JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEvolution Wealth Advisors, LLC
Latest Disclosed Ownership6,365 shares
Latest Disclosed Value $ 1,872,328
Evolution Wealth Advisors, LLC ownership in JPM / JPMorgan Chase & Co.

On May 8, 2026 - Evolution Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 6,365 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,872,328 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 6,365 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 6,365 0 0.00 1,872 -8.68 0.1908
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,365 -133 -2.05 2,051 0.05 0.2067
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,498 0 0.00 2,050 8.82 0.2752
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,498 -100 -1.52 1,884 16.38 0.2758
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,598 -90 -1.35 1,618 0.94 0.2702
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,688 1,850 38.24 1,603 57.16 0.2682
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,838 -530 -9.87 1,020 -5.90 0.1833
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,368 -38 -0.70 1,085 0.18 0.2113
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,406 438 8.82 1,083 28.05 0.2074
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,968 68 1.39 845 19.01 0.1699
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,900 -150 -2.97 711 -3.27 0.1587
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,050 702 16.15 734 29.68 0.1622
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,348 434 11.09 567 8.02 0.1360
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,914 369 10.41 525 41.62 0.1322
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,545 724 25.66 370 16.35 0.1014
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,821 0 0.00 318 -17.62 0.0805
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,821 -1,070 -27.50 386 -37.34 0.0793
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,891 920 30.97 616 26.75 0.0930
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,971 70 2.41 486 7.76 0.1042
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,901 -1,095 -27.40 451 -25.82 0.0916
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,996 1,060 36.10 608 63.00 0.1357
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,936 -979 -25.01 373 -1.06 0.0841
2020-10-15 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,915 1,355 52.93 377 56.43 0.1031
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,560 -24,575 -90.57 241 -90.14 0.0790
2020-04-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 27,135 23,887 735.44 2,443 439.29 0.9869
2020-02-03 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,248 23 0.71 453 19.21 0.1134
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,225 -423 -11.60 380 -6.86 0.1812
2019-07-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,648 853 30.52 408 44.17 0.1763
2019-05-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,795 0 0.00 283 3.66 0.1301
2019-01-29 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,795 2,795 273 0.1246
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.