JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFDx Advisors, Inc.
Latest Disclosed Ownership2,425 shares
Latest Disclosed Value $ 713
FDx Advisors, Inc. ownership in JPM / JPMorgan Chase & Co.

On May 1, 2026 - FDx Advisors, Inc. filed a 13F-HR form disclosing ownership of 2,425 shares of JPMorgan Chase & Co. (MX:JPM) valued at $713 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 0 shares of JPMorgan Chase & Co..

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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 2,425 2,425 1 0.2276
2026-02-10 2025-12-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 0 -2,421 -100.00 0 0.0000
2025-11-04 2025-09-30 13F JPMORGAN CHASE CO COM Common Stock 46625H100 2,421 -104 -4.12 1 0.2256
2025-08-07 2025-06-30 13F JPMORGAN CHASE CO COM Common Stock 46625H100 2,525 -13 -0.51 1 0.2237
2025-05-01 2025-03-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 2,538 -309 -10.85 1 0.2026
2025-02-03 2024-12-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 2,847 -504 -15.04 1 0.1994
2024-11-04 2024-09-30 13F JPMORGAN CHASE CO COM Common Stock 46625H100 3,351 -65 -1.90 1 0.1927
2024-08-02 2024-06-30 13F JPMORGAN CHASE CO COM Common Stock 46625H100 3,416 -8,896 -72.25 1 -100.00 0.1910
2024-05-03 2024-03-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 12,312 -3,567 -22.46 2 0.00 0.3743
2024-02-13 2023-12-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 15,879 -1,021 -6.04 3 0.00 0.2089
2023-11-02 2023-09-30 13F JPMORGAN CHASE CO COM Common Stock 46625H100 16,900 -15,707 -48.17 2 -50.00 0.2034
2023-07-17 2023-06-30 13F JPMORGAN CHASE CO COM Common Stock 46625H100 32,607 -20,980 -39.15 5 -42.86 0.2601
2023-05-22 2023-03-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 53,587 0 0.00 7 0.00 0.3125
2023-02-10 2022-12-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 53,587 3,169 6.29 7 -99.87 0.3125
2022-11-10 2022-09-30 13F JPMORGAN CHASE CO COM Common Stock 46625H100 50,418 -42,246 -45.59 5,269 -49.51 0.2363
2022-08-03 2022-06-30 13F JPMORGAN CHASE CO COM Common Stock 46625H100 92,664 -31,801 -25.55 10,435 -38.50 0.3917
2022-05-03 2022-03-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 124,465 -34,686 -21.79 16,967 -32.68 0.5749
2022-02-01 2021-12-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 159,151 8,345 5.53 25,202 2.09 0.6970
2021-10-08 2021-09-30 13F JPMORGAN CHASE CO COM 46625H100 150,806 5,702 3.93 24,685 9.38 0.7866
2021-08-05 2021-06-30 13F JPMORGAN CHASE CO COM Common Stock 46625H100 145,104 7,673 5.58 22,569 7.88 0.7496
2021-04-14 2021-03-31 13F/A-1 JPMORGAN CHASE CO COM Common Stock 46625H100 137,431 7,783 6.00 20,921 26.99 0.7892
2021-04-13 2021-03-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 20,921 -108,727 137,431 586,011.5711
2021-02-08 2020-12-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 129,648 3,418 2.71 16,474 35.57 0.6792
2020-11-12 2020-09-30 13F JUMIA TECHNOLOGIES AG SPONSORED ADS Common Stock 46625H100 126,230 22,142 21.27 12,152 24.11 0.5689
2020-07-22 2020-06-30 13F JPMORGAN CHASE CO COM Common Stock 46625H100 104,088 4,522 4.54 9,791 9.23 0.5130
2020-05-22 2020-03-31 13F/A-1 JPMORGAN CHASE CO COM Common Stock 46625H100 99,566 5,820 6.21 8,964 -31.40 0.5830
