JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCWS Financial Advisors, LLC
Latest Disclosed Ownership4,615 shares
Latest Disclosed Value $ 1,357,502
CWS Financial Advisors, LLC reports 0.39% increase in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - CWS Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 4,615 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,357,502 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,597 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.39% 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 4,615 18 0.39 1,358 -8.37 0.3478
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,597 1 0.02 1,481 2.21 0.4021
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,596 1 0.02 1,450 8.78 0.4024
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,595 -266 -5.47 1,332 11.74 0.3876
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,861 315 6.93 1,192 9.46 0.3766
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,546 1 0.02 1,090 13.67 0.3528
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,545 1 0.02 958 4.24 0.3395
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,544 -17 -0.37 919 0.66 0.3615
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,561 -1,659 -26.67 914 -13.71 0.3742
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,220 -364 -5.53 1,058 10.90 0.3971
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,584 2 0.03 955 -0.31 0.3828
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,582 110 1.70 957 13.52 0.3630
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,472 341 5.56 843 -9.65 0.3355
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,131 -422 -6.44 933 36.20 0.4022
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,553 -800 -10.88 685 -17.27 0.3279
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,353 482 7.01 828 -11.63 0.3786
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,871 166 2.48 937 -11.77 0.3539
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,705 468 7.50 1,062 9.48 0.3744
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,237 106 1.73 970 3.97 0.3868
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,131 3 0.05 933 19.77 0.4022
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,128 2 0.03 779 32.03 0.4529
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,126 -2 -0.03 590 2.43 0.3925
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,128 1,160 23.35 576 -16.88 0.4153
2020-04-02 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,968 0 0.00 693 0.00 0.5131
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,968 4,968 693 0.5055
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.