JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership1,335,156 shares
Latest Disclosed Value $ 392,989,824
Advisor Group Holdings, Inc. reports 16.82% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 1,335,156 shares of JPMorgan Chase & Co. (MX:JPM) valued at $392,989,824 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,142,957 shares of JPMorgan Chase & Co.. This represents a change in shares of 16.82% 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 1,335,156 192,199 16.82 392,990 6.63 0.3347
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,142,957 -93,518 -7.56 368,555 -3.90 0.5385
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,236,475 249,508 25.28 383,500 36.97 0.5368
2025-09-04 2025-06-30 13F/A-1 PMORGAN CHASE COM 46625H100 986,967 171,316 21.00 279,986 39.82 0.4985
2025-08-13 2025-06-30 13F PMORGAN CHASE COM 46625H100 841,411 25,760 208,103 0.2406
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 815,651 -85,646 -9.50 200,250 1.77 0.4462
2025-06-06 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 901,297 17,772 2.01 196,768 5.55 0.4417
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 797,093 -86,432 157,758 0.4024
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 883,525 -45,544 -4.90 186,419 -0.86 0.4204
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 929,069 -77,342 -7.68 188,031 -6.76 0.4443
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,006,411 -355,958 -26.13 201,671 -13.03 0.4505
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,362,369 -410,743 -23.17 231,892 -9.86 0.4058
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,773,112 415,276 30.58 257,250 30.19 0.3801
2023-08-21 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,357,836 30,504 2.30 197,596 14.25 0.3548
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,642,010 2,314,678 195,312 0.0529
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,327,332 7,391 0.56 172,956 -2.34 0.3254
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,319,941 119,845 9.99 177,102 41.14 0.3586
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,200,096 43,732 3.78 125,481 -3.74 0.2868
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,156,364 38,647 3.46 130,357 -10.58 0.2875
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,117,717 11,595 1.05 145,777 -16.91 0.2829
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,106,122 49,933 4.73 175,450 1.31 0.3321
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,056,189 26,763 2.60 173,183 8.06 0.3609
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,029,426 31,419 3.15 160,272 5.38 0.3469
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 998,007 35,845 3.73 152,092 24.37 0.3659
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 962,162 -20,860 -2.12 122,293 29.36 0.3266
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 983,022 77,250 8.53 94,534 10.92 0.2828
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 905,772 -3,926,735 -81.26 85,229 9.18 0.2861
2020-05-18 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,832,507 4,832,507 78,064 0.3196
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.