JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership125,341 shares
Latest Disclosed Value $ 36,870,451
Heritage Wealth Advisors reports 17.14% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 125,341 shares of JPMorgan Chase & Co. (MX:JPM) valued at $36,870,451 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 151,264 shares of JPMorgan Chase & Co.. This represents a change in shares of -17.14% 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)
2026-05-13 2026-03-31 13F Jpmorgan Chase COM 46625H100 125,341 -25,923 -17.14 36,870 -24.35 1.4405
2026-02-13 2025-12-31 13F Jpmorgan Chase COM 46625H100 151,264 7,208 5.00 48,740 7.26 1.8614
2025-11-13 2025-09-30 13F Jpmorgan Chase COM 46625H100 144,056 133,203 1,227.34 45,439 1,344.34 1.9888
2025-08-11 2025-06-30 13F Jpmorgan Chase COM 46625H100 10,853 -1,176 -9.78 3,146 6.64 0.1494
2025-05-08 2025-03-31 13F Jpmorgan Chase COM 46625H100 12,029 -440 -3.53 2,951 -1.27 0.1495
2025-02-12 2024-12-31 13F Jpmorgan Chase COM 46625H100 12,469 -163 -1.29 2,989 12.20 0.1482
2024-11-12 2024-09-30 13F Jpmorgan Chase COM 46625H100 12,632 502 4.14 2,664 8.56 0.1250
2024-12-12 2024-06-30 13F/A-1 Jpmorgan Chase COM 46625H100 12,130 -392 -3.13 2,453 -2.19 0.1108
2024-08-06 2024-06-30 13F Jpmorgan Chase COM 46625H100 12,130 -392 2,453 0.1108
2024-12-12 2024-03-31 13F/A-1 Jpmorgan Chase COM 46625H100 12,522 -3,682 -22.72 2,508 -9.00 0.1145
2024-05-08 2024-03-31 13F Jpmorgan Chase COM 46625H100 12,522 -3,682 2,508 0.1148
2024-12-12 2023-12-31 13F/A-1 Jpmorgan Chase COM 46625H100 16,204 -992 -5.77 2,756 10.55 0.1371
2024-02-12 2023-12-31 13F Jpmorgan Chase COM 46625H100 16,423 -773 2,794 0.1392
2024-12-12 2023-09-30 13F/A-1 Jpmorgan Chase COM 46625H100 17,196 -333 -1.90 2,494 -2.20 0.1360
2023-11-09 2023-09-30 13F Jpmorgan Chase COM 46625H100 17,196 -333 2,494 0.1360
2024-12-12 2023-06-30 13F/A-1 Jpmorgan Chase COM 46625H100 17,529 88 0.50 2,549 12.19 0.1349
2023-08-09 2023-06-30 13F Jpmorgan Chase COM 46625H100 17,529 88 2,549 0.1349
2023-05-04 2023-03-31 13F Jpmorgan Chase COM 46625H100 17,441 -207 -1.17 2,273 -3.97 0.1266
2024-12-12 2022-12-31 13F/A-1 Jpmorgan Chase COM 46625H100 17,648 -509 -2.80 2,367 24.72 0.1371
2023-02-07 2022-12-31 13F Jpmorgan Chase COM 46625H100 17,648 -509 2,367 0.1371
2024-12-12 2022-09-30 13F/A-1 Jpmorgan Chase COM 46625H100 18,157 -370 -2.00 1,897 94,750.00 0.1376
2022-11-10 2022-09-30 13F Jpmorgan Chase COM 46625H100 18,157 -370 2 0.1376
2022-08-04 2022-06-30 13F Jpmorgan Chase COM 46625H100 18,527 -21,532 -53.75 2 -60.00 0.1450
2022-05-11 2022-03-31 13F Jpmorgan Chase COM 46625H100 40,059 -78 -0.19 5 -16.67 0.3022
2022-03-28 2021-12-31 13F/A-1 Jpmorgan Chase COM 46625H100 40,137 1,170 3.00 6 -99.91 0.3490
2022-02-02 2021-12-31 13F Jpmorgan Chase COM 46625H100 40,137 1,170 6,356 0.3490
2021-11-02 2021-09-30 13F Jpmorgan Chase COM 46625H100 38,967 -248 -0.63 6,379 4.57 0.3907
2021-08-09 2021-06-30 13F/A-1 Jpmorgan Chase COM 46625H100 39,215 -8,704 -18.16 6,099 -16.38 0.3756
2021-07-27 2021-06-30 13F Jpmorgan Chase COM 46625H100 49,563 1,644 6,298 0.3936
2021-04-27 2021-03-31 13F Jpmorgan Chase COM 46625H100 47,919 -1,644 -3.32 7,295 15.81 0.4398
2021-02-01 2020-12-31 13F Jpmorgan Chase COM 46625H100 49,563 33,930 217.04 6,298 318.75 0.3936
2020-11-03 2020-09-30 13F Jpmorgan Chase COM 46625H100 15,633 -543 -3.36 1,505 -1.12 0.1943
2020-07-17 2020-06-30 13F/A-1 Jpmorgan Chase COM 46625H100 16,176 105 0.65 1,521 5.19 0.2129
2020-07-17 2020-06-30 13F Jpmorgan Chase COM 46625H100 5,760 -10,311 1,521 212,847.8369
2020-05-05 2020-03-31 13F Jpmorgan Chase COM 46625H100 16,071 6,468 67.35 1,447 8.07 0.2593
2020-02-04 2019-12-31 13F Jpmorgan Chase COM 46625H100 9,603 675 7.56 1,339 27.43 0.1768
2019-10-30 2019-09-30 13F Jpmorgan Chase COM 46625H100 8,928 2,246 33.61 1,050 40.75 0.1547
2019-08-05 2019-06-30 13F Jpmorgan Chase COM 46625H100 6,682 1,267 23.40 747 36.13 0.1145
2019-05-06 2019-03-31 13F Jpmorgan Chase COM 46625H100 5,415 151 2.87 548 6.82 0.0901
2019-01-26 2018-12-31 13F Jpmorgan Chase COM 46625H100 5,264 52 1.00 513 -12.76 0.1002
2018-11-14 2018-09-30 13F Jpmorgan Chase COM 46625H100 5,212 -24 -0.46 588 7.89 0.1152
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 5,236 1 0.02 545 -5.22 0.2038
2018-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 5,235 18 0.35 575 3.05 0.2387
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,217 -42 -0.80 558 10.93 0.2387
2017-11-07 2017-09-30 13F JPMORGAN CHASE COM 46625H100 5,259 406 8.37 503 13.54 0.2531
2017-07-27 2017-06-30 13F JPMORGAN CHASE COM 46625H100 4,853 102 2.15 443 5.98 0.2293
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 4,751 363 8.27 418 10.29 0.2253
2017-01-27 2016-12-31 13F JPMORGAN CHASE COM 46625H100 4,388 3 0.07 379 29.35 0.2477
2016-10-28 2016-09-30 13F JPMORGAN CHASE COM 46625H100 4,385 3 0.07 293 7.33 0.2029
2016-08-04 2016-06-30 13F JPMORGAN CHASE COM 46625H100 4,382 4,382 273 0.1844
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.