JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFoundations Investment Advisors, LLC
Latest Disclosed Ownership210,748 shares
Latest Disclosed Value $ 61,993,702
Foundations Investment Advisors, LLC reports 9.45% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Foundations Investment Advisors, LLC filed a 13F-HR form disclosing ownership of 210,748 shares of JPMorgan Chase & Co. (MX:JPM) valued at $61,993,702 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 192,556 shares of JPMorgan Chase & Co.. This represents a change in shares of 9.45% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 210,748 18,192 9.45 61,994 -0.08 0.3843
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 192,556 19,004 10.95 62,045 13.34 0.8132
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 173,552 14,482 9.10 54,743 18.71 0.7954
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 159,070 13,329 9.15 46,116 29.00 0.7283
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 145,741 17,437 13.59 35,750 16.24 0.6600
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 128,304 14,966 13.20 30,756 28.69 0.5935
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 113,338 18,182 19.11 23,899 24.17 0.5022
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 95,156 5,946 6.67 19,246 7.71 0.4671
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 89,210 8,723 10.84 17,869 27.78 0.4678
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 80,487 8,068 11.14 13,983 33.15 0.3753
2023-10-05 2023-09-30 13F JPMORGAN CHASE COM 46625H100 72,419 4,116 6.03 10,502 5.72 0.3234
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 68,303 6,803 11.06 9,934 23.96 0.3289
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 61,500 25,890 72.70 8,014 67.83 0.2865
2023-01-11 2022-12-31 13F JPMORGAN CHASE COM 46625H100 35,610 18,218 104.75 4,775 162.80 0.1900
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 17,392 6,620 61.46 1,817 50.79 0.0792
2022-07-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 10,772 3,737 53.12 1,205 35.85 0.0504
2022-04-19 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,035 280 4.15 887 -22.06 0.0343
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,755 457 7.26 1,138 7.16 0.0428
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,298 746 13.44 1,062 22.77 0.0464
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,552 -328 -5.58 865 -5.05 0.0415
2021-04-09 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,880 1,209 25.88 911 43.46 0.0526
2021-01-13 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,671 -886 -15.94 635 16.73 0.0417
2020-10-07 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,557 2,299 70.56 544 80.13 0.1193
2020-07-08 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,258 75 2.36 302 12.27 0.0267
2020-04-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,183 -202 -5.97 269 -42.52 0.0312
2020-01-09 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,385 -696 -17.05 468 2.18 0.0575
2019-10-07 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,081 931 29.56 458 29.01 0.0601
2019-07-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,150 205 6.96 355 19.13 0.0533
2019-04-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,945 2,945 298 0.0517
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.