JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionIVC Wealth Advisors LLC
Latest Disclosed Ownership3,601 shares
Latest Disclosed Value $ 1,059,311
IVC Wealth Advisors LLC reports 1.90% increase in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - IVC Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 3,601 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,059,311 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 3,534 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.90% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,601 67 1.90 1,059 -6.94 0.4599
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,534 92 2.67 1,139 4.88 0.4952
2025-10-09 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,442 115 3.46 1,086 12.55 0.4853
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,327 53 1.62 965 20.05 0.4703
2025-04-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,274 -252 -7.15 803 -4.97 0.4320
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,526 -487 -12.14 845 -0.12 0.4729
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,013 78 1.98 846 6.42 0.4631
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,935 -15 -0.38 796 0.51 0.4451
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,950 -7 -0.18 791 17.53 0.4565
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,957 23 0.58 673 18.07 0.4185
2023-10-05 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,934 5 0.13 571 -0.18 0.3815
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,929 121 3.18 571 15.12 0.3619
2023-04-13 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,808 70 1.87 496 -1.00 0.3516
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,738 97 2.66 501 31.50 0.3693
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,641 -11 -0.30 381 -7.30 0.3067
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,652 193 5.58 411 -12.92 0.3180
2022-04-27 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,459 568 19.65 472 3.06 0.3102
2022-04-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,891 0 458 0.2962
2022-01-13 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,891 19 0.66 458 -2.55 0.2951
2021-10-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,872 1 0.03 470 5.15 0.3239
2021-07-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,871 13 0.45 447 2.76 0.3142
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,858 54 1.93 435 22.19 0.3426
2021-02-01 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,804 2,804 356 0.3396
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.