JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStrategic Advisors LLC
Latest Disclosed Ownership38,414 shares
Latest Disclosed Value $ 11,300,034
Strategic Advisors LLC reports 1.74% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Strategic Advisors LLC filed a 13F-HR form disclosing ownership of 38,414 shares of JPMorgan Chase & Co. (MX:JPM) valued at $11,300,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 39,093 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.74% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 38,414 -679 -1.74 11,300 -10.29 1.8766
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 39,093 345 0.89 12,597 3.06 1.9730
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 38,748 425 1.11 12,222 10.01 1.9628
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 38,323 -709 -1.82 11,110 16.04 2.1850
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 39,032 -3,813 -8.90 9,575 -6.78 1.8449
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 42,845 2,714 6.76 10,270 21.38 1.8548
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 40,131 -880 -2.15 8,462 2.01 1.5785
2024-07-11 2024-06-30 13F JPMORGAN CHASE COM 46625H100 41,011 -1,803 -4.21 8,295 -3.28 1.6095
2024-04-22 2024-03-31 13F JPMORGAN CHASE COM 46625H100 42,814 -1,545 -3.48 8,576 13.65 1.6913
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 44,359 445 1.01 7,546 18.48 1.4281
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 43,914 1,720 4.08 6,368 3.78 1.2556
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 42,194 -1,909 -4.33 6,137 6.77 1.1690
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 44,103 -481 -1.08 5,747 -3.86 1.1636
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 44,584 -201 -0.45 5,979 27.74 1.3316
2022-11-10 2022-09-30 13F Jpmorgan Chase COM 46625H100 44,785 516 1.17 4,680 -6.12 1.0377
2022-08-03 2022-06-30 13F Jpmorgan Chase COM 46625H100 44,269 915 2.11 4,985 -15.65 1.0423
2022-05-10 2022-03-31 13F Jpmorgan Chase COM 46625H100 43,354 -1,993 -4.39 5,910 -17.69 1.0261
2022-01-21 2021-12-31 13F Jpmorgan Chase COM 46625H100 45,347 2,031 4.69 7,180 1.27 1.0214
2021-10-21 2021-09-30 13F Jpmorgan Chase COM 46625H100 43,316 1,195 2.84 7,090 8.23 1.5267
2021-08-10 2021-06-30 13F Jpmorgan Chase COM 46625H100 42,121 788 1.91 6,551 4.12 1.7036
2021-05-05 2021-03-31 13F Jpmorgan Chase COM 46625H100 41,333 -875 -2.07 6,292 9.73 1.8256
2021-02-11 2020-12-31 13F Jpmorgan Chase COM 46625H100 42,208 -4,819 -10.25 5,734 23.13 1.6574
2020-10-13 2020-09-30 13F Jpmorgan Chase COM 46625H100 47,027 -3,458 -6.85 4,657 -6.52 1.5618
2020-08-12 2020-06-30 13F Jpmorgan Chase COM 46625H100 50,485 2,544 5.31 4,982 10.20 1.8587
2020-04-30 2020-03-31 13F Jpmorgan Chase COM 46625H100 47,941 -893 -1.83 4,521 -33.59 1.9694
2020-02-05 2019-12-31 13F Jpmorgan Chase COM 46625H100 48,834 46 0.09 6,808 18.56 2.3713
2019-10-17 2019-09-30 13F Jpmorgan Chase COM 46625H100 48,788 695 1.45 5,742 6.81 2.1541
2019-07-22 2019-06-30 13F Jpmorgan Chase COM 46625H100 48,093 1,163 2.48 5,376 13.16 2.0484
2019-04-15 2019-03-31 13F Jpmorgan Chase COM 46625H100 46,930 3,202 7.32 4,751 11.29 1.8359
2019-01-24 2018-12-31 13F Jpmorgan Chase COM 46625H100 43,728 164 0.38 4,269 -13.16 1.8635
2018-10-18 2018-09-30 13F Jpmorgan Chase COM 46625H100 43,564 2,247 5.44 4,916 14.19 1.7991
2018-07-30 2018-06-30 13F Jpmorgan Chase COM 46625H100 41,317 1,626 4.10 4,305 -1.37 1.7282
2018-04-19 2018-03-31 13F Jpmorgan Chase COM 46625H100 39,691 2,066 5.49 4,365 8.47 1.8067
2018-01-16 2017-12-31 13F Jpmorgan Chase COM 46625H100 37,625 8,087 27.38 4,024 42.64 1.6449
2017-11-13 2017-09-30 13F Jpmorgan Chase COM 46625H100 29,538 4,252 16.82 2,821 22.07 1.2238
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 25,286 -2,414 -8.71 2,311 -5.01 1.0562
2017-05-03 2017-03-31 13F JPMORGAN CHASE COM 46625H100 27,700 3,278 13.42 2,433 15.47 1.1489
2017-02-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 24,422 655 2.76 2,107 33.10 1.1057
2016-10-24 2016-09-30 13F JPMORGAN CHASE COM 46625H100 23,767 1,062 4.68 1,583 12.19 0.8869
2016-07-19 2016-06-30 13F JPMORGAN CHASE COM 46625H100 22,705 -1,653 -6.79 1,411 -2.15 0.8141
2016-05-06 2016-03-31 13F JPMORGAN CHASE COM 46625H100 24,358 1,276 5.53 1,442 -5.38 0.8205
2016-01-28 2015-12-31 13F JPMORGAN CHASE COM 46625H100 23,082 644 2.87 1,524 11.40 0.9974
2015-11-04 2015-09-30 13F JPMORGAN CHASE COM 46625H100 22,438 12 0.05 1,368 -10.00 0.9489
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 22,426 13,465 150.26 1,520 194.57 0.9693
2015-05-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 8,961 90 1.01 516 -7.03 0.3307
2015-01-20 2014-12-31 13F JPMORGAN CHASE COM 46625H100 8,871 0 0.00 555 3.93 0.3617
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 8,871 -90 -1.00 534 3.49 0.3507
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 8,961 -588 -6.16 516 -11.03 0.3300
2014-05-08 2014-03-31 13F JPMORGAN CHASE COM 46625H100 9,549 239 2.57 580 6.62 0.3891
2014-01-31 2013-12-31 13F JPMORGAN CHASE COM 46625H100 9,310 1,527 19.62 544 35.32 0.3700
2013-11-18 2013-09-30 13F JPMORGAN CHASE COM 46625H100 7,783 180 2.37 402 0.75 0.3301
2013-08-14 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 7,603 7,603 399 0.3567
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.