JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSax Wealth Advisors, Llc
Latest Disclosed Ownership22,235 shares
Latest Disclosed Value $ 7,164,618
Sax Wealth Advisors, Llc reports 7.30% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Sax Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 22,235 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,164,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 23,986 shares of JPMorgan Chase & Co.. This represents a change in shares of -7.30% 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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 22,235 -1,751 -7.30 7,165 -7.30 0.3471
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 23,986 2,772 13.07 7,729 15.50 0.3636
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 21,214 485 2.34 6,692 11.35 0.3597
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 20,729 1,434 7.43 6,010 26.96 0.3629
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,295 3,046 18.75 4,733 21.55 0.3388
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 16,249 2,788 20.71 3,895 37.21 0.3048
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 13,461 2,369 21.36 2,838 26.53 0.2531
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 11,092 4,974 81.30 2,244 83.10 0.2137
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,118 1,732 39.49 1,225 64.21 0.1432
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,386 -182 -3.98 746 12.69 0.1217
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,568 298 6.98 662 6.77 0.1305
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,270 0 0.00 621 11.51 0.1237
2023-05-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,270 -130 -2.95 556 -5.60 0.1209
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,400 -19 -0.43 590 27.49 0.1362
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,419 -22 -0.50 462 -7.60 0.1189
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,441 -44 -0.98 500 -18.17 0.1271
2022-08-11 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,485 -598 -11.76 611 -24.10 0.1478
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,085 2 693 0.2334
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,083 144 2.92 805 -0.37 0.1677
2021-12-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,939 -36 -0.72 808 4.39 0.1918
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,975 60 1.22 774 3.48 0.2655
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,915 106 2.20 748 22.42 0.2736
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,809 4,809 611 0.2809
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.