JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAmeritas Advisory Services, LLC
Latest Disclosed Ownership33,566 shares
Latest Disclosed Value $ 9,873,817
Ameritas Advisory Services, LLC reports 2.52% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Ameritas Advisory Services, LLC filed a 13F-HR form disclosing ownership of 33,566 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,873,817 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 34,433 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.52% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 33,566 -867 -2.52 9,874 -11.01 0.3828
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 34,433 10,497 43.85 11,095 46.95 0.4140
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 23,936 4,758 24.81 7,550 35.82 0.4939
2025-07-21 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,178 -15,597 -44.85 5,560 -34.19 0.2898
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 34,775 -9,733 -21.87 8,447 -20.83 0.3411
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 44,508 10,107 29.38 10,669 47.10 0.3683
2024-10-30 2024-09-30 13F JPMORGAN CHASE COM 46625H100 34,401 -12,875 -27.23 7,254 -24.15 0.3130
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 47,276 -418 -0.88 9,562 2.71 0.3605
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 47,694 15,309 47.27 9,310 66.28 0.3834
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 32,385 -12,525 -27.89 5,600 -14.35 0.3085
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 44,910 21,457 91.49 6,537 93.12 0.3264
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 23,453 -11,343 -32.60 3,385 -28.59 0.4351
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 34,796 -6,831 -16.41 4,741 -15.08 0.2379
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 41,627 10,289 32.83 5,582 70.44 0.2591
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 31,338 590 1.92 3,275 -5.43 0.1958
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 30,748 1,755 6.05 3,463 -12.37 0.2003
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 28,993 812 2.88 3,952 -11.43 0.1446
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 28,181 28,181 4,462 0.1631
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.