JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPure Financial Advisors, Inc.
Latest Disclosed Ownership48,338 shares
Latest Disclosed Value $ 14,218,997
Pure Financial Advisors, Inc. reports 0.28% increase in ownership of JPM / JPMorgan Chase & Co.

On April 10, 2026 - Pure Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 48,338 shares of JPMorgan Chase & Co. (MX:JPM) valued at $14,218,997 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 48,204 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.28% 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)
2026-04-10 2026-03-31 13F JPMORGAN CHASE COM 46625H100 48,338 134 0.28 14,219 -8.46 0.2041
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 48,204 1,683 3.62 15,532 5.85 0.2497
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 46,521 -1,547 -3.22 14,674 5.30 0.2338
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 48,068 28,662 147.70 13,936 192.75 0.2453
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,406 -246 -1.25 4,760 1.06 0.0995
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 19,652 -66 -0.33 4,711 13.30 0.1071
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 19,718 -1,400 -6.63 4,158 -2.67 0.0998
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 21,118 909 4.50 4,271 5.53 0.1185
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,209 -6,528 -24.42 4,048 -11.00 0.1266
2024-01-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 26,737 20,821 351.94 4,548 430.57 0.1569
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,916 1,413 31.38 858 31.04 0.0351
2023-07-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,503 93 2.11 655 13.94 0.0278
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,410 797 22.06 575 18.60 0.0266
2023-01-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,613 1,203 49.92 485 92.06 0.0250
2022-10-06 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,410 6 0.25 252 -7.01 0.0147
2022-07-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,404 -344 -12.52 271 -27.73 0.0168
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,748 -110 -3.85 375 -17.04 0.0172
2022-01-12 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,858 -78 -2.66 452 -6.03 0.0224
2021-10-07 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,936 314 11.98 481 17.89 0.0371
2021-07-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,622 -74 -2.74 408 -0.49 0.0332
2021-04-09 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,696 20 0.75 410 20.59 0.0407
2021-01-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,676 387 16.91 340 54.55 0.0407
2020-10-07 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,289 0 0.00 220 2.33 0.0321
2020-07-08 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,289 -41 -1.76 215 2.38 0.0336
2020-04-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,330 -231 -9.02 210 -41.18 0.0353
2020-01-09 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,561 149 6.18 357 25.70 0.0610
2019-10-09 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,412 2 0.08 284 5.58 0.0513
2019-07-11 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,410 0 0.00 269 10.25 0.0482
2019-04-05 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,410 31 1.30 244 5.17 0.0460
2019-01-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,379 -599 -20.11 232 -30.95 0.0470
2018-10-04 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,978 -507 -14.55 336 -7.44 0.0735
2018-07-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,485 850 32.26 363 25.17 0.0819
2018-04-05 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,635 2,635 290 0.0705
2015-10-08 2015-09-30 13F JPMORGAN CHASE COM 46625H100 0 -3,972 -100.00 0 -100.00
2015-07-10 2015-06-30 13F JPMORGAN CHASE COM 46625H100 3,972 -508 -11.34 269 -0.74 0.1331
2015-04-06 2015-03-31 13F JPMORGAN CHASE COM 46625H100 4,480 4,480 271 0.0904
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.