JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGDS Wealth Management
Latest Disclosed Ownership90,876 shares
Latest Disclosed Value $ 26,732,084
GDS Wealth Management reports 4.93% increase in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - GDS Wealth Management filed a 13F-HR form disclosing ownership of 90,876 shares of JPMorgan Chase & Co. (MX:JPM) valued at $26,732,084 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 86,603 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.93% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 90,876 4,273 4.93 26,732 -4.20 1.6062
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 86,603 930 1.09 27,905 3.26 1.7451
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 85,673 1,600 1.90 27,024 10.87 1.7841
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 84,073 724 0.87 24,373 19.21 1.7781
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 83,349 3,474 4.35 20,446 6.78 1.7432
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 79,875 2,459 3.18 19,147 17.29 1.7445
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 77,416 4,700 6.46 16,324 10.99 1.5908
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 72,716 6,062 9.09 14,708 10.16 1.6134
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 66,654 5,924 9.75 13,351 29.24 1.5636
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 60,730 7,473 14.03 10,330 33.76 1.3929
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 53,257 4,249 8.67 7,723 8.36 1.2144
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 49,008 1,800 3.81 7,128 15.87 1.1570
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 47,208 -1,988 -4.04 6,152 -6.76 1.0872
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 49,196 291 0.60 6,597 29.07 1.2600
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 48,905 2,201 4.71 5,111 -2.81 1.1380
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 46,704 16,979 57.12 5,259 37.74 1.1787
2022-08-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 29,725 1,916 6.89 3,818 -13.31 0.8407
2022-08-05 2021-12-31 13F JPMORGAN CHASE COM 46625H100 27,809 27,809 4,404 0.9850
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.