JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership7,223 shares
Latest Disclosed Value $ 2,124,675
Jfs Wealth Advisors, Llc reports 2.63% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 7,223 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,124,675 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 7,418 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.63% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 7,223 -195 -2.63 2,125 -11.13 0.1189
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,418 94 1.28 2,390 3.46 0.1347
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,324 -573 -7.26 2,310 0.92 0.1352
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,897 35 0.45 2,290 18.72 0.1457
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,862 423 5.69 1,929 8.13 0.1305
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,439 -542 -6.79 1,783 6.00 0.1219
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,981 2,762 52.92 1,683 59.43 0.1126
2024-07-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,219 -77 -1.45 1,056 -0.47 0.0832
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,296 -303 -5.41 1,061 11.34 0.0842
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,599 -972 -14.79 952 0.00 0.0809
2023-11-02 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,571 2 0.03 953 -0.31 0.0899
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,569 -687 -9.47 955 1.06 0.0859
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,256 -1,288 -15.07 946 -17.47 0.0892
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,544 -495 -5.48 1,146 21.16 0.1121
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,039 -1,066 -10.55 945 -16.96 0.1037
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 10,105 -2,057 -16.91 1,138 -31.32 0.1202
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 12,162 1,426 13.28 1,657 -2.53 0.1564
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 10,736 3,180 42.09 1,700 37.43 0.1603
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,556 -363 -4.58 1,237 0.41 0.1270
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,919 1,195 17.77 1,232 20.31 0.1839
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,724 -529 -7.29 1,024 11.06 0.2089
2021-02-01 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,253 249 3.56 922 36.80 0.1936
2020-10-28 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,004 350 5.26 674 7.67 0.1602
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,654 1,125 20.35 626 25.70 0.1622
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,529 51 0.93 498 -34.82 0.1493
2020-02-03 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,478 -294 -5.09 764 12.52 0.1881
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,772 52 0.91 679 6.26 0.1732
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 5,720 0 0.00 639 10.36 0.1617
2019-04-23 2019-03-31 13F JPMORGAN CHASE COM 46625H100 5,720 0 0.00 579 3.76 0.1510
2019-01-26 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,720 -466 -7.53 558 -20.06 0.1495
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 6,186 -34 -0.55 698 7.72 0.1797
2018-07-25 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,220 -205 -3.19 648 -8.35 0.1706
2018-04-26 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,425 -3,670 -36.35 707 -34.54 0.1866
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 10,095 2,838 39.11 1,080 55.84 0.2645
2017-10-20 2017-09-30 13F JPMORGAN CHASE COM 46625H100 7,257 2,369 48.47 693 55.03 0.1790
2017-07-28 2017-06-30 13F JPMORGAN CHASE COM 46625H100 4,888 -3,080 -38.65 447 -35.03 0.1228
2017-04-24 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,968 0 0.00 688 0.00 0.1863
2017-01-30 2016-12-31 13F JPMORGAN CHASE COM 46625H100 7,968 -1,060 -11.74 688 14.48 0.1863
2016-10-26 2016-09-30 13F JPMORGAN CHASE COM 46625H100 9,028 31 0.34 601 12.76 0.1718
2016-04-25 2016-03-31 13F JPMORGAN CHASE COM 46625H100 8,997 1,317 17.15 533 4.92 0.1571
2016-02-03 2015-12-31 13F JPMORGAN CHASE COM 46625H100 7,680 887 13.06 508 22.71 0.1463
2015-10-27 2015-09-30 13F JPMORGAN CHASE COM 46625H100 6,793 -6,384 -48.45 414 -99.95 0.1823
2014-04-17 2014-03-31 13F JP Morgan Chase COM 46625H100 13,177 -3,271 -19.89 799,966 83,056.55 0.4432
2014-01-14 2013-12-31 13F JP Morgan Chase COM 46625H100 16,448 273 1.69 962 15.07 0.4190
2013-10-10 2013-09-30 13F JP Morgan Chase COM 46625H100 16,175 3,158 24.26 836 -99.88 0.3906
2013-07-17 2013-06-30 13F JP Morgan Chase COM 46625H100 13,017 13,017 687,142 0.3449
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.