JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLaurel Wealth Advisors LLC
Latest Disclosed Ownership55,750 shares
Latest Disclosed Value $ 16,841,934
Laurel Wealth Advisors LLC reports 0.06% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Laurel Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 55,750 shares of JPMorgan Chase & Co. (MX:JPM) valued at $16,841,934 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 55,718 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.06% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 55,750 32 0.06 16,842 -6.19 1.6650
2026-01-30 2025-12-31 13F JPMORGAN CHASE COM 46625H100 55,718 -1,209 -2.12 17,953 -0.02 2.3739
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 56,927 -973 -1.68 17,956 6.98 2.5098
2025-11-24 2025-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 57,900 -154 -0.27 16,786 17.87 2.5097
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 16,785,584 16,727,530 58 0.8303
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 58,054 -1,555 -2.61 14,241 -0.34 2.2297
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 59,609 -512 -0.85 14,289 12.71 2.2331
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 60,121 -126 -0.21 12,677 4.04 2.0200
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 60,247 -3,039 -4.80 12,185 -3.87 2.1139
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 63,286 -248 -0.39 12,676 17.29 2.1614
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 63,534 1,289 2.07 10,807 19.73 2.0501
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 62,245 -3,150 -4.82 9,027 -5.09 1.9092
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 65,395 -1,674 -2.50 9,511 8.82 1.9047
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 67,069 1,544 2.36 8,740 -0.53 1.8479
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 65,525 1,048 1.63 8,787 30.39 1.9871
2022-11-15 2022-09-30 13F JPMORGAN CHASE COM 46625H100 64,477 2,872 4.66 6,738 -2.87 1.6782
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 61,605 3,652 6.30 6,937 -12.19 1.6769
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 57,953 446 0.78 7,900 -13.24 1.6600
2022-02-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 57,507 702 1.24 9,106 -2.06 1.8659
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 56,805 -2,297 -3.89 9,298 1.14 2.0548
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 59,102 616 1.05 9,193 3.26 1.9835
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 58,486 137 0.23 8,903 20.08 2.1576
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 58,349 726 1.26 7,414 33.66 1.9269
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 57,623 127 0.22 5,547 2.57 1.7241
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 57,496 2,811 5.14 5,408 9.85 1.8476
2020-04-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 54,685 2,214 4.22 4,923 -32.69 1.9342
2020-01-31 2019-12-31 13F JPMORGAN CHASE COM 46625H100 52,471 -617 -1.16 7,314 17.06 2.4160
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 53,088 1,384 2.68 6,248 8.10 2.2300
2019-08-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 51,704 563 1.10 5,780 11.65 2.1402
2019-05-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 51,141 948 1.89 5,177 5.65 1.9955
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 50,193 50,193 4,900 2.0954
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.