JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionARS Wealth Advisors Group, LLC
Latest Disclosed Ownership110,769 shares
Latest Disclosed Value $ 32,583,825
ARS Wealth Advisors Group, LLC reports 0.08% increase in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - ARS Wealth Advisors Group, LLC filed a 13F-HR form disclosing ownership of 110,769 shares of JPMorgan Chase & Co. (MX:JPM) valued at $32,583,825 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 110,680 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.08% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 110,769 89 0.08 32,584 -8.64 2.7523
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 110,680 -504 -0.45 35,663 1.69 3.2147
2025-10-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 111,184 -1,584 -1.40 35,071 7.27 3.4619
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 112,768 -94 -0.08 32,693 18.09 3.7671
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 112,862 -3,471 -2.98 27,685 -0.72 3.9081
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 116,333 -2,540 -2.14 27,886 11.25 3.8295
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 118,873 -2,354 -1.94 25,066 2.23 3.0795
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 121,227 -1,209 -0.99 24,519 -0.02 3.1820
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 122,436 2,258 1.88 24,524 19.96 3.3098
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 120,178 46,332 62.74 20,442 90.89 3.0282
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 73,846 -1,263 -1.68 10,709 -1.96 1.7550
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 75,109 -1,415 -1.85 10,924 9.55 1.7348
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 76,524 2,370 3.20 9,972 0.27 1.8382
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 74,154 -3,529 -4.54 9,944 22.49 1.6377
2022-11-14 2022-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 77,683 4,861 6.68 8,118 -1.01 1.2398
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 0 -72,822 8,118 1.2409
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 72,822 394 0.54 8,201 -16.94 1.1259
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 72,428 119 0.16 9,873 -13.77 1.7214
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 72,309 1,281 1.80 11,450 -1.52 1.9227
2021-10-26 2021-09-30 13F JPMORGAN CHASE COM 46625H100 71,028 71,028 11,627 2.1107
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.