JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership50,664 shares
Latest Disclosed Value $ 14,916,582
SRS Capital Advisors, Inc. reports 5.07% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 50,664 shares of JPMorgan Chase & Co. (MX:JPM) valued at $14,916,582 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 53,371 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.07% 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 50,664 -2,707 -5.07 14,917 -13.26 0.4212
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 53,371 -9,107 -14.58 17,197 -12.74 0.5007
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 62,478 30,528 95.55 19,708 112.77 0.2829
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 31,950 13,821 76.24 9,263 108.32 0.4257
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 18,129 -1,029 -5.37 4,447 -3.18 0.2852
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 19,158 9,559 99.58 4,592 126.88 0.2890
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 9,599 -108 -1.11 2,024 3.11 0.1808
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,707 2,688 38.30 1,963 39.72 0.1914
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,019 -133 -1.86 1,406 15.54 0.1483
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,152 -52 -0.72 1,217 16.48 0.1355
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,204 -234 -3.15 1,045 -3.42 0.1301
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,438 420 5.98 1,082 18.27 0.1381
2023-05-16 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,018 -177 -2.46 915 -5.19 0.1211
2023-02-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,195 28 0.39 965 28.70 0.1335
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,167 166 2.37 749 -4.95 0.1182
2022-08-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,001 667 10.53 788 -8.69 0.1193
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,334 243 3.99 863 -10.48 0.1150
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,091 620 11.33 964 7.59 0.1222
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,471 -178 -3.15 896 1.93 0.1225
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,649 493 9.56 879 34.20 0.1198
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,156 101 2.00 655 34.50 0.0969
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,055 176 3.61 487 6.10 0.0821
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,879 -507 -9.41 459 -5.36 0.0817
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,386 372 7.42 485 -30.62 0.1118
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,014 -326 -6.10 699 11.31 0.2006
2019-11-01 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,340 -80 -1.48 628 3.63 0.1894
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 5,420 -540 -9.06 606 4.12 0.2017
2019-02-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,960 1,078 22.08 582 5.63 0.2314
2018-11-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,882 -1,177 -19.43 551 -12.68 0.2221
2018-08-21 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 6,059 1,126 22.83 631 16.42 0.2770
2018-05-14 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,933 234 4.98 542 7.97 0.2814
2018-02-15 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,699 20 0.43 502 12.56 0.2177
2017-11-15 2017-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,679 -84 -1.76 446 2.76 0.2143
2017-08-14 2017-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,763 -90 -1.85 434 1.88 0.2075
2017-05-11 2017-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,853 1,035 27.11 426 29.48 0.2049
2017-02-14 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 3,818 3,818 329 0.1647
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.