JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionClearwater Capital Advisors, LLC
Latest Disclosed Ownership4,317 shares
Latest Disclosed Value $ 1,269,889
Clearwater Capital Advisors, LLC reports 1.43% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Clearwater Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 4,317 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,269,889 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 4,256 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.43% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,317 61 1.43 1,270 -7.44 0.1025
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,256 -144 -3.27 1,371 -1.22 0.1143
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,400 18 0.41 1,388 9.29 0.1183
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,382 -16 -0.36 1,270 17.81 0.1161
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,398 90 2.09 1,079 4.46 0.1043
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,308 -418 -8.84 1,033 3.61 0.1010
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,726 2,301 94.89 997 103.27 0.0971
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,425 1,125 86.54 491 88.46 0.0520
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,300 -82 -5.93 260 10.64 0.0278
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,382 1,382 235 0.0263
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 0 -1,421 -100.00 0 -100.00
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,421 1,421 207 0.0246
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,685 -100.00 0 -100.00
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,685 1,685 226 0.0295
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,635 -100.00 0 -100.00
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,635 -75 -4.39 223 -17.71 0.0256
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,710 -344 -16.75 271 -19.35 0.0299
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,054 -18 -0.87 336 4.35 0.0389
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,072 -74 -3.45 322 -1.53 0.0375
2021-04-21 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,146 -74 -3.33 327 15.96 0.0409
2021-01-21 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,220 -496 -18.26 282 8.05 0.0374
2020-10-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,716 0 0.00 261 2.35 0.0410
2020-07-30 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,716 -330 -10.83 255 -6.93 0.0426
2020-04-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,046 -1,037 -25.40 274 -51.85 0.0591
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,083 -160 -3.77 569 14.03 0.0948
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,243 -1,086 -20.38 499 -16.28 0.0882
2019-07-26 2019-06-30 13F JPMORGAN CHASE COM 46625H100 5,329 -1,026 -16.14 596 -7.31 0.1082
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 6,355 -770 -10.81 643 -7.61 0.1205
2019-01-22 2018-12-31 13F JPMORGAN CHASE COM 46625H100 7,125 1,295 22.21 696 5.78 0.1526
2018-10-17 2018-09-30 13F JPMORGAN CHASE COM 46625H100 5,830 612 11.73 658 20.96 0.1284
2018-08-15 2018-06-30 13F JPMORGAN CHASE COM 46625H100 5,218 0 0.00 544 -5.23 0.1115
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 5,218 0 0.00 574 2.87 0.1185
2018-02-05 2017-12-31 13F JPMORGAN CHASE Common Stock 46625H100 5,218 -185 -3.42 558 7.10 0.1225
2017-10-19 2017-09-30 13F JPMORGAN CHASE Common Stock 46625H100 5,403 366 7.27 521 11.09 0.1213
2017-08-11 2017-06-30 13F JPMORGAN CHASE Common Stock 46625H100 5,037 -60 -1.18 469 6.83 0.1196
2017-05-15 2017-03-31 13F JPMORGAN CHASE Common Stock 46625H100 5,097 -190 -3.59 439 -4.77 0.1202
2017-02-13 2016-12-31 13F JPMORGAN CHASE Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 46625H100 5,287 146 2.84 461 34.80 0.1599
2016-11-29 2016-09-30 13F JPMORGAN CHASE Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 46625H100 5,141 692 15.55 342 27.61 0.1196
2016-11-29 2016-06-30 13F JPMORGAN CHASE Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 46625H100 4,449 4,449 268 0.0988
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.