JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMarion Wealth Management
Latest Disclosed Ownership15,202 shares
Latest Disclosed Value $ 4,471,679
Marion Wealth Management reports 9.86% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Marion Wealth Management filed a 13F-HR form disclosing ownership of 15,202 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,471,679 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 13,838 shares of JPMorgan Chase & Co.. This represents a change in shares of 9.86% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 15,202 1,364 9.86 4,472 8.55 0.9909
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 13,838 55 0.40 4,120 -5.24 0.9156
2025-10-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 13,783 -32 -0.23 4,348 8.54 1.0311
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 13,815 -654 -4.52 4,005 12.85 1.0026
2025-04-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 14,469 -2,279 -13.61 3,549 -11.58 0.9480
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 16,748 -24 -0.14 4,015 13.52 1.0646
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 16,772 636 3.94 3,536 8.37 0.9430
2024-07-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 16,136 250 1.57 3,264 2.55 0.9585
2024-04-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 15,886 70 0.44 3,182 18.29 0.9498
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 15,816 -102 -0.64 2,690 16.55 0.8601
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,918 -174 -1.08 2,308 -1.37 0.8129
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 16,092 852 5.59 2,340 17.88 0.8314
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 15,240 892 6.22 1,986 3.17 0.7408
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 14,348 873 6.48 1,924 36.65 0.8113
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 13,475 141 1.06 1,408 -6.26 0.7227
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 13,334 3,965 42.32 1,502 17.62 0.7869
2022-04-08 2022-03-31 13F JPMORGAN CHASE COM 46625H100 9,369 129 1.40 1,277 -12.71 0.6235
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 9,240 9,240 1,463 0.6932
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.