JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCore Wealth Advisors, Inc.
Latest Disclosed Ownership2,617 shares
Latest Disclosed Value $ 769,817
Core Wealth Advisors, Inc. reports 10.89% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Core Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 2,617 shares of JPMorgan Chase & Co. (MX:JPM) valued at $769,817 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,360 shares of JPMorgan Chase & Co.. This represents a change in shares of 10.89% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,617 257 10.89 770 1.18 0.1837
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,360 -4 -0.17 760 2.01 0.1973
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,364 615 35.16 746 46.94 0.1944
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,749 -23 -1.30 507 16.82 0.1457
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,772 23 1.32 435 3.58 0.1383
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,749 21 1.22 419 15.11 0.1382
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,728 -119 -6.44 364 -2.41 0.1168
2024-08-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,847 108 6.21 374 7.18 0.1280
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,739 25 1.46 348 19.59 0.1184
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,714 722 72.78 292 103.50 0.1071
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 992 0 0.00 144 -0.69 0.0589
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 992 81 8.89 144 22.03 0.0579
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 911 -59 -6.08 119 -9.23 0.0474
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 970 0 0.00 130 28.71 0.0569
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 970 6 0.62 101 -7.34 0.0589
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 964 0 0.00 109 -16.79 0.0670
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 964 -29 -2.92 131 -16.56 0.0735
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 993 -104 -9.48 157 -12.78 0.0938
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,097 -87 -7.35 180 -2.17 0.1194
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,184 -4,130 -77.72 184 -77.26 0.1227
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,314 109 2.09 809 22.39 0.7134
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,205 -456 -8.06 661 21.28 0.5905
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,661 89 1.60 545 4.01 0.5101
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,572 2,820 102.47 524 111.29 0.4615
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,752 1,508 121.22 248 43.35 0.1888
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,244 1,244 173 0.0994
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.