JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAlliance Wealth Advisors, LLC
Latest Disclosed Ownership4,227 shares
Latest Disclosed Value $ 1,243,414
Alliance Wealth Advisors, LLC reports 1.90% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Alliance Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 4,227 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,243,414 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 4,148 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.90% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,227 79 1.90 1,243 -6.96 0.5396
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,148 -54 -1.29 1,337 0.83 0.5811
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,202 -7 -0.17 1,325 8.61 0.5944
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,209 -365 -7.98 1,220 8.73 0.6238
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,574 -275 -5.67 1,122 -3.44 0.6364
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,849 -111 -2.24 1,162 11.20 0.6499
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,960 61 1.25 1,046 5.56 0.5972
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,899 -17 -0.35 991 0.61 0.6236
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,916 89 1.84 985 19.85 0.6208
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,827 -161 -3.23 821 13.55 0.5427
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,988 -186 -3.59 723 -3.86 0.5231
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,174 207 4.17 753 16.23 0.5350
2023-04-06 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,967 136 2.82 647 0.00 0.4854
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,831 -338 -6.54 648 19.81 0.5397
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,169 -144 -2.71 540 -9.70 0.5025
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,313 2,459 86.16 598 53.73 0.5169
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,854 -311 -9.83 389 -22.36 0.3225
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,165 -62 -1.92 501 -5.11 0.4080
2022-01-18 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 3,227 228 7.60 528 13.30 0.4675
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,227 228 528 0.4677
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,999 19 0.64 466 2.64 0.4192
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,980 -1 -0.03 454 19.79 0.4481
2021-03-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,981 2,981 379 0.3978
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.