JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRedhawk Wealth Advisors, Inc.
Latest Disclosed Ownership9,767 shares
Latest Disclosed Value $ 2,873,150
Redhawk Wealth Advisors, Inc. reports 1.52% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Redhawk Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 9,767 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,873,150 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 9,918 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.52% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,767 -151 -1.52 2,873 -10.08 0.3172
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,918 -973 -8.93 3,196 -6.99 0.3584
2025-10-09 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,891 334 3.16 3,435 12.25 0.3988
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,557 13 0.12 3,061 18.33 0.3838
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,544 819 8.42 2,587 10.94 0.3479
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 9,725 -121 -1.23 2,331 12.28 0.3150
2024-10-11 2024-09-30 13F JPMORGAN CHASE COM 46625H100 9,846 -1,384 -12.32 2,076 -8.59 0.2965
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 11,230 -888 -7.33 2,271 -6.43 0.3472
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 12,118 -232 -1.88 2,427 15.57 0.3951
2024-01-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 12,350 1,327 12.04 2,101 31.41 0.4097
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,023 -391 -3.43 1,599 -3.73 0.5322
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,414 2,376 26.29 1,660 41.04 0.5070
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,038 -581 -6.04 1,178 -8.69 0.3963
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,619 520 5.71 1,290 35.54 0.5008
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,099 9,099 951 0.4028
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 0 -2,513 -100.00 0 -100.00
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,513 270 12.04 398 8.45 0.1016
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,243 -2,847 -55.93 367 -53.66 0.1015
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,090 878 20.85 792 23.56 0.1767
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,212 1,810 75.35 641 110.16 0.1579
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,402 -14 -0.58 305 30.90 0.0781
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,416 109 4.72 233 7.37 0.0672
2020-07-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,307 -1,889 -45.02 217 -42.59 0.0758
2020-04-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,196 581 16.07 378 -25.00 0.1699
2020-02-25 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,615 1,076 42.38 504 68.56 0.1889
2019-10-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,539 2,039 407.80 299 433.93 0.1282
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 500 500 56 0.0223
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.