JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFirst National Advisers, LLC
Latest Disclosed Ownership47,664 shares
Latest Disclosed Value $ 14,020,430
First National Advisers, LLC reports 10.72% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - First National Advisers, LLC filed a 13F-HR form disclosing ownership of 47,664 shares of JPMorgan Chase & Co. (MX:JPM) valued at $14,020,430 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 53,386 shares of JPMorgan Chase & Co.. This represents a change in shares of -10.72% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 47,664 -5,722 -10.72 14,020 -18.49 2.0513
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 53,386 -2,759 -4.91 17,202 -2.87 2.3653
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 56,145 -3,499 -5.87 17,709 2.42 2.4031
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 59,644 230 0.39 17,291 18.65 2.5318
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 59,414 -3,737 -5.92 14,574 -3.73 2.3328
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 63,151 -94 -0.15 15,138 13.52 2.4477
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 63,245 1,168 1.88 13,336 6.21 2.1265
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 62,077 8,349 15.54 12,555 27.88 2.2947
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 53,728 12,142 29.20 9,818 38.81 2.1970
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 41,586 10,774 34.97 7,074 58.30 2.0361
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 30,812 14,442 88.22 4,468 121.85 1.9951
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 16,370 2,881 21.36 2,014 14.56 1.8554
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 13,489 752 5.90 1,758 2.93 1.9935
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 12,737 1,270 11.08 1,708 42.57 2.1862
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 11,467 2,955 34.72 1,198 24.92 1.7751
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 8,512 8,512 959 1.9900
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.