JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFortis Advisors, LLC
Latest Disclosed Ownership849 shares
Latest Disclosed Value $ 247,664
Fortis Advisors, LLC ownership in JPM / JPMorgan Chase & Co.

On May 14, 2026 - Fortis Advisors, LLC filed a 13F-HR form disclosing ownership of 849 shares of JPMorgan Chase & Co. (MX:JPM) valued at $247,664 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 849 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 849 0 0.00 248 -9.52 0.1241
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 849 0 0.00 274 2.25 0.1484
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 849 0 0.00 268 8.54 0.1506
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 849 -389 -31.42 246 -18.81 0.1576
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,238 157 14.52 304 16.99 0.1979
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,081 1,081 259 0.1700
2024-11-07 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 0 -540 -100.00 0 -100.00
2024-08-08 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 540 -161 -22.97 109 -22.14 0.0726
2024-05-13 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 701 201 40.20 140 64.71 0.0889
2024-02-13 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 500 0 0.00 85 18.06 0.0577
2023-11-13 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 500 0 0.00 73 0.00 0.0513
2023-08-14 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 500 -1,500 -75.00 73 -72.31 0.0489
2023-05-09 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,000 0 0.00 261 -2.99 0.1703
2023-02-14 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,000 0 0.00 268 28.23 0.2043
2022-11-10 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,000 0 0.00 209 -7.11 0.1492
2022-08-15 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,000 -847 -29.75 225 -42.01 0.1491
2022-05-16 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,847 0 0.00 388 -13.97 0.2129
2022-02-14 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,847 25 0.89 451 -2.38 0.2618
2021-11-23 2021-09-30 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 2,822 0 0.00 462 5.24 0.2823
2021-11-12 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 207,434 204,612 667 0.3664
2021-08-16 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,822 0 0.00 439 2.09 0.2537
2021-05-13 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,822 0 0.00 430 19.78 0.3057
2021-02-11 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,822 90 3.29 359 36.50 0.3167
2020-11-13 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,732 -1,939 -41.51 263 -40.09 0.2455
2020-08-13 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,671 -193 -3.97 439 0.23 0.4350
2020-05-14 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,864 -175 -3.47 438 -37.61 0.2934
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,039 0 0.00 702 18.18 0.4245
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,039 -2,000 -28.41 594 -24.52 0.2791
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,039 0 0.00 787 10.38 0.3820
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,039 -75 -1.05 713 2.74 0.3739
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 7,114 0 0.00 694 -13.57 0.4205
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 7,114 -50 -0.70 803 7.64 0.4511
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,164 344 5.04 746 -0.53 0.4285
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,820 -100 -1.45 750 1.35 0.4133
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 6,920 -176 -2.48 740 9.31 0.4537
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 7,096 -8,019 -53.05 677 -54.07 0.4691
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 15,115 -1,000 -6.21 1,474 4.39 1.1454
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 16,115 8,817 120.81 1,412 124.13 1.2804
2017-02-15 2016-12-31 13F JPMORGAN CHASE COM 46625H100 7,298 7,298 630 0.6729
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.