JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFinancial Advisors Network, Inc.
Latest Disclosed Ownership1,650 shares
Latest Disclosed Value $ 485,351
Financial Advisors Network, Inc. reports 7.36% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Financial Advisors Network, Inc. filed a 13F-HR form disclosing ownership of 1,650 shares of JPMorgan Chase & Co. (MX:JPM) valued at $485,351 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 14, 2026 disclosing 1,781 shares of JPMorgan Chase & Co.. This represents a change in shares of -7.36% 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 1,650 -131 -7.36 485 -15.36 0.0670
2026-05-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,781 29 1.66 574 3.80 0.0787
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,752 -79 -4.31 552 4.15 0.0782
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,831 -56 -2.97 531 14.72 0.0802
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,887 -59 -3.03 463 -0.86 0.0768
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,946 136 7.51 466 51.79 0.0776
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,810 -360 -16.59 308 -2.23 0.0620
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,170 -63 -2.82 315 5.02 0.0707
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,233 45 2.06 299 30.57 0.0793
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,188 -6 -0.27 229 -7.29 0.0677
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,194 -20 -0.90 247 -18.21 0.0690
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,214 90 4.24 302 -10.12 0.0744
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,124 -73 -3.32 336 -8.45 0.0756
2021-12-27 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,197 165 8.12 367 16.14 0.0845
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,032 -110 -5.14 316 -3.07 0.0932
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,142 -49 -2.24 326 17.27 0.1053
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,191 27 1.25 278 33.65 0.0955
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,164 2,164 208 0.0814
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 0 -3,033 -100.00 0 -100.00
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,033 -342 -10.13 273 -42.04 0.1302
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,375 -772 -18.62 471 -3.48 0.2156
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,147 -247 -5.62 488 2.74 0.2498
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,394 213 5.09 475 7.22 0.2554
2019-06-04 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,181 -1,703 -28.94 443 -22.82 0.2567
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,884 1,051 21.75 574 13.89 0.3573
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 4,833 1,406 41.03 504 37.33 0.3044
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,427 -331 -8.81 367 2.23 0.2478
2017-11-15 2017-09-30 13F JPMORGAN CHASE COM 46625H100 3,758 30 0.80 359 5.28 0.2841
2017-08-04 2017-06-30 13F JPMORGAN CHASE COM 46625H100 3,728 -345 -8.47 341 -3.94 0.2830
2017-05-17 2017-03-31 13F JPMORGAN CHASE COM 46625H100 4,073 -4,195,927 -99.90 355 -99.90 0.3073
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 4,200,000 4,200,000 363,794 0.3097
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.