JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBenchmark Financial Wealth Advisors, LLC
Latest Disclosed Ownership6,018 shares
Latest Disclosed Value $ 1,770,211
Benchmark Financial Wealth Advisors, LLC reports 7.41% increase in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Benchmark Financial Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 6,018 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,770,211 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 5,603 shares of JPMorgan Chase & Co.. This represents a change in shares of 7.41% 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 6,018 415 7.41 1,770 -1.94 0.4902
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,603 492 9.63 1,805 11.97 0.5182
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,111 -4 -0.08 1,612 8.77 0.4852
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,115 977 23.61 1,483 46.01 0.4903
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,138 292 7.59 1,015 10.21 0.3832
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,846 67 1.77 922 15.70 0.2954
2024-10-30 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,779 798 26.77 797 32.23 0.2657
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,981 335 12.66 603 13.58 0.2234
2024-04-22 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,646 380 16.77 530 37.66 0.2025
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,266 304 15.49 385 35.56 0.1661
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,962 246 14.34 285 14.06 0.1337
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,716 -200 -10.44 250 0.00 0.1157
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,916 11 0.58 250 -2.35 0.1283
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,905 -135 -6.62 255 19.72 0.1390
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,040 -54 -2.58 213 -9.75 0.1253
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,094 2,094 236 0.1209
2022-04-22 2022-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,293 -100.00 0 -100.00
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,293 1,293 205 0.0857
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.