JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCrewe Advisors LLC
Latest Disclosed Ownership12,730 shares
Latest Disclosed Value $ 3,744,713
Crewe Advisors LLC reports 1.01% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Crewe Advisors LLC filed a 13F-HR form disclosing ownership of 12,730 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,744,713 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 12,603 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.01% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 12,730 127 1.01 3,745 -7.78 0.3196
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 12,603 86 0.69 4,061 2.84 0.3597
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 12,517 12,517 3,948 0.3768
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 0 -8,013 -100.00 0 -100.00
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,013 -989 -10.99 1,621 -10.15 0.1816
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 9,002 9,002 1,803 0.2101
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 0 -5,122 -100.00 0 -100.00
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,122 -461 -8.26 745 2.34 0.1046
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,583 -401 -6.70 728 -9.35 0.1061
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,984 -1,614 -21.24 802 1.01 0.1273
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,598 1,903 33.42 794 23.87 0.1435
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,695 629 12.42 641 -7.24 0.1416
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,066 330 6.97 691 -7.87 0.1348
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,736 1,299 37.79 750 33.21 0.1525
2021-10-29 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,437 -270 -7.28 563 -2.43 0.1330
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,707 -87 -2.29 577 -0.17 0.1431
2021-04-21 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,794 0 0.00 578 19.92 0.1434
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 3,794 -79 -2.04 482 29.22 0.1929
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,873 409 11.81 373 14.42 0.1749
2020-07-24 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,464 0 0.00 326 4.49 0.1593
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,464 -202 -5.51 312 -38.94 0.1862
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,666 5 0.14 511 18.56 0.2237
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,661 -192 -4.98 431 0.00 0.1981
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,853 70 1.85 431 12.53 0.1401
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,783 -281 -6.91 383 -3.53 0.1205
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,064 150 3.83 397 -10.18 0.1258
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,914 0 0.00 442 8.33 0.3740
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,914 -115 -2.85 408 -7.90 0.3788
2018-05-07 2018-03-31 13F JPMORGAN CHASE COM 46625H100 4,029 0 0.00 443 2.78 0.4344
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,029 4,029 431 0.4220
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.