2020-05-13 2020-03-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 400,686 306,940 541 31,980.6296
2020-02-12 2019-12-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 93,746 15,927 20.47 13,068 42.68 0.7218
2019-11-07 2019-09-30 13F JPMORGAN CHASE CO COM Common Stock 46625H100 77,819 -6,873 -8.12 9,159 -3.27 0.6339
2019-07-19 2019-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 84,692 3,153 3.87 9,469 14.72 0.3711
2019-05-14 2019-03-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 81,539 4,499 5.84 8,254 9.75 0.3347
2019-04-29 2018-12-31 13F/A-1 JPMORGAN CHASE CO COM Common Stock 46625H100 77,040 -33,596 -30.37 7,521 -39.75 0.6181
2019-02-07 2018-12-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 170,817 60,181 16,675 375,908.6620
2018-11-13 2018-09-30 13F JPMORGAN CHASE CO COM Common Stock 46625H100 110,636 6,211 5.95 12,484 14.73 0.4637
2018-08-08 2018-06-30 13F JPMORGAN CHASE CO COM Common Stock 46625H100 104,425 -27,423 -20.80 10,881 -24.95 0.3931
2018-05-02 2018-03-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 131,848 -8,373 -5.97 14,499 -3.31 0.4325
2018-02-09 2017-12-31 13F JPMORGAN CHASE CO COM Common Stock 46625H100 140,221 4,132 3.04 14,995 15.36 0.4077
2017-11-03 2017-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 136,089 13,827 11.31 12,998 16.31 0.3567
2017-08-11 2017-06-30 13F JPMORGAN CHASE CO COM Common Stock 46625H100 122,262 5,071 4.33 11,175 8.56 0.3310
2017-05-15 2017-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 117,191 -6,216 -5.04 10,294 -3.33 0.3148
2017-02-14 2016-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 123,407 26,289 27.07 10,649 64.67 0.3062
2016-11-14 2016-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 97,118 10,922 12.67 6,467 20.74 0.2689
2016-08-15 2016-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 86,196 373 0.43 5,356 5.39 0.2421
2016-05-17 2016-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 85,823 1,519 1.80 5,082 -8.71 0.2320
2016-02-17 2015-12-31 13F JPMORGAN CHASE Common Stock 46625H100 84,304 5,059 6.38 5,567 15.23 0.2527
2015-11-16 2015-09-30 13F JPMORGAN CHASE Common Stock 46625H100 79,245 5,437 7.37 4,832 -0.54 0.4151
2015-08-14 2015-06-30 13F JPMORGAN CHASE Common Stock 46625H100 73,808 4,808 6.97 4,857 16.17 0.2410
2015-05-18 2015-03-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 69,000 -12,305 -15.13 4,181 -17.83 0.0923
2015-05-15 2015-03-31 13F JPMORGAN CHASE Common Stock 46625H100 41,805 690
2015-02-17 2014-12-31 13F JPMORGAN CHASE Common Stock 46625H100 81,305 -5,061 -5.86 5,088 -2.21 0.3099
2014-11-17 2014-09-30 13F JPMORGAN CHASE Common Stock 46625H100 86,366 5,665 7.02 5,203 11.89 0.3375
2014-08-15 2014-06-30 13F JPMORGAN CHASE Common Stock 46625H100 80,701 32,718 68.19 4,650 59.63 0.3045
2014-05-15 2014-03-31 13F JPMORGAN CHASE Common Stock 46625H100 47,983 17,709 58.50 2,913 64.67 0.2431
2014-02-14 2013-12-31 13F JPMORGAN CHASE Common Stock 46625H100 30,274 -1,486 -4.68 1,769 7.73 0.1763
2013-11-13 2013-09-30 13F JPMORGAN CHASE Common 46625H100 31,760 3,271 11.48 1,642 9.18 0.1938
2013-08-13 2013-06-30 13F JPM Common 46625H100 28,489 28,489 1,504 0.1983
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.