JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionInspire Advisors, LLC
Latest Disclosed Ownership3,301 shares
Latest Disclosed Value $ 971,030
Inspire Advisors, LLC reports 19.64% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Inspire Advisors, LLC filed a 13F-HR form disclosing ownership of 3,301 shares of JPMorgan Chase & Co. (MX:JPM) valued at $971,030 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,759 shares of JPMorgan Chase & Co.. This represents a change in shares of 19.64% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,301 542 19.64 971 9.22 0.0791
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,759 28 1.03 889 3.25 0.0818
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,731 290 11.88 862 21.78 0.0824
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,441 399 19.54 708 41.12 0.0734
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,042 -43 -2.06 501 0.40 0.0579
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,085 61 3.01 500 17.14 0.0611
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,024 50 2.53 427 6.77 0.0519
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,974 -129 -6.13 399 -5.23 0.0529
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,103 54 2.64 421 20.98 0.0583
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,049 -103 -4.79 348 11.54 0.0524
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,152 46 2.18 312 1.96 0.0551
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,106 319 17.85 306 31.90 0.0591
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,787 1,787 233 0.0534
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 0 -1,984 -100.00 0 -100.00
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,984 -268 -11.90 207 -18.50 0.0568
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,252 460 25.67 254 4.10 0.0711
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,792 1,792 244 0.0685
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 0 -212 -100.00 0 -100.00
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 212 212 27 0.0101
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.