JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAcorn Wealth Advisors, LLC
Latest Disclosed Ownership12,663 shares
Latest Disclosed Value $ 3,724,898
Acorn Wealth Advisors, LLC reports 0.52% increase in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Acorn Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 12,663 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,724,898 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 12,598 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.52% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 12,663 65 0.52 3,725 -8.25 1.0860
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 12,598 -50 -0.40 4,059 1.75 1.2093
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 12,648 8 0.06 3,990 8.87 1.2503
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 12,640 154 1.23 3,664 19.66 1.3631
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 12,486 -109 -0.87 3,063 1.42 1.2750
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 12,595 -55 -0.43 3,019 13.20 1.2466
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 12,650 994 8.53 2,667 13.15 1.1461
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 11,656 77 0.66 2,358 1.64 1.1652
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,579 -229 -1.94 2,319 15.49 1.2105
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,808 -147 -1.23 2,009 15.87 1.1905
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,955 34 0.29 1,734 0.00 1.1535
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,921 -20 -0.17 1,734 11.38 1.1821
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 11,941 -157 -1.30 1,556 -4.07 1.1482
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 12,098 87 0.72 1,622 29.24 1.2432
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 12,011 339 2.90 1,255 -4.49 1.0283
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 11,672 -178 -1.50 1,314 -18.64 1.0372
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 11,850 34 0.29 1,615 -13.68 1.1113
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,816 44 0.37 1,871 -2.91 1.1868
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 11,772 241 2.09 1,927 7.41 1.3478
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 11,531 289 2.57 1,794 4.85 1.2393
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 11,242 -53 -0.47 1,711 19.23 1.2266
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 11,295 -268 -2.32 1,435 28.93 1.1297
2020-11-04 2020-09-30 13F JPMORGAN CHASE COM 46625H100 11,563 -231 -1.96 1,113 0.36 0.9754
2020-08-19 2020-06-30 13F JPMORGAN CHASE COM 46625H100 11,794 371 3.25 1,109 9.80 1.0321
2020-05-13 2020-03-31 13F J P MORGAN CHASE COM 46625H100 11,423 141 1.25 1,010 -34.16 1.1314
2020-02-07 2019-12-31 13F J P MORGAN CHASE COM 46625H100 11,282 -17 -0.15 1,534 5.65 1.2913
2019-11-21 2019-09-30 13F J P MORGAN CHASE COM 46625H100 11,299 -2,148 -15.97 1,452 -1.76 1.2479
2019-08-14 2019-06-30 13F J P MORGAN CHASE COM 46625H100 13,447 -3,987 -22.87 1,478 -22.82 1.3524
2019-05-08 2019-03-31 13F J P MORGAN CHASE COM 46625H100 17,434 -219 -1.24 1,915 8.31 1.7285
2019-02-04 2018-12-31 13F J P MORGAN CHASE COM 46625H100 17,653 -594 -3.26 1,768 -10.75 1.8113
2018-11-13 2018-09-30 13F J P MORGAN CHASE COM 46625H100 18,247 148 0.82 1,981 4.15 1.9547
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 18,099 -6 -0.03 1,902 -4.57 1.6192
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 18,105 -321 -1.74 1,993 0.00 1.7243
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 18,426 18,426 1,993 1.8190
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.