JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEmpower Advisory Group, LLC
Latest Disclosed Ownership866,890 shares
Latest Disclosed Value $ 255,004,418
Empower Advisory Group, LLC reports 3.20% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Empower Advisory Group, LLC filed a 13F-HR form disclosing ownership of 866,890 shares of JPMorgan Chase & Co. (MX:JPM) valued at $255,004,418 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 840,037 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.20% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 866,890 26,853 3.20 255,004 -5.79 0.6619
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 840,037 1,512 0.18 270,677 2.34 0.7309
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 838,525 10,403 1.26 264,496 10.17 0.7332
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 828,122 23,504 2.92 240,081 21.64 0.7190
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 804,618 -213,033 -20.93 197,373 -19.09 0.6443
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,017,651 5,229 0.52 243,941 14.27 0.8215
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,012,422 5,288 0.53 213,479 4.80 0.7217
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,007,134 -7,823 -0.77 203,703 0.20 0.7561
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,014,957 -112,293 -9.96 203,296 6.02 0.7611
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,127,250 16,000 1.44 191,745 18.98 0.7550
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,111,250 14,576 1.33 161,153 1.04 0.7125
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,096,674 9,883 0.91 159,500 12.76 0.6877
2023-05-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,086,791 1,086,791 141,457 0.6353
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.