JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTRUE Private Wealth Advisors
Latest Disclosed Ownership22,425 shares
Latest Disclosed Value $ 6,596,616
TRUE Private Wealth Advisors reports 1.56% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - TRUE Private Wealth Advisors filed a 13F-HR form disclosing ownership of 22,425 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,596,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 22,080 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.56% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 22,425 345 1.56 6,597 -7.28 0.6288
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 22,080 37 0.17 7,115 2.32 0.7128
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 22,043 -1,311 -5.61 6,953 2.70 0.7094
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 23,354 -986 -4.05 6,771 13.40 0.7607
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 24,340 -3,960 -13.99 5,971 -11.99 0.7253
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 28,300 -316 -1.10 6,784 12.41 0.8235
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 28,616 -1,158 -3.89 6,034 0.20 0.7199
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 29,774 -1,018 -3.31 6,022 -2.35 0.6819
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 30,792 -6,524 -17.48 6,168 -2.84 0.7075
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 37,316 -973 -2.54 6,347 14.32 0.8034
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 38,289 -96 -0.25 5,553 -0.54 0.7711
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 38,385 354 0.93 5,583 12.65 0.8247
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 38,031 -519 -1.35 4,956 -4.14 0.7332
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 38,550 1,230 3.30 5,170 32.57 0.7961
2022-11-04 2022-09-30 13F JPMORGAN CHASE CO COM COM 46625H100 37,320 3,857 11.53 3,899 3.48 0.5901
2022-07-28 2022-06-30 13F JPMORGAN CHASE CO COM COM 46625H100 33,463 974 3.00 3,768 -8.74 0.5483
2022-05-09 2022-03-31 13F JPMORGAN CHASE CO COM COM 46625H100 32,489 1,833 5.98 4,129 -14.94 0.5810
2022-02-11 2021-12-31 13F JPMORGAN CHASE CO COM COM 46625H100 30,656 726 2.43 4,854 -0.92 0.6908
2021-11-05 2021-09-30 13F JPMorgan Chase COM 46625H100 29,930 -388 -1.28 4,899 3.90 0.7130
2021-08-10 2021-06-30 13F JPMorgan Chase COM 46625H100 30,318 -1,750 -5.46 4,715 -3.42 0.7004
2021-05-12 2021-03-31 13F JP Morgan COM 46625H100 32,068 1,880 6.23 4,882 27.30 0.7890
2021-01-11 2020-12-31 13F JPMorgan Chase COM 46625H100 30,188 -1,065 -3.41 3,835 27.49 0.6426
2020-10-09 2020-09-30 13F JPMorgan Chase COM 46625H100 31,253 850 2.80 3,008 5.21 0.5139
2020-07-07 2020-06-30 13F JPMorgan Chase COM 46625H100 30,403 -4,200 -12.14 2,859 -8.22 0.5230
2020-04-20 2020-03-31 13F JPMorgan Chase COM 46625H100 34,603 8,399 32.05 3,115 -14.70 0.6634
2020-01-27 2019-12-31 13F JPMorgan Chase COM 46625H100 26,204 840 3.31 3,652 22.35 0.5599
2019-10-09 2019-09-30 13F Jpmorgan Chase COM 46625H100 25,364 2,945 13.14 2,985 19.11 0.5156
2019-08-01 2019-06-30 13F JPMorgan Chase COM 46625H100 22,419 1,190 5.61 2,506 16.61 0.4269
2019-04-25 2019-03-31 13F JPMorgan Chase COM 46625H100 21,229 -1,544 -6.78 2,149 -3.33 0.4096
2019-01-14 2018-12-31 13F JPMorgan Chase COM 46625H100 22,773 1,269 5.90 2,223 -99.91 0.3922
2018-10-18 2018-09-30 13F Jpmorgan Chase COM 46625H100 21,504 191 0.90 2,426,559 109,204.46 0.3415
2018-07-13 2018-06-30 13F JPMorgan Chase COM 46625H100 21,313 3,163 17.43 2,220 11.22 0.3483
2018-04-25 2018-03-31 13F JPMorgan Chase COM 46625H100 18,150 -134 -0.73 1,996 2.10 0.3427
2018-01-19 2017-12-31 13F JPMorgan Chase COM 46625H100 18,284 6,034 49.26 1,955 67.09 0.3388
2017-10-27 2017-09-30 13F JPMorgan Chase COM 46625H100 12,250 -199 -1.60 1,170 2.90 0.2636
2017-08-07 2017-06-30 13F JPMorgan Chase COM 46625H100 12,449 1,317 11.83 1,137 18.56 0.2635
2017-04-20 2017-03-31 13F JPMorgan Chase COM 46625H100 11,132 -1,136 -9.26 959 -7.97 0.2194
2017-02-14 2016-12-31 13F JPMorgan Chase COM 46625H100 12,268 1,426 13.15 1,042 41.96 0.2545
2016-11-08 2016-09-30 13F JPMorgan Chase COM 46625H100 10,842 -2,052 -15.91 734 -8.36 0.2353
2016-08-01 2016-06-30 13F JPMorgan Chase COM 46625H100 12,894 -455 -3.41 801 1.26 0.2680
2016-06-16 2016-03-31 13F/A-1 Jpmorgan Chase COM 46625H100 13,349 13,349 791 0.3076
2016-05-11 2016-03-31 13F Jpmorgan Chase COM 46625H100 13,349 791 0.3076
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.