JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWilsey Asset Management Inc
Latest Disclosed Ownership148,516 shares
Latest Disclosed Value $ 43,687,508
Wilsey Asset Management Inc reports 8.03% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Wilsey Asset Management Inc filed a 13F-HR form disclosing ownership of 148,516 shares of JPMorgan Chase & Co. (MX:JPM) valued at $43,687,508 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 137,477 shares of JPMorgan Chase & Co.. This represents a change in shares of 8.03% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 148,516 11,039 8.03 43,688 -1.38 6.8501
2026-01-07 2025-12-31 13F JPMORGAN CHASE COM 46625H100 137,477 -1,834 -1.32 44,298 0.81 6.8776
2025-10-09 2025-09-30 13F JPMORGAN CHASE COM 46625H100 139,311 -4,623 -3.21 43,943 5.31 8.0584
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 143,934 -214 -0.15 41,728 18.01 7.6880
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 144,148 -7,066 -4.67 35,360 -2.45 7.0871
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 151,214 -1,598 -1.05 36,247 12.49 6.7193
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 152,812 -576 -0.38 32,222 3.86 5.9091
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 153,388 -26,459 -14.71 31,024 -13.88 6.5164
2024-04-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 179,847 -4,850 -2.63 36,023 14.66 7.3407
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 184,697 -1,245 -0.67 31,417 16.51 6.4114
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 185,942 3,950 2.17 26,965 1.88 6.1189
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 181,992 -3,044 -1.65 26,469 9.77 5.8541
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 185,036 4,069 2.25 24,112 -0.64 5.4503
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 180,967 -831 -0.46 24,268 27.73 5.7696
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 181,798 7,807 4.49 18,998 -3.04 4.9915
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 173,991 3,123 1.83 19,593 -15.88 4.8530
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 170,868 9,520 5.90 23,293 -8.83 5.3456
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 161,348 1,956 1.23 25,549 -2.08 5.7917
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 159,392 -3,601 -2.21 26,091 2.91 6.3706
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 162,993 4,663 2.95 25,352 5.18 6.7551
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 158,330 -1,830 -1.14 24,103 18.43 6.8874
2021-02-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 160,160 -1,709 -1.06 20,352 30.60 6.2140
2020-10-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 161,869 2,889 1.82 15,583 4.16 6.7981
2020-07-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 158,980 2,347 1.50 14,960 13.25 6.2008
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 156,633 4,744 3.12 13,210 -37.29 6.7580
2020-02-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 151,889 -3,659 -2.35 21,064 15.79 7.6383
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 155,548 3,818 2.52 18,192 7.08 7.1443
2019-08-23 2019-06-30 13F JPMORGAN CHASE COM 46625H100 151,730 -1,412 -0.92 16,989 8.69 6.9731
2019-04-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 153,142 2,809 1.87 15,631 7.28 6.5189
2019-02-01 2018-12-31 13F JPMORGAN CHASE COM 46625H100 150,333 2,806 1.90 14,570 -12.75 7.0875
2018-10-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 147,527 542 0.37 16,699 8.99 7.2287
2018-08-22 2018-06-30 13F JPMORGAN CHASE COM 46625H100 146,985 1,901 1.31 15,322 -3.58 7.9087
2018-04-18 2018-03-31 13F JPMORGAN CHASE COM 46625H100 145,084 6,312 4.55 15,891 7.08 8.7165
2018-02-03 2017-12-31 13F JPMORGAN CHASE COM 46625H100 138,772 -967 -0.69 14,840 10.84 8.3255
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 139,739 -5,099 -3.52 13,389 1.09 8.6359
2017-07-26 2017-06-30 13F JPMORGAN CHASE COM 46625H100 144,838 10,018 7.43 13,245 11.27 9.6204
2017-03-31 2017-03-31 13F JPMORGAN CHASE COM 46625H100 134,820 -3,301 -2.39 11,904 -0.03 8.3388
2017-01-17 2016-12-31 13F JPMORGAN CHASE COM 46625H100 138,121 -1,953 -1.39 11,907 26.85 8.4211
2016-10-11 2016-09-30 13F JPMORGAN CHASE COM 46625H100 140,074 -3,473 -2.42 9,387 5.24 7.2233
2016-07-13 2016-06-30 13F JPMORGAN CHASE COM 46625H100 143,547 -4,836 -3.26 8,920 1.51 6.3794
2016-04-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 148,383 -355 -0.24 8,787 -10.53 6.1604
2016-01-13 2015-12-31 13F JPMORGAN CHASE COM 46625H100 148,738 378 0.25 9,821 8.58 7.0797
2015-10-05 2015-09-30 13F JPMORGAN CHASE COM 46625H100 148,360 4,609 3.21 9,045 -7.01 6.9911
2015-07-20 2015-06-30 13F JPMORGAN CHASE COM 46625H100 143,751 -659 -0.46 9,727 11.33 7.8021
2015-04-06 2015-03-31 13F JPMORGAN CHASE COM 46625H100 144,410 -3,434 -2.32 8,737 -5.57 6.5289
2015-01-09 2014-12-31 13F JPMORGAN CHASE COM 46625H100 147,844 62 0.04 9,252 3.93 6.4847
2014-10-01 2014-09-30 13F JPMORGAN CHASE COM 46625H100 147,782 4,630 3.23 8,902 7.93 7.1089
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 143,152 6,099 4.45 8,248 -0.87 6.4300
2014-05-29 2014-03-31 13F JPMORGAN CHASE COMMON 46625H100 137,053 1,764 1.30 8,320 -99.89 6.7132
2014-01-30 2013-12-31 13F JPMORGAN CHASE COMMON 46625H100 135,289 135,289 7,839,998 7.1915
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.