JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRooted Wealth Advisors, Inc.
Latest Disclosed Ownership3,691 shares
Latest Disclosed Value $ 1,169,992
Rooted Wealth Advisors, Inc. reports 6.03% increase in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Rooted Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 3,691 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,169,992 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,481 shares of JPMorgan Chase & Co.. This represents a change in shares of 6.03% 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 3,691 210 6.03 1,170 5.89 0.3085
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,481 -8 -0.23 1,104 2.13 0.3107
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,489 548 18.63 1,082 28.23 0.3299
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,941 535 22.24 844 66.93 0.2917
2025-04-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,406 31 1.31 506 0.2180
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,375 216 10.00 1 0.2256
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,159 1,187 122.12 0 0.2030
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 972 -208 -17.63 0 0.0901
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,180 1,180 0 0.1158
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 0 -2,048 -100.00 0 0.0000
2023-11-21 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,048 -130 -5.97 0 0.1928
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,178 464 27.07 0 0.2124
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,714 1,714 0 0.1766
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.