JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionSavvy Advisors, Inc.
Latest Disclosed Ownership60,145 shares
Latest Disclosed Value $ 17,692,206
Savvy Advisors, Inc. reports 22.36% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Savvy Advisors, Inc. filed a 13F-HR form disclosing ownership of 60,145 shares of JPMorgan Chase & Co. (US:JPM) valued at $17,692,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 49,156 shares of JPMorgan Chase & Co.. This represents a change in shares of 22.36% during the quarter. The current value of the position is $18,787,494 USD.

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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 60,145 10,989 22.36 17,692 11.71 0.4723
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 49,156 14,149 40.42 15,839 43.43 0.5116
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 35,007 3,689 11.78 11,042 21.62 0.5076
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 31,318 9,559 43.93 9,079 70.11 0.6058
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 21,759 2,193 11.21 5,337 13.80 0.5367
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 19,566 6,120 45.52 4,690 65.43 0.5640
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 13,446 2,717 25.32 2,835 30.65 0.5757
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,729 3,551 49.47 2,170 51.01 0.7072
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,178 3,292 84.71 1,438 117.73 0.8287
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,886 3,886 661 0.6416
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.