JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFoster Victor Wealth Advisors, LLC
Latest Disclosed Ownership14,342 shares
Latest Disclosed Value $ 4,462,153
Foster Victor Wealth Advisors, LLC reports 2.03% increase in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Foster Victor Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 14,342 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,462,153 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 14,057 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.03% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 14,342 285 2.03 4,462 1.59 0.2550
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,057 5,485 63.99 4,392 65.30 0.2559
2025-10-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,572 271 3.26 2,658 13.06 0.1654
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,301 175 2.15 2,350 22.46 0.1593
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,126 -203 -2.44 1,919 -11.08 0.1543
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,329 81 0.98 2,159 22.61 0.1653
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,248 14 0.17 1,760 0.11 0.1410
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,234 599 7.85 1,759 17.83 0.1470
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,635 74 0.98 1,492 14.77 0.1361
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,561 203 2.76 1,301 21.84 0.1331
2023-10-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,358 -632 -7.91 1,068 -7.62 0.1244
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,990 373 4.90 1,156 18.10 0.1284
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,617 711 10.30 978 2.73 0.1186
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,906 -14 -0.20 953 27.27 0.1213
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,920 674 10.79 748 7.01 0.1091
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,246 800 14.69 699 -2.37 0.1040
2022-04-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,446 247 4.75 716 -18.26 0.0981
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,199 176 3.50 876 6.57 0.1192
2021-10-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,023 -214 -4.09 822 0.98 0.1315
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,237 -1 -0.02 814 0.87 0.1359
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,238 260 5.22 807 27.49 0.1501
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,978 549 12.40 633 48.59 0.1443
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,429 -1,002 -18.45 426 -16.63 0.1155
2020-08-03 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,431 171 3.25 511 9.19 0.1696
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,260 -685 -11.52 468 -42.51 0.2054
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,945 746 14.35 814 36.81 0.3525
2019-10-11 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,199 1,299 33.31 595 35.23 0.3310
2019-07-16 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,900 6 0.15 440 11.68 0.3231
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,894 7 0.18 394 3.96 0.3068
2019-03-04 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,887 3,887 379 0.3571
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.