JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPowers Advisory Group, LLC
Latest Disclosed Ownership6,287 shares
Latest Disclosed Value $ 1,849,489
Powers Advisory Group, LLC reports 0.71% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Powers Advisory Group, LLC filed a 13F-HR form disclosing ownership of 6,287 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,849,489 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 6,332 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.71% 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 6,287 -45 -0.71 1,849 -9.36 0.6522
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,332 22 0.35 2,040 2.51 0.7685
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,310 64 1.02 1,990 9.94 0.7927
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,246 104 1.69 1,811 20.19 0.7963
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,142 11 0.18 1,507 2.52 0.7178
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,131 42 0.69 1,470 14.50 0.7357
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,089 -13 -0.21 1,284 3.97 0.6404
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,102 71 1.18 1,234 2.24 0.6731
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,031 226 3.89 1,208 22.29 0.6905
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,805 -22 -0.38 987 16.80 0.6093
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,827 -83 -1.40 845 -1.63 0.5742
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,910 224 3.94 860 16.08 0.5699
2023-04-13 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,686 -77 -1.34 741 -4.15 0.5179
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,763 34 0.59 773 28.88 0.5695
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,729 279 5.12 599 -2.44 0.4778
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,450 127 2.39 614 -15.43 0.4723
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,323 167 3.24 726 -11.03 0.5052
2022-05-06 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,156 5,156 816 0.5752
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.