,810 130 3.53 429 -14.54 0.2796
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,680 452 14.00 502 -1.76 0.3372
2022-02-17 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,228 263 8.87 511 5.36 0.3502
2021-11-16 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,965 -5,904 -66.57 485 -64.83 0.3916
2021-08-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 8,869 13 0.15 1,379 2.30 0.7092
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 8,856 6,003 210.41 1,348 238.69 0.7693
2020-03-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,853 2,853 398 0.4381
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.