JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLVZ Advisors, Inc.
Latest Disclosed Ownership6,500 shares
Latest Disclosed Value $ 1,911,910
LVZ Advisors, Inc. reports 1.14% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - LVZ Advisors, Inc. filed a 13F-HR form disclosing ownership of 6,500 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,911,910 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 6,427 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.14% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 6,500 73 1.14 1,912 -7.73 0.2182
2026-02-10 2025-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 6,427 -1,594 -19.87 2,071 -18.14 0.2315
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,427 -1,594 2,071 0.2315
2025-10-27 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,021 94 1.19 2,530 10.14 0.2876
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,927 -1 -0.01 2,298 18.16 0.2755
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,928 121 1.55 1,945 3.90 0.2552
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,807 268 3.55 1,871 17.75 0.2400
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,539 1,350 21.81 1,590 27.02 0.2034
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,189 931 17.71 1,252 18.80 0.1706
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,258 30 0.57 1,053 18.45 0.1432
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,228 0 0.00 889 17.28 0.1256
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,228 30 0.58 758 0.40 0.1223
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,198 -32 -0.61 756 10.87 0.1053
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,230 484 10.20 681 7.08 0.0992
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,746 80 1.71 636 30.33 0.0993
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,666 -9 -0.19 488 -7.22 0.0848
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,675 129 2.84 526 -15.16 0.0882
2022-04-19 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,546 113 2.55 620 -11.68 0.0863
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,433 85 1.95 702 -1.40 0.0938
2021-10-27 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,348 0 0.00 712 5.33 0.1019
2021-07-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,348 135 3.20 676 5.46 0.0995
2021-04-08 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,213 0 0.00 641 19.81 0.0991
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,213 0 0.00 535 31.77 0.0895
2020-12-23 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,213 2 0.05 406 2.53 2.7958
2020-12-23 2020-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,211 1 0.02 396 4.49 4.0355
2020-12-23 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,210 -201 -4.56 379 -38.37 4.1452
2020-12-23 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,411 -171 -3.73 615 14.10 5.4439
2020-12-23 2019-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,582 23 0.50 539 5.69 7.3815
2020-12-23 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,559 151 3.43 510 14.35 8.4298
2020-12-23 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,408 1 0.02 446 3.72 6.6379
2020-12-23 2018-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,407 2 0.05 430 -10.23 5.1795
2020-12-23 2018-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,405 0 0.00 479 4.36 5.3028
2020-12-23 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,405 1 0.02 459 -5.17 5.0440
2020-12-23 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,404 -999 -18.49 484 -16.26 7.0802
2020-12-23 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 5,403 444 8.95 578 21.94 5.0921
2020-12-23 2017-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,959 1 0.02 474 4.64 4.5757
2020-12-23 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,958 1 0.02 453 4.14 4.0679
2020-12-23 2017-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,957 60 1.23 435 2.84 4.1030
2020-12-23 2016-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,897 202 4.30 423 35.14 4.0548
2020-12-22 2016-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,695 80 1.73 313 9.06 3.0492
2020-12-22 2016-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,615 0 0.00 287 5.13 3.1281
2020-12-22 2016-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,615 0 0.00 273 -10.49 3.3131
2020-12-22 2015-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,615 -64 -1.37 305 7.02 4.1701
2020-12-22 2015-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,679 1,580 50.98 285 32.56 6.1238
2020-12-22 2015-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 3,099 -542 -14.89 215 -2.71 5.0600
2020-12-18 2014-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,641 0 0.00 221 3.76 18.5558
2020-12-17 2013-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,641 3,641 213 12.4271
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.