JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership23,946 shares
Latest Disclosed Value $ 7,044,075
Winch Advisory Services, LLC reports 0.83% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 23,946 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,044,075 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 24,146 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.83% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 23,946 -200 -0.83 7,044 -9.46 1.6080
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 24,146 -339 -1.38 7,780 0.74 1.7209
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 24,485 293 1.21 7,723 10.12 1.7378
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 24,192 -120 -0.49 7,013 17.61 1.7124
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 24,312 -109 -0.45 5,964 1.86 1.5767
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 24,421 120 0.49 5,854 14.25 1.5225
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 24,301 12 0.05 5,124 4.32 1.4172
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 24,289 329 1.37 4,913 2.35 1.4049
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 23,960 -268 -1.11 4,799 16.45 1.4660
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 24,228 139 0.58 4,121 137,266.67 1.3667
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 24,089 -160 -0.66 3 0.00 1.2813
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 24,249 291 1.21 4 0.00 1.2666
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 23,958 161 0.68 3 0.00 1.2113
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 23,797 -62 -0.26 3 -99.88 1.3613
2022-10-31 2022-09-30 13F JPMORGAN CHASE COM 46625H100 23,859 -165 -0.69 2,493 -7.84 1.0708
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 24,024 48 0.20 2,705 -17.23 1.1038
2022-04-26 2022-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 23,976 -652 -2.65 3,268 -16.21 1.1362
2022-02-04 2021-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 24,628 110 0.45 3,900 -2.82 1.2895
2021-11-10 2021-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 24,518 391 1.62 4,013 6.93 1.3988
2021-08-05 2021-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 24,127 563 2.39 3,753 4.63 1.3498
2021-05-03 2021-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 23,564 753 3.30 3,587 23.73 1.4376
2021-02-09 2020-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 22,811 240 1.06 2,899 33.41 1.2046
2020-11-04 2020-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 22,571 901 4.16 2,173 6.62 0.9200
2020-08-12 2020-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 21,670 16,372 309.02 2,038 327.25 0.9688
2020-05-13 2020-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 5,298 -44 -0.82 477 -35.97 0.2372
2020-02-12 2019-12-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 5,342 278 5.49 745 25.00 0.3534
2019-11-13 2019-09-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 5,064 1,199 31.02 596 37.96 0.3104
2019-08-07 2019-06-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 3,865 559 16.91 432 28.96 0.2251
2019-05-13 2019-03-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 3,306 842 34.17 335 39.00 0.1852
2019-02-05 2018-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 2,464 114 4.85 241 -9.06 0.1341
2018-11-13 2018-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 2,350 -2,161 -47.91 265 -43.62 0.1332
2018-08-13 2018-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 4,511 -31,435 -87.45 470 -88.11 0.2533
2018-05-11 2018-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 35,946 3,351 10.28 3,953 13.40 2.3157
2018-02-13 2017-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 32,595 783 2.46 3,486 14.63 2.0960
2017-11-13 2017-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 31,812 -2,276 -6.68 3,041 -2.41 1.9781
2017-08-07 2017-06-30 13F JP Morgan Chase COM 46625H100 34,088 -1,136 -3.23 3,116 0.71 1.9608
2017-05-01 2017-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 35,224 4,805 15.80 3,094 17.87 1.9634
2017-01-19 2016-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 30,419 -1,380 -4.34 2,625 23.94 1.8064
2016-11-02 2016-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 31,799 30,595 2,541.11 2,118 2,724.00 1.7267
2016-08-10 2016-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 1,204 46 3.97 75 8.70 0.0910
2016-05-12 2016-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 1,158 488 72.84 69 56.82 0.1113
2016-01-22 2015-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 670 -78 -10.43 44 -4.35 0.0499
2015-11-13 2015-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 748 -25,916 -97.19 46 -97.45 0.0672
2015-08-11 2015-06-30 13F JPMorgan Chase COM 46625H100 26,664 25,960 3,687.50 1,807 4,102.33 0.9876
2015-05-14 2015-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 704 704 0.00 43 0.0250
2015-02-11 2014-12-31 13F JP Morgan Chase COM 46625H100 0 -648 -100.00 0 -100.00
2014-11-14 2014-09-30 13F JP Morgan Chase COM 46625H100 648 4 0.62 39 5.41 0.0250
2014-08-15 2014-06-30 13F JP Morgan Chase COM 46625H100 644 -20,858 -97.00 37 -97.16 0.0217
2014-05-14 2014-03-31 13F J.P. Morgan Chase COM 46625H100 21,502 21,502 1,305 0.8264
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.