JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionHHM Wealth Advisors, LLC
Latest Disclosed Ownership10,554 shares
Latest Disclosed Value $ 3,104,565
HHM Wealth Advisors, LLC reports 5.36% increase in ownership of JPM / JPMorgan Chase & Co.

On April 17, 2026 - HHM Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 10,554 shares of JPMorgan Chase & Co. (CH:JPM) valued at $3,104,565 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 10,017 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.36% 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)
2026-04-17 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,554 537 5.36 3,105 -3.81 0.2138
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,017 20 0.20 3,228 2.35 0.3799
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,997 -245 -2.39 3,153 6.20 0.3648
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,242 -99 -0.96 2,969 17.07 0.3529
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,341 38 0.37 2,537 2.71 0.3415
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,303 3,664 55.19 2,470 76.48 0.3358
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,639 0 0.00 1,400 4.25 0.1986
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,639 307 4.85 1,343 5.84 0.2021
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,332 -150 -2.31 1,268 15.06 0.2088
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,482 223 3.56 1,103 21.50 0.1919
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,259 -219 -3.38 908 -3.72 0.1773
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,478 -91 -1.39 942 10.05 0.1767
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,569 1,346 25.77 856 22.29 0.1748
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,223 569 12.23 700 44.03 0.1601
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,654 -834 -15.20 486 -21.36 0.1278
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,488 602 12.32 618 -7.21 0.1583
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,886 398 8.87 666 -6.33 0.1557
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,488 32 0.72 711 -2.47 0.1715
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,456 0 0.00 729 5.19 0.1982
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,456 -346 -7.21 693 -5.20 0.1884
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,802 247 5.42 731 26.25 0.2261
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,555 210 4.83 579 38.52 0.1989
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,345 52 1.21 418 3.47 0.1671
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,293 -243 -5.36 404 -0.98 0.1688
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,536 1,744 62.46 408 4.88 0.1992
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,792 -281 -9.14 389 7.46 0.1870
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,073 639 26.25 362 33.09 0.2060
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,434 0 0.00 272 10.57 0.1603
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,434 2,434 246 0.1574
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.