JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLexAurum Advisors, LLC
Latest Disclosed Ownership9,281 shares
Latest Disclosed Value $ 2,730,138
LexAurum Advisors, LLC reports 3.65% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - LexAurum Advisors, LLC filed a 13F-HR form disclosing ownership of 9,281 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,730,138 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 6, 2025 disclosing 8,954 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.65% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,281 327 3.65 2,730 -3.33 0.3540
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,954 501 5.93 2,824 15.27 0.4005
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,453 -442 -4.97 2,451 12.33 0.3869
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,895 151 1.73 2,182 4.06 0.4181
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,744 434 5.22 2,096 19.63 0.4154
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,310 36 0.44 1,752 4.72 0.3852
2024-07-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,274 -208 -2.45 1,674 -1.47 0.4084
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 8,482 -2,542 -23.06 1,699 -9.44 0.4271
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,024 -157 -1.40 1,875 15.67 0.4915
2023-10-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,181 801 7.72 1,621 7.42 0.4740
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,380 3,995 62.57 1,510 81.37 0.4545
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,385 33 0.52 832 -2.23 0.2762
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,352 -86 -1.34 852 26.45 0.3050
2022-10-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,438 -49 -0.76 673 -7.81 0.2601
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,487 -424 -6.14 730 -22.51 0.2730
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,911 -153 -2.17 942 -15.82 0.3072
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,064 -6,190 -46.70 1,119 -48.43 0.3643
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 13,254 -53 -0.40 2,170 4.83 0.6407
2021-07-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 13,307 637 5.03 2,070 7.31 0.6130
2021-04-22 2021-03-31 13F JPMORGAN CHASE COM 46625H100 12,670 44 0.35 1,929 20.26 0.6595
2021-01-20 2020-12-31 13F JPMORGAN CHASE COM 46625H100 12,626 932 7.97 1,604 42.45 0.5749
2020-10-22 2020-09-30 13F JPMORGAN CHASE COM 46625H100 11,694 1,524 14.99 1,126 17.66 0.4623
2020-07-22 2020-06-30 13F JPMORGAN CHASE COM 46625H100 10,170 -364 -3.46 957 0.95 0.5229
2020-04-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 10,534 5,377 104.27 948 31.85 0.6571
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,157 754 17.12 719 38.80 0.3550
2019-10-17 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,403 289 7.02 518 12.61 0.3066
2019-07-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,114 762 22.73 460 35.69 0.2840
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,352 966 40.49 339 45.49 0.2244
2019-02-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,386 315 15.21 233 -0.43 0.1803
2018-11-08 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,071 -18 -0.86 234 7.34 0.1640
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,089 119 6.04 218 -1.80 0.1935
2018-05-07 2018-03-31 13F JPMORGAN CHASE COM 46625H100 1,970 0 0.00 222 0.00 0.2145
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 1,970 1,970 222 0.2078
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.