JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAdvance Capital Management, Inc.
Latest Disclosed Ownership3,823 shares
Latest Disclosed Value $ 1,124,474
Advance Capital Management, Inc. reports 2.70% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Advance Capital Management, Inc. filed a 13F-HR form disclosing ownership of 3,823 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,124,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 3,929 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.70% 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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,823 -106 -2.70 1,124 -11.15 0.0426
2026-01-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,929 -74 -1.85 1,266 0.24 0.0537
2025-10-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,003 199 5.23 1,263 14.52 0.0548
2025-07-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,804 -52 -1.35 1,103 16.61 0.0500
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,856 174 4.73 946 7.14 0.0452
2025-01-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,682 -50 -1.34 883 12.21 0.0404
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,732 257 7.40 787 11.97 0.0349
2024-07-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,475 47 1.37 703 2.33 0.0333
2024-04-04 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,428 48 1.42 687 19.30 0.0476
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,380 20 0.60 575 18.07 0.0454
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,360 71 2.16 487 1.88 0.0451
2023-07-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,289 390 13.45 478 26.79 0.0543
2023-04-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,899 125 4.51 378 1.34 0.0673
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,774 6 0.22 372 28.72 0.0492
2022-10-28 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,768 205 8.00 289 0.00 0.0353
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,563 204 8.65 289 -10.25 0.0346
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,359 3 0.13 322 -13.67 0.0391
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,356 2,356 373 0.0763
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.