JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHilltop Wealth Advisors, Llc
Latest Disclosed Ownership1,307 shares
Latest Disclosed Value $ 384,579
Hilltop Wealth Advisors, Llc reports 2.91% increase in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Hilltop Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 1,307 shares of JPMorgan Chase & Co. (MX:JPM) valued at $384,579 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,270 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.91% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,307 37 2.91 385 -6.11 0.2304
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,270 149 13.29 409 15.86 0.2055
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,121 9 0.81 354 9.63 0.1844
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,112 -74 -6.24 322 10.65 0.1812
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,186 133 12.63 291 15.48 0.1643
2025-01-08 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,053 -153 -12.69 253 -0.79 0.1277
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,206 41 3.52 254 8.09 0.1187
2024-07-03 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,165 117 11.16 236 12.44 0.1183
2024-04-05 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,048 1,048 210 0.1074
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,936 -100.00 0 -100.00
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,936 0 0.00 260 28.22 0.2202
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,936 0 0.00 202 -7.34 0.2076
2022-07-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,936 0 0.00 218 -17.42 0.2124
2022-04-19 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,936 0 0.00 264 -14.01 0.2248
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,936 0 0.00 307 -3.15 0.2132
2021-10-21 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,936 -200 -9.36 317 -4.52 0.2226
2021-07-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,136 0 0.00 332 2.15 0.2349
2021-04-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,136 0 0.00 325 19.93 0.2485
2021-01-15 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,136 0 0.00 271 31.55 0.2413
2020-10-21 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,136 0 0.00 206 2.49 0.2086
2020-07-09 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,136 -903 -29.71 201 -26.64 0.2201
2020-04-03 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,039 -100 -3.19 274 -37.44 0.3345
2020-02-03 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,139 3,139 438 0.4543
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.