JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAlta Wealth Advisors LLC
Latest Disclosed Ownership13,896 shares
Latest Disclosed Value $ 4,087,692
Alta Wealth Advisors LLC reports 1.30% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Alta Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 13,896 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,087,692 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 13,718 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.30% 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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 13,896 178 1.30 4,088 -7.53 1.3274
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 13,718 392 2.94 4,420 5.16 1.4771
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 13,326 -296 -2.17 4,203 6.43 1.5057
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 13,622 120 0.89 3,949 19.27 1.8637
2025-04-24 2025-03-31 13F JPMORGAN CHASE COM 46625H100 13,502 4,876 56.53 3,312 60.18 1.5204
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,626 151 1.78 2,068 15.67 0.9048
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,475 676 8.67 1,787 13.32 0.8168
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 7,799 22 0.28 1,577 1.28 0.7870
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,777 30 0.39 1,558 18.22 0.7915
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,747 -70 -0.90 1,318 16.24 0.7351
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,817 201 2.64 1,134 2.35 0.6945
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,616 -138 -1.78 1,108 9.60 0.6504
2023-04-21 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,754 -149 -1.89 1,010 -4.63 0.6376
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,903 158 2.04 1,060 30.90 0.7159
2022-10-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,745 551 7.66 809 -0.37 0.5789
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,194 9 0.13 812 -17.06 0.5625
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,185 481 7.17 979 -7.82 0.5809
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,704 180 2.76 1,062 -0.56 0.6546
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,524 2 0.03 1,068 5.22 0.7757
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,522 182 2.87 1,015 5.18 0.7439
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,340 6,340 965 0.8068
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.