JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBeacon Financial Advisory LLC
Latest Disclosed Ownership11,598 shares
Latest Disclosed Value $ 3,411,784
Beacon Financial Advisory LLC reports 0.29% increase in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Beacon Financial Advisory LLC filed a 13F-HR form disclosing ownership of 11,598 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,411,784 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 11,564 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.29% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 11,598 34 0.29 3,412 -8.45 0.7703
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 11,564 -2,551 -18.07 3,726 -16.31 0.8633
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 14,115 968 7.36 4,452 16.82 1.0314
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 13,147 3,260 32.97 3,811 57.15 0.9857
2025-04-24 2025-03-31 13F JPMORGAN CHASE COM 46625H100 9,887 230 2.38 2,425 4.80 0.7348
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 9,657 180 1.90 2,315 15.82 0.7530
2024-10-30 2024-09-30 13F JPMORGAN CHASE COM 46625H100 9,477 -274 -2.81 1,998 1.32 0.6795
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,751 1,805 22.72 1,972 23.95 0.7363
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,946 -53 -0.66 1,591 16.99 0.7738
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,999 -43 -0.53 1,361 16.64 0.6561
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 8,042 51 0.64 1,166 0.34 0.6440
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,991 136 1.73 1,162 13.59 0.6669
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,855 313 4.15 1,024 1.19 0.6503
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,542 -546 -6.75 1,011 19.64 0.7242
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 8,088 -400 -4.71 845 -11.61 0.6023
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 8,488 -120 -1.39 956 -18.50 0.5437
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 8,608 76 0.89 1,173 -13.18 0.5604
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 8,532 218 2.62 1,351 -0.73 0.6237
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 8,314 9 0.11 1,361 5.34 0.7074
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 8,305 863 11.60 1,292 14.03 0.6942
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,442 -2,189 -22.73 1,133 -7.36 0.6483
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 9,631 1,501 18.46 1,223 56.39 0.7950
2020-10-08 2020-09-30 13F JPMORGAN CHASE COM 46625H100 8,130 4,452 121.04 782 126.67 0.6796
2020-07-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,678 701 23.55 345 28.73 0.3754
2020-04-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,977 -832 -21.84 268 -49.43 0.3410
2020-01-24 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,809 3,809 530 0.4538
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.