JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership30,980 shares
Latest Disclosed Value $ 9,113,267
HCR Wealth Advisors reports 0.32% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 30,980 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,113,267 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 31,078 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.32% 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)
2026-04-21 2026-03-31 13F JPMorgan Chase Common Stock 46625H100 30,980 -98 -0.32 9,113 -8.99 0.9450
2026-01-27 2025-12-31 13F JPMorgan Chase Common Stock 46625H100 31,078 416 1.36 10,014 6.18 0.9918
2025-10-03 2025-09-30 13F JPMorgan Chase Common Stock 46625H100 30,662 871 2.92 9,430 9.19 0.9766
2025-07-17 2025-06-30 13F JPMorgan Chase Common Stock 46625H100 29,791 -215 -0.72 8,637 17.34 1.0165
2025-04-21 2025-03-31 13F JPMorgan Chase Common Stock 46625H100 30,006 -105 -0.35 7,361 1.98 0.9582
2025-01-14 2024-12-31 13F JPMorgan Chase Common Stock 46625H100 30,111 43 0.14 7,218 13.83 0.9043
2024-10-10 2024-09-30 13F JPMorgan Chase Common Stock 46625H100 30,068 587 1.99 6,340 6.32 0.8297
2024-08-07 2024-06-30 13F JPMorgan Chase Common Stock 46625H100 29,481 -25 -0.08 5,963 0.90 0.8522
2024-05-10 2024-03-31 13F JPMorgan Chase Common Stock 46625H100 29,506 645 2.23 5,910 20.39 0.8963
2024-02-09 2023-12-31 13F JPMorgan Chase Common Stock 46625H100 28,861 9,571 49.62 4,909 75.51 0.7755
2023-10-20 2023-09-30 13F JPMORGAN CHASE COM 46625H100 19,290 -5,384 -21.82 2,797 -22.05 0.6134
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 24,674 2,134 9.47 3,589 22.17 0.6646
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 22,540 -386 -1.68 2,937 -4.46 0.5814
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 22,926 -800 -3.37 3,074 24.00 0.6452
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 23,726 -285 -1.19 2,479 -8.32 0.5268
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 24,011 -338 -1.39 2,704 -18.53 0.5428
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 24,349 386 1.61 3,319 -12.54 0.5425
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 23,963 -156 -0.65 3,795 -3.88 0.5882
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 24,119 1,528 6.76 3,948 12.35 0.6588
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 22,591 1,540 7.32 3,514 9.64 0.6100
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 21,051 -2,205 -9.48 3,205 8.46 0.6337
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 23,256 2,010 9.46 2,955 44.43 0.6185
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 21,246 648 3.15 2,046 6.51 0.4678
2020-07-30 2020-06-30 13F JPMORGAN CHASE COM 46625H100 20,598 1,098 5.63 1,921 9.40 0.4507
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 19,500 -29,117 -59.89 1,756 -74.09 0.5023
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 48,617 1,994 4.28 6,777 23.47 1.6440
2019-11-07 2019-09-30 13F JPMORGAN CHASE COM 46625H100 46,623 -1,169 -2.45 5,489 2.73 1.8223
2019-07-25 2019-06-30 13F JPMORGAN CHASE COM 46625H100 47,792 -452 -0.94 5,343 9.71 1.5194
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 48,244 -939 -1.91 4,870 1.44 1.3993
2019-01-31 2018-12-31 13F JPMORGAN CHASE COM 46625H100 49,183 -115 -0.23 4,801 -7.53 1.5510
2018-11-08 2018-09-30 13F JPMORGAN CHASE COM 46625H100 49,298 2,332 4.97 5,192 6.02 1.6913
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 46,966 218 0.47 4,897 -4.75 1.6068
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 46,748 94 0.20 5,141 3.05 1.7829
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 46,654 -1,960 -4.03 4,989 7.45 1.7427
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 48,614 1,366 2.89 4,643 7.53 1.9542
2017-08-16 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 47,248 725 1.56 4,318 5.65 2.1325
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 46,523 1,575 3.50 4,087 5.36 2.0935
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 44,948 44,948 3,879 2.0491
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.