JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFinancial Engines Advisors L.L.C.
Latest Disclosed Ownership21,407 shares
Latest Disclosed Value $ 6,296,954
Financial Engines Advisors L.L.C. reports 4.22% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Financial Engines Advisors L.L.C. filed a 13F-HR form disclosing ownership of 21,407 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,296,954 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 22,351 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.22% 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 21,407 -944 -4.22 6,297 -12.57 0.0128
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 22,351 -613 -2.67 7,202 -0.58 0.0136
2025-11-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 22,964 3,331 16.97 7,244 27.27 0.0138
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,633 3,133 18.99 5,692 40.62 0.0114
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 16,500 -49 -0.30 4,048 2.04 0.0087
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 16,549 8,217 98.62 3,967 125.85 0.0083
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,332 30 0.36 1,757 4.59 0.0037
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,302 23 0.28 1,679 1.27 0.0037
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 8,279 2,819 51.63 1,658 78.66 0.0037
2024-02-13 2023-12-31 13F JPMORGAN CHASE Common Stock 46625H100 5,460 -378 -6.47 929 9.69 0.0022
2023-11-13 2023-09-30 13F JPMORGAN CHASE Common Stock 46625H100 5,838 2,966 103.27 847 102.88 0.0022
2023-08-11 2023-06-30 13F JPMORGAN CHASE Common Stock 46625H100 2,872 322 12.63 418 25.60 0.0011
2023-05-12 2023-03-31 13F JPMORGAN CHASE Common Stock 46625H100 2,550 -3,533 -58.08 332 -59.26 0.0009
2023-02-14 2022-12-31 13F JPMORGAN CHASE Common Stock 46625H100 6,083 2,554 72.37 816 121.47 0.0023
2022-11-10 2022-09-30 13F JPMORGAN CHASE Common Stock 46625H100 3,529 435 14.06 368 5.75 0.0012
2022-08-11 2022-06-30 13F JPMorgan Chase Common Stock 46625H100 3,094 213 7.39 348 -11.45 0.0011
2022-05-12 2022-03-31 13F JPMorgan Chase Common Stock 46625H100 2,881 516 21.82 393 5.08 0.0010
2022-02-10 2021-12-31 13F JPMorgan Chase Common Stock 46625H100 2,365 -1,645 -41.02 374 -42.99 0.0010
2021-11-12 2021-09-30 13F JPMorgan Chase Common Stock 46625H100 4,010 -1,085 -21.30 656 -17.28 0.0019
2021-08-12 2021-06-30 13F JPMorgan Chase Common Stock 46625H100 5,095 -701 -12.09 793 -10.09 0.0023
2021-05-12 2021-03-31 13F/A-1 JPMorgan Chase Common Stock 46625H100 5,796 -347 -5.65 882 12.93 0.0028
2021-05-12 2021-03-31 13F JPMorgan Chase Common Stock 46625H100 5,796 882 0.0028
2021-02-11 2020-12-31 13F JPMorgan Chase Common Stock 46625H100 6,143 873 16.57 781 54.04 0.0027
2020-11-12 2020-09-30 13F JPMorgan Chase Common Stock 46625H100 5,270 2,625 99.24 507 103.61 0.0020
2020-08-13 2020-06-30 13F JPMorgan Chase Common Stock 46625H100 2,645 2,645 249 0.0011
2017-08-02 2017-06-30 13F JPMORGAN CHASE COM 46625H100 0 -35 -100.00 0 -100.00
2017-05-03 2017-03-31 13F JPMORGAN CHASE COM 46625H100 35 35 3 0.0001
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.