JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBigSur Wealth Management LLC
Latest Disclosed Ownership30,187 shares
Latest Disclosed Value $ 8,879,808
BigSur Wealth Management LLC reports 17.47% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - BigSur Wealth Management LLC filed a 13F-HR form disclosing ownership of 30,187 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,879,808 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 36,576 shares of JPMorgan Chase & Co.. This represents a change in shares of -17.47% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 30,187 -6,389 -17.47 8,880 -24.66 2.4848
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 36,576 0 0.00 11,786 2.15 2.8588
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 36,576 -2,115 -5.47 11,537 2.86 2.8258
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 38,691 -5 -0.01 11,217 18.16 2.8316
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 38,696 5,340 16.01 9,492 18.72 2.5712
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 33,356 -1,937 -5.49 7,996 7.45 2.2849
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 35,293 2,010 6.04 7,442 10.55 2.0500
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 33,283 3,149 10.45 6,732 11.53 2.0611
2024-05-22 2024-03-31 13F JPMORGAN CHASE COM 46625H100 30,134 30,134 6,036 1.8913
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 0 -15,303 -100.00 0 -100.00
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,303 -1,100 -6.71 2,219 -6.96 1.1187
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 16,403 -158 -0.95 2,386 10.52 1.1401
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 16,561 6,490 64.44 2,158 59.85 1.0125
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 10,071 -200 -1.95 1,351 25.82 0.6507
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 10,271 -171 -1.64 1,073 -8.76 0.5427
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 10,442 0 0.00 1,176 -17.36 0.5540
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 10,442 -50 -0.48 1,423 -14.33 0.5544
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 10,492 0 0.00 1,661 -3.26 0.6498
2021-11-01 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,492 -1,500 -12.51 1,717 -7.94 0.7712
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 11,992 -1,900 -13.68 1,865 -11.82 0.8416
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 13,892 114 0.83 2,115 20.79 1.0854
2021-01-22 2020-12-31 13F JPMORGAN CHASE COM 46625H100 13,778 0 0.00 1,751 32.05 0.9887
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 13,778 -1,900 -12.12 1,326 -10.10 0.8446
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 15,678 -3,000 -16.06 1,475 -12.31 1.0546
2020-05-05 2020-03-31 13F JPMORGAN CHASE COM 46625H100 18,678 400 2.19 1,682 -33.99 1.2608
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 18,278 0 0.00 2,548 18.46 1.4397
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 18,278 -2,000 -9.86 2,151 -6.68 1.4495
2019-07-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 20,278 -2,143 -9.56 2,305 1.54 1.6082
2019-04-05 2019-03-31 13F JPMORGAN CHASE COM 46625H100 22,421 -3,800 -14.49 2,270 -11.33 1.4888
2019-02-01 2018-12-31 13F JPMORGAN CHASE COM 46625H100 26,221 908 3.59 2,560 -10.36 1.8191
2018-10-23 2018-09-30 13F JPMORGAN CHASE COM 46625H100 25,313 4,600 22.21 2,856 32.34 1.7869
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 20,713 2,700 14.99 2,158 8.93 1.5716
2018-05-02 2018-03-31 13F JPMORGAN CHASE COM 46625H100 18,013 3,677 25.65 1,981 29.22 1.4124
2018-02-01 2017-12-31 13F JPMORGAN CHASE COM 46625H100 14,336 -800 -5.29 1,533 6.02 1.5238
2017-11-02 2017-09-30 13F JPMORGAN CHASE COM 46625H100 15,136 0 0.00 1,446 1.62 1.4534
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 15,136 0 0.00 1,423 8.38 1.4435
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 15,136 -1,000 -6.20 1,313 -5.68 1.4206
2017-02-09 2016-12-31 13F JPMORGAN CHASE COM 46625H100 16,136 16,136 1,392 1.8621
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.