JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership46,852 shares
Latest Disclosed Value $ 13,782,131
LVW Advisors, LLC reports 6.85% increase in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 46,852 shares of JPMorgan Chase & Co. (MX:JPM) valued at $13,782,131 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 43,850 shares of JPMorgan Chase & Co.. This represents a change in shares of 6.85% 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 46,852 3,002 6.85 13,782 -2.46 1.3131
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 43,850 16,798 62.10 14,129 65.58 1.4322
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 27,052 869 3.32 8,533 12.42 0.8714
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 26,183 -579 -2.16 7,591 15.63 0.8281
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 26,762 -554 -2.03 6,565 0.26 0.7849
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 27,316 -2,349 -7.92 6,548 4.67 0.7884
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 29,665 -1,016 -3.31 6,255 0.81 0.7963
2024-07-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 30,681 286 0.94 6,205 1.92 0.9072
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 30,395 -1,405 -4.42 6,088 12.55 1.0303
2024-01-16 2023-12-31 13F JPMORGAN CHASE COM 46625H100 31,800 -3,622 -10.23 5,409 5.32 1.0134
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 35,422 -4,586 -11.46 5,137 -11.72 1.0601
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 40,008 -6,420 -13.83 5,819 -3.82 1.1192
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 46,428 -84 -0.18 6,050 -3.01 1.1827
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 46,512 837 1.83 6,237 30.67 1.2686
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 45,675 2,009 4.60 4,773 -2.93 1.0666
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 43,666 1,320 3.12 4,917 -14.81 1.0000
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 42,346 666 1.60 5,772 -12.55 0.9761
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 41,680 -1,496 -3.46 6,600 -6.61 1.1244
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 43,176 2,198 5.36 7,067 10.87 1.2173
2021-07-15 2021-06-30 13F JPMORGAN CHASE COM 46625H100 40,978 206 0.51 6,374 2.69 1.1313
2021-04-19 2021-03-31 13F JPMORGAN CHASE COM 46625H100 40,772 -2,608 -6.01 6,207 12.61 1.1921
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 43,380 117 0.27 5,512 32.34 1.1056
2020-10-29 2020-09-30 13F JPMORGAN CHASE COM 46625H100 43,263 -549 -1.25 4,165 1.07 0.9179
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 43,812 2,922 7.15 4,121 11.95 0.9946
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 40,890 8,788 27.38 3,681 -17.74 0.9798
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 32,102 -3,576 -10.02 4,475 6.57 1.0130
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 35,678 -289 -0.80 4,199 4.43 1.0404
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 35,967 1,626 4.73 4,021 15.68 1.1116
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 34,341 -358 -1.03 3,476 2.63 0.9263
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 34,699 2,536 7.88 3,387 -6.67 1.1434
2018-11-02 2018-09-30 13F JPMORGAN CHASE COM 46625H100 32,163 71 0.22 3,629 8.52 1.0188
2018-07-31 2018-06-30 13F JPMORGAN CHASE COM 46625H100 32,092 -1,032 -3.12 3,344 -8.21 1.0599
2018-04-20 2018-03-31 13F JPMORGAN CHASE COM 46625H100 33,124 -2,107 -5.98 3,643 -3.32 1.1307
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 35,231 -8,041 -18.58 3,768 -8.83 1.1006
2017-11-09 2017-09-30 13F JPMORGAN CHASE COM 46625H100 43,272 -1,193 -2.68 4,133 1.70 1.6412
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 44,465 -1,402 -3.06 4,064 0.87 1.4298
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 45,867 -7,880 -14.66 4,029 -13.13 1.4439
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 53,747 -781 -1.43 4,638 27.73 1.6209
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 54,528 4,980 10.05 3,631 17.93 1.1901
2016-08-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 49,548 -13,677 -21.63 3,079 -17.76 1.1561
2016-05-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 63,225 937 1.50 3,744 -8.97 1.1962
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 62,288 -786 -1.25 4,113 6.94 1.6105
2016-02-16 2015-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 63,074 769 1.23 3,846 -8.91 1.7739
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 63,074 3,846
2015-08-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 62,305 1,203 1.97 4,222 14.05 1.7968
2015-05-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 61,102 1,294 2.16 3,702 -1.10 1.7626
2015-02-17 2014-12-31 13F JPMORGAN CHASE COM 46625H100 59,808 59,808 3,743 2.0626
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.