JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPrivate Advisory Group LLC
Latest Disclosed Ownership45,677 shares
Latest Disclosed Value $ 13,436,346
Private Advisory Group LLC reports 3.89% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Private Advisory Group LLC filed a 13F-HR form disclosing ownership of 45,677 shares of JPMorgan Chase & Co. (MX:JPM) valued at $13,436,346 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 43,966 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.89% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 45,677 1,711 3.89 13,436 -5.15 0.5000
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 43,966 1,188 2.78 14,167 4.99 1.1101
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 42,778 -1,470 -3.32 13,493 5.19 1.1090
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 44,248 18,988 75.17 12,828 107.02 1.1609
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 25,260 4,367 20.90 6,196 23.72 0.6922
2025-04-11 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 20,893 1,023 5.15 5,008 19.55 0.5610
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 20,893 1,023 5,008 0.5610
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 19,870 18,055 994.77 4,190 1,041.42 0.5000
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,815 777 74.86 367 77.29 0.0478
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,038 1,038 208 0.0297
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 0 -68,107 -100.00 0 -100.00
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 68,107 216 0.32 9,133 28.72 1.9975
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 67,891 -21,053 -23.67 7,095 -29.16 1.6208
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 88,944 -4,611 -4.93 10,016 -21.46 2.2693
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 93,555 11,354 13.81 12,753 -2.03 2.4975
2022-01-27 2021-12-31 13F JPMORGAN CHASE COM 46625H100 82,201 3,797 4.84 13,017 1.43 2.4552
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 78,404 404 0.52 12,834 5.79 3.1316
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 78,000 13,524 20.98 12,132 23.61 3.0548
2021-04-08 2021-03-31 13F JPMORGAN CHASE COM 46625H100 64,476 -1,623 -2.46 9,815 16.86 2.8145
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 66,099 709 1.08 8,399 33.42 2.7754
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 65,390 -276 -0.42 6,295 1.91 2.5345
2020-07-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 65,666 61,802 1,599.43 6,177 1,675.00 2.5287
2020-04-24 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,864 3,864 348 0.1773
2018-08-06 2018-06-30 13F JPMORGAN CHASE COM 46625H100 0 -3,633 -100.00 0 -100.00
2018-04-30 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,633 164 4.73 400 7.82 0.2466
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,469 3,469 371 0.1999
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 0 -3,024 -100.00 0 -100.00
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 3,024 3,024 265 0.1777
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.