JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHarwood Advisory Group, LLC
Latest Disclosed Ownership2,183 shares
Latest Disclosed Value $ 642,161
Harwood Advisory Group, LLC reports 0.14% increase in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Harwood Advisory Group, LLC filed a 13F-HR form disclosing ownership of 2,183 shares of JPMorgan Chase & Co. (MX:JPM) valued at $642,161 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 2,180 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.14% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,183 3 0.14 642 -8.55 0.2000
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,180 -9 -0.41 703 1.74 0.2183
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,189 19 0.88 691 9.70 0.2195
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,170 1,513 230.29 629 300.64 0.2177
2025-08-18 2025-03-31 13F JPMORGAN CHASE COM 46625H100 657 0 0.00 158 0.00 0.0530
2025-09-02 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 657 -1,443 -68.71 158 -64.48 0.0530
2025-08-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 657 -1,443 158 0.0530
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,100 -67 -3.09 443 0.91 0.1215
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,167 -28 -1.28 438 -0.23 0.2177
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,195 1 0.05 440 17.69 0.1226
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,194 -130 -5.59 373 10.68 0.1001
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,324 -5 -0.21 337 -1.75 0.0907
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,329 0 0.00 343 5.54 0.0883
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,329 -131 -5.33 326 -7.41 0.0882
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,460 -57 -2.26 352 20.21 0.0911
2022-10-18 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,517 -344 -12.02 292 -9.32 0.0730
2022-08-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,861 -1,915 -40.10 322 -50.54 0.0651
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,776 -30 -0.62 651 -8.31 0.1069
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,806 -301 -5.89 710 -15.07 0.1120
2021-10-27 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,107 -550 -9.72 836 -5.00 0.1337
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,657 -67 -1.17 880 1.03 0.1432
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,724 -46 -0.80 871 18.83 0.1520
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,770 -174 -2.93 733 28.15 0.1376
2020-10-16 2020-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 5,944 -2,425 -28.98 572 -27.32 0.1236
2020-08-06 2020-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 8,369 -772 -8.45 787 -4.26 0.2004
2020-05-01 2020-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 9,141 -13,819 -60.19 822 -74.32 0.2614
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 22,960 764 3.44 3,201 22.55 0.8529
2019-10-16 2019-09-30 13F JPMORGAN CHASE COM 46625H100 22,196 821 3.84 2,612 9.29 0.7731
2019-08-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 21,375 971 4.76 2,390 15.68 0.7398
2019-05-01 2019-03-31 13F JPMORGAN CHASE COM 46625H100 20,404 1,611 8.57 2,066 12.59 0.6806
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 18,793 1,903 11.27 1,835 -3.98 1.2809
2018-10-23 2018-09-30 13F JPMORGAN CHASE COM 46625H100 16,890 5,284 45.53 1,911 58.06 1.0692
2018-08-16 2018-06-30 13F JPMORGAN CHASE COM 46625H100 11,606 3,351 40.59 1,209 33.15 0.7856
2018-05-08 2018-03-31 13F JPMORGAN CHASE COM 46625H100 8,255 1,768 27.25 908 31.02 0.6572
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 6,487 1,428 28.23 693 43.48 0.2967
2017-11-09 2017-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 5,059 -7 -0.14 483 4.32 0.4672
2017-07-17 2017-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 5,066 -242 -4.56 463 -0.64 0.2558
2017-04-24 2017-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 5,308 1,471 38.34 466 40.79 0.2703
2017-01-09 2016-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 3,837 16 0.42 331 30.31 0.2223
2016-10-14 2016-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 3,821 -29 -0.75 254 6.28 0.1962
2016-08-11 2016-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 3,850 3,850 239 0.2040
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.