JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMinichmacgregor Wealth Management, Llc
Latest Disclosed Ownership5,486 shares
Latest Disclosed Value $ 1,614,022
Minichmacgregor Wealth Management, Llc reports 15.55% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Minichmacgregor Wealth Management, Llc filed a 13F-HR form disclosing ownership of 5,486 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,614,022 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,496 shares of JPMorgan Chase & Co.. This represents a change in shares of -15.55% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,486 -1,010 -15.55 1,614 -22.89 0.2848
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,496 380 6.21 2,093 8.50 0.3793
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,116 761 14.21 1,929 24.29 0.3763
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,355 -1,086 -16.86 1,552 -1.71 0.3320
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,441 1,134 21.37 1,580 24.14 0.3539
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,307 619 13.20 1,272 28.74 0.2642
2024-10-30 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,688 0 0.00 989 4.22 0.2119
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,688 -48 -1.01 948 0.64 0.2315
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,736 0 0.00 942 17.02 0.2405
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,736 -25 -0.53 806 16.67 0.2328
2023-10-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,761 19 0.40 690 0.15 0.2287
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,742 -135 -2.77 690 8.50 0.2154
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,877 211 4.52 636 1.60 0.2103
2023-01-09 2022-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,666 1,180 33.85 626 71.70 0.2258
2022-10-06 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,486 8 0.23 364 -6.91 0.1453
2022-07-13 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,478 35 1.02 391 -16.63 0.1610
2022-04-26 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 3,443 0 0.00 469 -13.94 0.1500
2022-01-18 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 3,443 92 2.75 545 -0.55 0.1659
2021-11-03 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,351 -169 -4.80 548 0.18 0.1844
2021-08-02 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,520 -73 -2.03 547 0.18 0.1917
2021-04-27 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 3,593 1,233 52.25 546 82.61 0.2040
2021-01-19 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,360 3 0.13 299 32.30 0.1218
2020-10-14 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,357 200 9.27 226 11.88 0.1067
2020-08-05 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,157 2,157 202 0.1118
2020-04-21 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 0 -2,250 -100.00 0 -100.00
2020-01-13 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,250 -124 -5.22 313 12.19 0.1743
2019-10-21 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,374 487 25.81 279 30.37 0.1887
2019-08-05 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,887 1,887 214 0.1496
2019-04-16 2019-03-31 13F J.P. Morgan Chase COM 46625H100 0 -35,471 -100.00 0 -100.00
2019-01-17 2018-12-31 13F J.P. Morgan Chase COM 46625H100 35,471 33,870 2,115.55 3,388 1,771.82 2.3178
2018-10-17 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,601 -93 -5.49 181 1.69 0.1194
2018-07-13 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,694 -67 -3.80 178 -7.77 0.1268
2018-07-03 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,761 28 1.62 193 4.32 0.1504
2018-07-03 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,733 32 1.88 185 14.20 0.1445
2018-07-03 2017-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,701 -200 -10.52 162 -6.36 0.1343
2018-07-02 2017-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,901 200 11.76 173 16.11 0.1501
2018-06-28 2017-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,701 -2 -0.12 149 2.05 0.1342
2018-06-28 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,703 -5 -0.29 146 29.20 0.1366
2018-06-28 2016-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,708 -4 -0.23 113 6.60 0.1060
2018-06-28 2016-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,712 6 0.35 106 4.95 0.1001
2018-06-28 2016-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,706 104 6.49 101 -3.81 0.0975
2018-06-27 2015-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,602 1,602 105 0.0978
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.