JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTruWealth Advisors, LLC
Latest Disclosed Ownership123,130 shares
Latest Disclosed Value $ 36,218,399
TruWealth Advisors, LLC reports 4.11% increase in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - TruWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 123,130 shares of JPMorgan Chase & Co. (MX:JPM) valued at $36,218,399 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 118,265 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.11% 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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 123,130 4,865 4.11 36,218 -4.96 1.7402
2026-01-07 2025-12-31 13F JPMORGAN CHASE COM 46625H100 118,265 1,155 0.99 38,107 3.16 1.8636
2025-10-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 117,110 576 0.49 36,940 9.34 1.8669
2025-07-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 116,534 4,017 3.57 33,784 22.40 1.8605
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 112,517 -14,391 -11.34 27,600 -9.27 1.6660
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 126,908 -2,745 -2.12 30,421 11.28 1.8343
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 129,653 115 0.09 27,339 4.34 1.6748
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 129,538 1,625 1.27 26,200 2.26 1.7420
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 127,913 351 0.28 25,621 18.08 1.7870
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 127,562 2,004 1.60 21,698 19.17 1.6565
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 125,558 1,921 1.55 18,208 1.26 1.5653
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 123,637 3,407 2.83 17,982 14.77 1.5436
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 120,230 3,176 2.71 15,667 -0.18 1.4359
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 117,054 3,189 2.80 15,697 31.91 1.5322
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 113,865 6,994 6.54 11,899 -1.13 1.2593
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 106,871 8,332 8.46 12,035 -10.41 1.2898
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 98,539 2,387 2.48 13,433 -11.78 1.3967
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 96,152 4,181 4.55 15,226 1.14 1.5417
2021-10-29 2021-09-30 13F JPMORGAN CHASE COM 46625H100 91,971 1,905 2.12 15,055 7.47 1.6793
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 90,066 4,212 4.91 14,009 7.18 1.6432
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 85,854 13,071 17.96 13,070 41.33 1.7746
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 72,783 72,783 9,248 1.3798
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.