JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHigh Net Worth Advisory Group LLC
Latest Disclosed Ownership9,417 shares
Latest Disclosed Value $ 2,770,115
High Net Worth Advisory Group LLC reports 5.68% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 17, 2026 - High Net Worth Advisory Group LLC filed a 13F-HR form disclosing ownership of 9,417 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,770,115 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 9,984 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.68% 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)
2026-04-17 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,417 -567 -5.68 2,770 -13.89 0.6461
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,984 -208 -2.04 3,217 0.09 0.7415
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,192 16 0.16 3,215 8.95 0.7735
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,176 -555 -5.17 2,951 12.08 0.7811
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,731 -24 -0.22 2,633 2.09 0.7430
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,755 -1,787 -14.25 2,578 -2.50 0.7201
2024-10-11 2024-09-30 13F JPMORGAN CHASE COM 46625H100 12,542 -541 -4.14 2,645 -0.08 0.7248
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 13,083 492 3.91 2,646 4.92 0.8020
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 12,591 -183 -1.43 2,522 16.06 0.7939
2024-01-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 12,774 -928 -6.77 2,173 9.36 0.8069
2023-10-05 2023-09-30 13F JPMORGAN CHASE COM 46625H100 13,702 -1,372 -9.10 1,987 -9.35 0.7963
2023-07-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 15,074 287 1.94 2,193 13.81 0.8506
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 14,787 -764 -4.91 1,927 -7.63 0.7852
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 15,551 -667 -4.11 2,085 23.01 0.8106
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 16,218 2,740 20.33 1,695 11.66 0.7244
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 13,478 -3,370 -20.00 1,518 -33.91 0.6299
2022-08-10 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 16,848 -996 -5.58 2,297 -18.72 0.8349
2022-05-13 2022-03-31 13F JPMORGAN CHASE Common Stock 46625H100 16,847 -997 2,294 0.0155
2022-08-10 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 17,844 17,844 2,826 0.9868
2022-04-27 2021-12-31 13F JPMORGAN CHASE Common Stock 46625H100 17,844 17,844 2,981 0.5696
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.