JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLineweaver Wealth Advisors, LLC
Latest Disclosed Ownership28,000 shares
Latest Disclosed Value $ 8,236,393
Lineweaver Wealth Advisors, LLC reports 2.43% increase in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Lineweaver Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 28,000 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,236,393 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 27,336 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.43% 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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 28,000 664 2.43 8,236 -6.49 1.1107
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 27,336 1,687 6.58 8,808 8.88 1.1923
2025-10-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 25,649 -1,039 -3.89 8,091 4.56 1.1854
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 26,688 1,497 5.94 7,737 25.19 1.2225
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 25,191 1,302 5.45 6,180 7.87 1.0526
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 23,889 340 1.44 5,730 15.36 1.0590
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 23,549 858 3.78 4,966 8.17 0.9456
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 22,691 -91 -0.40 4,591 0.57 0.9515
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 22,782 784 3.56 4,565 21.96 1.0841
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 21,998 2,870 15.00 3,744 34.93 0.9702
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 19,128 2,075 12.17 2,774 11.85 0.8069
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 17,053 278 1.66 2,480 13.45 0.7073
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 16,775 196 1.18 2,187 -1.66 0.6718
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 16,579 -821 -4.72 2,223 22.14 0.6737
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 17,400 1,919 12.40 1,820 4.42 0.5901
2022-07-26 2022-06-30 13F JPMORGAN CHASE COM 46625H100 15,481 806 5.49 1,743 -12.85 0.5755
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 14,675 3,498 31.30 2,000 13.06 0.5714
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,177 313 2.88 1,769 -0.51 0.5098
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,864 770 7.63 1,778 13.25 0.5425
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,094 737 7.88 1,570 10.25 0.5149
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 9,357 1,171 14.30 1,424 36.92 0.5051
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,186 185 2.31 1,040 35.06 0.4079
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 8,001 897 12.63 770 15.27 0.3439
2020-08-10 2020-06-30 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 7,104 935 15.16 668 22.79 0.3395
2020-05-05 2020-03-31 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 6,169 1,441 30.48 544 -17.45 0.3418
2020-01-16 2019-12-31 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 4,728 4,728 659 0.3720
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.