JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionStratos Wealth Advisors, LLC
Latest Disclosed Ownership55,233 shares
Latest Disclosed Value $ 16,247,439
Stratos Wealth Advisors, LLC reports 3.89% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Stratos Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 55,233 shares of JPMorgan Chase & Co. (CH:JPM) valued at $16,247,439 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 53,165 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.89% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 55,233 2,068 3.89 16,247 -5.15 0.9972
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 53,165 -239 -0.45 17,131 1.69 0.8272
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 53,404 1,584 3.06 16,845 12.13 0.8096
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 51,820 -34,957 -40.28 15,023 -29.42 0.7926
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 86,777 25,126 40.76 21,286 44.04 1.1628
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 61,651 -2,398 -3.74 14,778 9.43 0.7070
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 64,049 513 0.81 13,505 5.10 0.6192
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 63,536 -3,101 -4.65 12,851 -3.72 0.6354
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 66,637 -21,519 -24.41 13,348 -10.99 0.7910
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 88,156 8,180 10.23 14,995 29.29 0.8633
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 79,976 18,601 30.31 11,598 29.94 0.7650
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 61,375 -369 -0.60 8,926 10.95 0.6326
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 61,744 -2,628 -4.08 8,046 -6.80 0.6193
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 64,372 33,504 108.54 8,632 167.58 0.7195
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 30,868 -17,065 -35.60 3,226 -40.24 0.3393
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 47,933 2,993 6.66 5,398 -11.88 0.4896
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 44,940 -1,147 -2.49 6,126 -16.06 0.4974
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 46,087 1,280 2.86 7,298 -0.50 0.5254
2021-10-19 2021-09-30 13F JPMORGAN CHASE COM 46625H100 44,807 5,215 13.17 7,335 19.11 0.6267
2021-07-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 39,592 4,660 13.34 6,158 15.80 0.5449
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 34,932 6,800 24.17 5,318 48.76 0.5646
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 28,132 5,761 25.75 3,575 65.97 0.4929
2020-10-29 2020-09-30 13F JPMORGAN CHASE COM 46625H100 22,371 1,126 5.30 2,154 7.81 0.5247
2020-07-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 21,245 11,353 114.77 1,998 124.24 0.6126
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 9,892 3,093 45.49 891 -6.01 0.6311
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,799 -5,661 -45.43 948 -35.33 0.5377
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 12,460 206 1.68 1,466 7.01 0.5609
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 12,254 137 1.13 1,370 11.65 0.5465
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 12,117 172 1.44 1,227 5.23 0.6632
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 11,945 11,945 1,166 0.7780
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.