JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWestside Investment Management, Inc.
Latest Disclosed Ownership7,008 shares
Latest Disclosed Value $ 2,062,347
Westside Investment Management, Inc. reports 2.41% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Westside Investment Management, Inc. filed a 13F-HR form disclosing ownership of 7,008 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,062,347 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 7,181 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.41% 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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 7,008 -173 -2.41 2,062 -11.12 0.1537
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,181 -124 -1.70 2,320 1.13 0.3712
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,305 903 14.10 2,295 23.60 0.3666
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,402 416 6.95 1,857 26.52 0.3443
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,986 -40 -0.66 1,467 1.59 0.3126
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,026 141 2.40 1,444 16.73 0.3044
2024-11-20 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,885 -60 -1.01 1,238 2.91 0.2635
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,945 129 2.22 1,202 3.26 0.2751
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,816 -30 -0.51 1,164 17.10 0.2791
2024-01-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,846 317 5.73 994 24.09 0.2543
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,529 300 5.74 802 5.39 0.2309
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,229 0 0.00 761 11.44 0.2148
2023-05-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,229 100 1.95 682 1,237.25 0.2003
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,129 733 16.67 51 30.77 0.1258
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,396 1,322 43.01 40 14.71 0.0947
2022-07-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,074 -24 -0.77 34 -10.53 0.0771
2022-04-25 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,098 1,573 103.15 39 -15.56 0.0853
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,525 -75 -4.69 46 -2.17 0.1043
2021-10-27 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,600 1 0.06 47 4.55 0.1079
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,599 -1,137 -41.56 44 2.33 0.1025
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,736 -1,217 -30.79 43 -31.75 0.1147
2021-01-15 2020-12-31 13F JPMORGAN CHASE COM 46625H100 3,953 0 0.00 64 31.25 0.1754
2020-10-14 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,953 761 23.84 48 71.43 0.0220
2020-07-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,192 -700 -17.99 28 3.70 0.0168
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,892 -118 -2.94 27 22.73 0.0187
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,010 -125 -3.02 22 -94.55 0.0496
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,135 32 0.78 404 -12.74 0.1481
2018-11-08 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,103 213 5.48 464 13.20 0.1483
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,890 170 4.57 410 2.00 0.1442
2018-04-16 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,720 1,275 52.15 401 51.32 0.2204
2018-02-15 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,445 117 5.03 265 18.30 0.1437
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,328 16 0.69 224 4.19 0.1355
2017-09-14 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,312 84 3.77 215 11.98 0.1406
2017-08-15 2017-06-30 13F JPMORGAN CHASE COM 46625H100 2,312 84 215
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 2,228 850 61.68 192 61.34 0.0917
2017-05-11 2016-12-31 13F JPMORGAN CHASE COM 46625H100 1,378 1,378 120 0.0816
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.