JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionArete Wealth Advisors, LLC
Latest Disclosed Ownership30,882 shares
Latest Disclosed Value $ 9,078,823
Arete Wealth Advisors, LLC reports 1.05% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 20, 2026 - Arete Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 30,882 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,078,823 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 31,210 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.05% 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)
2026-05-20 2026-03-31 13F/A-1 JPMORGAN CHASE EQUITY 46625H100 30,882 -328 -1.05 9,079 90,680.00 0.6803
2026-05-16 2026-03-31 13F JPMORGAN CHASE EQUITY 46625H100 30,882 -328 9,079 0.6770
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 31,210 -7,719 -19.83 10 -16.67 0.6122
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 38,929 2,201 5.99 12 20.00 0.7691
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 36,728 -31,145 -45.89 11 11.11 0.7558
2025-05-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 67,873 32,490 91.82 9 12.50 0.7244
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 35,383 8,839 33.30 8 60.00 0.6125
2024-11-18 2024-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 26,544 26,544 6 0.4784
2024-11-18 2024-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 26,544 6
2024-11-14 2024-09-30 13F NEXTERA ENERGY COM 46625H100 26,544 26,544 6 0.4784
2024-08-14 2024-06-30 13F ISHARES TR US INFRASTRUC 46625H100 0 -33,088 -100.00 0 -100.00
2024-05-16 2024-03-31 13F ISHARES TR US INFRASTRUC 46625H100 33,088 -1,774 -5.09 6,624 13.19 0.6123
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 34,862 34,862 5,853 0.4463
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 0 -32,321 -100.00 0 -100.00
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 32,321 -5,881 -15.39 5 0.00 0.4153
2023-05-22 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 38,202 364 0.96 5 -99.92 0.4051
2023-05-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 38,202 364 4,978,077 0.4051
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 37,838 1,442 3.96 5,074 33.42 0.4438
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 36,396 6,892 23.36 3,803 14.38 0.3721
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 29,504 3,132 11.88 3,325 -7.51 0.3362
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 26,372 5,196 24.54 3,595 5.27 0.3011
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 21,176 2,006 10.46 3,415 8.79 0.2911
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 19,170 779 4.24 3,139 22.33 0.3461
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 18,391 406 2.26 2,566 -6.28 0.3601
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 17,985 1,077 6.37 2,738 27.59 0.3500
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 16,908 -5,522 -24.62 2,146 -2.28 0.3039
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 22,430 -4,190 -15.74 2,196 -12.30 0.3309
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 26,620 1,448 5.75 2,504 10.50 0.4338
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 25,172 -2,086 -7.65 2,266 -40.37 0.4459
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 27,258 266 0.99 3,800 19.61 0.6600
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 26,992 1,303 5.07 3,177 10.62 0.6073
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 25,689 170 0.67 2,872 11.19 0.5572
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 25,519 2,416 10.46 2,583 14.55 0.5389
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 23,103 -600 -2.53 2,255 -15.70 0.5482
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 23,703 -651 -2.67 2,675 5.40 0.5935
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 24,354 10,110 70.98 2,538 62.28 0.6050
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 14,244 685 5.05 1,564 7.86 0.5187
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 13,559 5,253 63.24 1,450 82.85 0.4722
2017-11-15 2017-09-30 13F JPMORGAN CHASE COM 46625H100 8,306 641 8.36 793 13.12 0.3161
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 7,665 59 0.78 701 4.94 0.3202
2017-04-28 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,606 594 8.47 668 10.41 0.2912
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 7,012 1,863 36.18 605 76.38 0.2794
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 5,149 0 0.00 343 7.19 0.1965
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 5,149 -1,642 -24.18 320 -20.40 0.2014
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 6,791 218 3.32 402 -7.37 0.2401
2016-02-12 2015-12-31 13F JPMORGAN CHASE COM 46625H100 6,573 4 0.06 434 8.50 0.2629
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 6,569 12 0.18 400 -9.91 0.3125
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 6,557 4 0.06 444 11.84 0.2990
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 6,553 -420 -6.02 397 -8.94 0.2561
2015-02-11 2014-12-31 13F JPMORGAN CHASE COM 46625H100 6,973 -101 -1.43 436 2.35 0.3077
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 7,074 4 0.06 426 4.67 0.3217
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 7,070 -131 -1.82 407 -6.86 0.3170
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 7,201 207 2.96 437 7.11 0.4057
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 6,994 6,994 408 0.4025
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.