JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWimmer Associates 1, Llc
Latest Disclosed Ownership3,861 shares
Latest Disclosed Value $ 1,135,752
Wimmer Associates 1, Llc reports 1.51% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Wimmer Associates 1, Llc filed a 13F-HR form disclosing ownership of 3,861 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,135,752 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,920 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.51% 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)
2026-05-15 2026-03-31 13F JP MORGAN CHASE COM 46625H100 3,861 -59 -1.51 1,136 -10.13 0.5550
2026-02-13 2025-12-31 13F JP MORGAN CHASE COM 46625H100 3,920 0 0.00 1,263 2.18 0.5873
2025-11-14 2025-09-30 13F JP MORGAN CHASE COM 46625H100 3,920 0 0.00 1,236 8.80 0.5943
2025-08-14 2025-06-30 13F JP MORGAN CHASE COM 46625H100 3,920 0 0.00 1,136 10.29 0.5810
2025-05-15 2025-03-31 13F JP MORGAN CHASE COM 46625H100 3,920 -194 -4.72 1,031 4.46 0.5438
2025-02-14 2024-12-31 13F JP MORGAN CHASE COM 46625H100 4,114 40 0.98 986 14.78 0.4875
2024-11-14 2024-09-30 13F JP MORGAN CHASE COM 46625H100 4,074 0 0.00 859 4.25 0.4205
2024-08-13 2024-06-30 13F JP MORGAN CHASE COM 46625H100 4,074 -81 -1.95 824 -0.96 0.4224
2024-05-14 2024-03-31 13F JP MORGAN CHASE COM 46625H100 4,155 -10 -0.24 832 17.51 0.4376
2024-02-14 2023-12-31 13F JP MORGAN CHASE COM 46625H100 4,165 -55 -1.30 708 15.88 0.3996
2023-11-14 2023-09-30 13F JP MORGAN CHASE COM 46625H100 4,220 55 1.32 612 0.99 0.3819
2023-08-14 2023-06-30 13F JP MORGAN CHASE COM 46625H100 4,165 -40 -0.95 606 6.51 0.3644
2023-05-16 2023-03-31 13F JP MORGAN CHASE COM 46625H100 4,205 -14 -0.33 569 0.53 0.3631
2023-02-14 2022-12-31 13F JP MORGAN CHASE COM 46625H100 4,219 25 0.60 566 7.01 0.3734
2022-11-14 2022-09-30 13F JP MORGAN CHASE COM 46625H100 4,194 -125 -2.89 528 8.64 0.3495
2022-08-12 2022-06-30 13F JP MORGAN CHASE COM 46625H100 4,319 -190 -4.21 486 -20.98 0.3167
2022-05-13 2022-03-31 13F JP MORGAN CHASE COM 46625H100 4,509 -128 -2.76 615 -16.21 0.3419
2022-02-16 2021-12-31 13F JP MORGAN CHASE COM 46625H100 4,637 63 1.38 734 -2.00 0.3934
2021-11-12 2021-09-30 13F JP MORGAN CHASE COM 46625H100 4,574 -40 -0.87 749 4.32 0.4439
2021-08-12 2021-06-30 13F JP MORGAN CHASE COM 46625H100 4,614 -75 -1.60 718 0.56 0.4211
2021-05-14 2021-03-31 13F JP MORGAN CHASE COM 46625H100 4,689 -140 -2.90 714 16.29 0.3886
2021-02-16 2020-12-31 13F JP MORGAN CHASE COM 46625H100 4,829 0 0.00 614 32.04 0.3662
2020-12-03 2020-09-30 13F JP MORGAN CHASE COM 46625H100 4,829 1,175 32.16 465 26.36 0.3132
2020-08-14 2020-06-30 13F JP MORGAN CHASE COM 46625H100 3,654 -1,075 -22.73 368 -13.62 0.2862
2020-05-15 2020-03-31 13F JP MORGAN CHASE COM 46625H100 4,729 795 20.21 426 -22.26 0.3963
2020-02-13 2019-12-31 13F JP Morgan Chase COM 46625H100 3,934 0 0.00 548 18.36 0.4389
2019-11-14 2019-09-30 13F JP Morgan Chase COM 46625H100 3,934 60 1.55 463 6.93 0.4039
2019-08-14 2019-06-30 13F JP Morgan Chase COM 46625H100 3,874 -250 -6.06 433 3.59 0.3785
2019-05-15 2019-03-31 13F JP Morgan Chase COM 46625H100 4,124 -50 -1.20 418 2.70 0.3706
2019-02-14 2018-12-31 13F JP Morgan Chase COM 46625H100 4,174 115 2.83 407 -11.14 0.4031
2018-11-13 2018-09-30 13F JP Morgan Chase COM 46625H100 4,059 0 0.00 458 8.27 0.3812
2018-08-14 2018-06-30 13F JP Morgan Chase COM 46625H100 4,059 0 0.00 423 -5.16 0.3772
2018-05-10 2018-03-31 13F JP Morgan Chase COM 46625H100 4,059 0 0.00 446 2.76 0.3932
2018-02-14 2017-12-31 13F JP Morgan Chase COM 46625H100 4,059 -400 -8.97 434 1.88 0.3907
2017-11-14 2017-09-30 13F JP Morgan Chase COM 46625H100 4,459 0 0.00 426 4.41 0.3925
2017-08-11 2017-06-30 13F JP Morgan Chase COM 46625H100 4,459 0 0.00 408 4.08 0.3759
2017-05-09 2017-03-31 13F JP Morgan Chase COM 46625H100 4,459 0 0.00 392 1.82 0.3666
2017-02-14 2016-12-31 13F JP Morgan Chase COM 46625H100 4,459 -123 -2.68 385 26.23 0.3567
2016-11-10 2016-09-30 13F JP Morgan Chase COM 46625H100 4,582 -545 -10.63 305 -4.39 0.2745
2016-08-11 2016-06-30 13F JP Morgan Chase COM 46625H100 5,127 5 0.10 319 5.28 0.2846
2016-05-16 2016-03-31 13F JP Morgan Chase COM 46625H100 5,122 -1,006 -16.42 303 -25.19 0.2776
2016-02-16 2015-12-31 13F JP Morgan Chase COM 46625H100 6,128 6,128 405 0.4248
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.