JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAdviser Investments LLC
Latest Disclosed Ownership390,917 shares
Latest Disclosed Value $ 114,992,117
Adviser Investments LLC reports 2.10% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Adviser Investments LLC filed a 13F-HR form disclosing ownership of 390,917 shares of JPMorgan Chase & Co. (MX:JPM) valued at $114,992,117 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 382,891 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.10% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 390,917 8,026 2.10 114,992 -6.79 0.6960
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 382,891 -7,570 -1.94 123,375 0.17 1.3485
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 390,461 -40,823 -9.47 123,163 -1.50 1.3990
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 431,284 3,659 0.86 125,033 19.20 1.5644
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 427,625 -9,472 -2.17 104,896 0.11 1.3227
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 437,097 3,501 0.81 104,777 14.60 1.2911
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 433,596 26,378 6.48 91,428 11.01 1.1408
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 407,218 -5,209 -1.26 82,364 -0.30 1.0861
2024-04-29 2024-03-31 13F JPMORGAN CHASE COM 46625H100 412,427 -13,352 -3.14 82,609 14.06 1.1117
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 425,779 250,105 142.37 72,425 184.29 1.0330
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 175,674 3,520 2.04 25,476 1.75 0.5551
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 172,154 42,827 33.12 25,038 48.58 0.5479
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 129,327 2,811 2.22 16,853 -4.60 0.4044
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 126,516 -15,227 -10.74 17,665 19.26 0.4393
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 141,743 4,202 3.06 14,812 -4.37 1.0432
2022-07-14 2022-06-30 13F JPMORGAN CHASE COM 46625H100 137,541 45,593 49.59 15,489 23.58 1.0455
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 91,948 2,052 2.28 12,534 -11.95 0.8112
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 89,896 2,204 2.51 14,235 -0.83 0.9555
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 87,692 1,838 2.14 14,354 7.49 1.0711
2021-07-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 85,854 1,559 1.85 13,354 4.07 0.9964
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 84,295 10,401 14.08 12,832 36.66 1.0354
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 73,894 6,649 9.89 9,390 45.04 0.8329
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 67,245 -2,131 -3.07 6,474 -0.78 0.6810
2020-08-03 2020-06-30 13F JPMORGAN CHASE COM 46625H100 69,376 -5,640 -7.52 6,525 -3.39 0.7977
2020-04-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 75,016 -518 -0.69 6,754 -35.85 0.9571
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 75,534 -12,232 -13.94 10,529 1.94 1.0441
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 87,766 -12,209 -12.21 10,329 -7.59 1.0909
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 99,975 -794 -0.79 11,177 9.57 1.2002
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 100,769 822 0.82 10,201 4.55 1.1659
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 99,947 2,733 2.81 9,757 -11.06 1.2834
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 97,214 781 0.81 10,970 9.18 1.2282
2018-08-02 2018-06-30 13F JPMORGAN CHASE COM 46625H100 96,433 17,830 22.68 10,048 16.24 1.1212
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 78,603 -28,553 -26.65 8,644 -24.57 1.1118
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 107,156 11,734 12.30 11,459 25.73 1.2883
2017-10-23 2017-09-30 13F JPMORGAN CHASE COM 46625H100 95,422 8,219 9.43 9,114 14.35 1.0281
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 87,203 11,516 15.22 7,970 19.89 0.9776
2017-04-25 2017-03-31 13F JPMORGAN CHASE COM 46625H100 75,687 75,687 6,648 0.8718
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.