JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionArbor Trust Wealth Advisors, Llc
Latest Disclosed Ownership15,497 shares
Latest Disclosed Value $ 4,558,522
Arbor Trust Wealth Advisors, Llc reports 3.67% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Arbor Trust Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 15,497 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,558,522 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 16,087 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.67% 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 15,497 -590 -3.67 4,559 -12.06 2.0027
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 16,087 -575 -3.45 5,183 -1.37 2.2668
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 16,662 -100 -0.60 5,256 8.15 2.3668
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 16,762 -1,575 -8.59 4,859 8.03 2.3770
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 18,337 -362 -1.94 4,498 0.36 2.1098
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 18,699 -138 -0.73 4,482 17.67 2.0998
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 18,837 0 0.00 3,810 0.00 2.0007
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 18,837 8 0.04 3,810 2.89 2.0007
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 18,829 220 1.18 3,702 16.97 2.0339
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 18,609 85 0.46 3,165 17.83 1.8839
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 18,524 61 0.33 2,686 0.04 1.7690
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 18,463 1,360 7.95 2,685 20.51 1.7074
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 17,103 0 0.00 2,229 -2.83 1.4648
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 17,103 310 1.85 2,294 30.88 1.5828
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 16,793 -732 -4.18 1,752 -11.20 1.3320
2022-07-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 17,525 925 5.57 1,973 -12.81 1.3757
2022-04-25 2022-03-31 13F JPMORGAN CHASE COM 46625H100 16,600 -1,011 -5.74 2,263 -18.86 1.3580
2022-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 17,611 -25 -0.14 2,789 -3.39 1.6075
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 17,636 390 2.26 2,887 7.64 1.8029
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 17,246 245 1.44 2,682 3.75 1.6834
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 17,001 130 0.77 2,585 20.57 1.7268
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 16,871 285 1.72 2,144 34.25 1.5569
2020-11-09 2020-09-30 13F JPMorgan Chase COM 46625H100 16,586 355 2.19 1,597 4.58 1.3820
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 16,231 -280 -1.70 1,527 2.69 1.3804
2020-04-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 16,511 -82 -0.49 1,487 -35.71 1.5716
2020-02-03 2019-12-31 13F JPMorgan Chase Common Stock 46625H100 16,593 16,593 2,313 1.9802
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.