JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRiver Wealth Advisors LLC
Latest Disclosed Ownership69,124 shares
Latest Disclosed Value $ 20,333,399
River Wealth Advisors LLC reports 0.19% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - River Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 69,124 shares of JPMorgan Chase & Co. (MX:JPM) valued at $20,333,399 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 68,992 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.19% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 69,124 132 0.19 20,333 -8.53 2.3351
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 68,992 1,358 2.01 22,231 4.20 2.4930
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 67,634 374 0.56 21,334 9.41 2.4942
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 67,260 1,186 1.79 19,499 20.31 2.4238
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 66,074 284 0.43 16,208 2.77 2.2526
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 65,790 1,787 2.79 15,770 16.86 2.0903
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 64,003 1,077 1.71 13,496 6.03 1.7989
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 62,926 1,353 2.20 12,727 3.19 1.8254
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 61,573 2,142 3.60 12,333 22.00 1.7927
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 59,431 1,982 3.45 10,109 21.34 1.6143
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 57,449 1,168 2.08 8,331 1.78 1.4904
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 56,281 1,802 3.31 8,186 15.30 1.3889
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 54,479 1,069 2.00 7,099 -0.88 1.2917
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 53,410 -816 -1.50 7,162 26.38 1.3797
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 54,226 -4,097 -7.02 5,667 -13.72 1.2214
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 58,323 2,100 3.74 6,568 -14.30 1.2103
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 56,223 1,225 2.23 7,664 -12.00 1.2237
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 54,998 715 1.32 8,709 -1.99 1.3502
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 54,283 1,076 2.02 8,886 7.37 1.5222
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 53,207 17 0.03 8,276 2.21 1.4480
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 53,190 631 1.20 8,097 21.23 1.5194
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 52,559 1,819 3.58 6,679 36.72 1.4437
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 50,740 1,042 2.10 4,885 4.49 1.2747
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 49,698 2,666 5.67 4,675 10.42 1.4198
2020-05-05 2020-03-31 13F JPMORGAN CHASE COM 46625H100 47,032 2,565 5.77 4,234 -31.70 1.6911
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 44,467 722 1.65 6,199 20.42 2.0960
2019-10-29 2019-09-30 13F JPMORGAN CHASE COM 46625H100 43,745 547 1.27 5,148 6.58 1.9451
2019-07-30 2019-06-30 13F JPMORGAN CHASE COM 46625H100 43,198 1,482 3.55 4,830 14.37 1.8845
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 41,716 255 0.62 4,223 4.35 1.7683
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 41,461 -1,798 -4.16 4,047 -17.09 1.7993
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 43,259 -168 -0.39 4,881 7.87 1.7992
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 43,427 806 1.89 4,525 -3.46 1.7599
2018-05-02 2018-03-31 13F JPMORGAN CHASE COM 46625H100 42,621 -726 -1.67 4,687 1.12 1.9761
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 43,347 281 0.65 4,635 12.69 1.9273
2017-11-06 2017-09-30 13F JPMORGAN CHASE COM 46625H100 43,066 479 1.12 4,113 5.68 1.8603
2017-07-28 2017-06-30 13F JPMORGAN CHASE COM 46625H100 42,587 324 0.77 3,892 4.85 1.8116
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 42,263 -555 -1.30 3,712 0.46 1.8013
2017-02-17 2016-12-31 13F JPMORGAN CHASE COM 46625H100 42,818 690 1.64 3,695 31.73 1.8698
2016-11-02 2016-09-30 13F JPMORGAN CHASE COM 46625H100 42,128 1,635 4.04 2,805 11.49 1.5507
2016-08-05 2016-06-30 13F JPMORGAN CHASE COM 46625H100 40,493 2,788 7.39 2,516 12.67 1.4445
2016-04-27 2016-03-31 13F JPMORGAN CHASE COM 46625H100 37,705 4,516 13.61 2,233 1.87 1.3342
2016-01-19 2015-12-31 13F JPMORGAN CHASE COM 46625H100 33,189 1,437 4.53 2,192 13.22 1.3886
2015-10-26 2015-09-30 13F JPMORGAN CHASE COM 46625H100 31,752 2,286 7.76 1,936 -3.05 1.3294
2015-07-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 29,466 -767 -2.54 1,997 9.01 1.2693
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 30,233 30,233 1,832 1.1339
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.