JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionTCI Wealth Advisors, Inc.
Latest Disclosed Ownership10,745 shares
Latest Disclosed Value $ 3,160,740
TCI Wealth Advisors, Inc. reports 28.39% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - TCI Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 10,745 shares of JPMorgan Chase & Co. (CH:JPM) valued at $3,160,740 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 15,005 shares of JPMorgan Chase & Co.. This represents a change in shares of -28.39% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,745 -4,260 -28.39 3,161 -34.63 0.1678
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 15,005 -407 -2.64 4,835 -0.56 0.2665
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 15,412 271 1.79 4,861 10.75 0.2901
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 15,141 -140 -0.92 4,390 17.10 0.3008
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 15,281 -662 -4.15 3,748 -1.91 0.3001
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 15,943 -375 -2.30 3,822 11.08 0.3193
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 16,318 151 0.93 3,441 5.23 0.2900
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 16,167 -78 -0.48 3,270 0.49 0.3085
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 16,245 32 0.20 3,254 17.99 0.3207
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 16,213 1,009 6.64 2,758 25.09 0.2941
2023-10-31 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,204 -105 -0.69 2,205 -0.99 0.2814
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 15,309 -677 -4.23 2,227 6.87 0.2844
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 15,986 1,244 8.44 2,083 5.41 0.2703
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 14,742 -56 -0.38 1,977 27.81 0.2736
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 14,798 -35 -0.24 1,546 -7.43 0.2501
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 14,833 172 1.17 1,670 -16.46 0.2555
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 14,661 -153 -1.03 1,999 -14.79 0.2996
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 14,814 -872 -5.56 2,346 -8.64 0.3469
2021-10-29 2021-09-30 13F JPMORGAN CHASE COM 46625H100 15,686 -1,323 -7.78 2,568 -2.95 0.3919
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 17,009 1,895 12.54 2,646 14.99 0.4473
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 15,114 -1,509 -9.08 2,301 8.95 0.9760
2021-01-21 2020-12-31 13F JPMORGAN CHASE COM 46625H100 16,623 -12,461 -42.84 2,112 -24.57 0.9438
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 29,084 -104 -0.36 2,800 2.00 1.1064
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 29,188 -576 -1.94 2,745 2.43 1.1735
2020-04-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 29,764 -69 -0.23 2,680 -35.56 1.3220
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 29,833 -393 -1.30 4,159 16.92 1.6156
2019-10-17 2019-09-30 13F JPMORGAN CHASE COM 46625H100 30,226 -132 -0.43 3,557 4.80 1.5797
2019-07-23 2019-06-30 13F JPMORGAN CHASE COM 46625H100 30,358 -1,332 -4.20 3,394 5.80 1.5287
2019-04-11 2019-03-31 13F JPMORGAN CHASE COM 46625H100 31,690 -1,726 -5.17 3,208 -1.66 1.4105
2019-01-17 2018-12-31 13F JPMORGAN CHASE COM 46625H100 33,416 12 0.04 3,262 -13.45 1.5802
2018-11-02 2018-09-30 13F JPMORGAN CHASE COM 46625H100 33,404 -502 -1.48 3,769 6.68 1.5756
2018-07-26 2018-06-30 13F JPMORGAN CHASE COM 46625H100 33,906 239 0.71 3,533 -4.57 1.5708
2018-04-30 2018-03-31 13F JPMORGAN CHASE COM 46625H100 33,667 -704 -2.05 3,702 0.71 1.7147
2018-02-01 2017-12-31 13F JPMORGAN CHASE COM 46625H100 34,371 187 0.55 3,676 12.59 1.6144
2017-10-24 2017-09-30 13F JPMORGAN CHASE COM 46625H100 34,184 114 0.33 3,265 4.85 1.5977
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 34,070 246 0.73 3,114 4.81 1.5901
2017-05-04 2017-03-31 13F JPMORGAN CHASE COM 46625H100 33,824 -99 -0.29 2,971 1.50 1.5502
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 33,923 631 1.90 2,927 32.03 1.5347
2016-11-01 2016-09-30 13F JPMORGAN CHASE COM 46625H100 33,292 21 0.06 2,217 7.26 1.2055
2016-08-09 2016-06-30 13F Morgan J P COM 46625H100 33,271 28 0.08 2,067 4.98 1.1470
2016-04-29 2016-03-31 13F JPMORGAN CHASE COM 46625H100 33,243 -98 -0.29 1,969 -10.58 1.0913
2016-02-10 2015-12-31 13F JPMORGAN CHASE COM 46625H100 33,341 1,150 3.57 2,202 12.18 1.2266
2015-11-02 2015-09-30 13F JPMORGAN CHASE COM 46625H100 32,191 3,870 13.66 1,963 2.29 1.1830
2015-08-10 2015-06-30 13F JPMORGAN CHASE COM 46625H100 28,321 827 3.01 1,919 15.19 1.0986
2015-04-30 2015-03-31 13F JPMORGAN CHASE COM 46625H100 27,494 -601 -2.14 1,666 -5.23 1.0456
2015-02-06 2014-12-31 13F JPMORGAN CHASE COM 46625H100 28,095 -35 -0.12 1,758 3.72 1.0877
2014-11-05 2014-09-30 13F JPMORGAN CHASE COM 46625H100 28,130 103 0.37 1,695 4.95 1.0684
2014-08-11 2014-06-30 13F JPMORGAN CHASE COM 46625H100 28,027 -163 -0.58 1,615 -5.61 0.9721
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 28,190 -1,435 -4.84 1,711 -1.21 1.1156
2014-01-21 2013-12-31 13F Morgan J P COM 46625H100 29,625 1,235 4.35 1,732 18.06 1.0866
2013-10-25 2013-09-30 13F Morgan J P COM 46625H100 28,390 0 0.00 1,467 -2.13 1.1151
2013-09-12 2013-06-30 13F Morgan J P COM 46625H100 28,390 22,156 355.41 1,499 406.42 1.1383
2013-10-18 2013-03-31 13F Morgan J P COM 46625H100 6,234 -2,577 -29.25 296 -23.51 0.3249
2013-10-18 2012-12-31 13F Morgan J P COM 46625H100 8,811 8,811 387 0.4690
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.