JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGM Advisory Group, Inc.
Latest Disclosed Ownership39,273 shares
Latest Disclosed Value $ 11,552,444
GM Advisory Group, Inc. reports 14.80% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - GM Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 39,273 shares of JPMorgan Chase & Co. (MX:JPM) valued at $11,552,444 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 34,211 shares of JPMorgan Chase & Co.. This represents a change in shares of 14.80% 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)
2026-04-28 2026-03-31 13F JPMorgan Chase Com 46625H100 39,273 5,062 14.80 11,552 4.80 0.4272
2026-02-13 2025-12-31 13F JPMorgan Chase COM 46625H100 34,211 854 2.56 11,023 4.77 0.4319
2025-11-19 2025-09-30 13F JPMORGAN CHASE COM 46625H100 33,357 491 1.49 10,522 10.42 0.4474
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 32,866 3,946 13.64 9,528 34.31 0.4709
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 28,920 932 3.33 7,094 5.74 0.3831
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 27,988 384 1.39 6,709 15.27 0.3713
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 27,604 475 1.75 5,821 6.07 0.3488
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 27,129 114 0.42 5,487 1.40 0.3541
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 27,015 -306 -1.12 5,411 16.44 0.3794
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 27,321 1,081 4.12 4,647 22.13 0.3510
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 26,240 194 0.74 3,805 0.45 0.3109
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 26,046 3,101 13.51 3,788 26.69 0.3136
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 22,945 -8,170 -26.26 2,990 -28.33 0.2723
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 31,115 68 0.22 4,172 28.61 0.4451
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 31,047 -224 -0.72 3,244 -7.87 0.4082
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 31,271 -2,376 -7.06 3,521 -23.24 0.5492
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 33,647 536 1.62 4,587 -12.51 0.5456
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 33,111 746 2.30 5,243 -1.04 0.4670
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 32,365 -1,427 -4.22 5,298 0.80 0.5343
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 33,792 -753 -2.18 5,256 -0.06 0.5391
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 34,545 -500 -1.43 5,259 18.10 0.6308
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 35,045 -1,392 -3.82 4,453 26.94 0.5965
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 36,437 1,062 3.00 3,508 5.44 0.5366
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 35,375 3,313 10.33 3,327 15.24 0.6153
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 32,062 22,506 235.52 2,887 116.74 0.7861
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 9,556 -3,261 -25.44 1,332 -11.67 0.4124
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 12,817 -1,500 -10.48 1,508 -5.81 0.4690
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 14,317 -795 -5.26 1,601 4.64 0.5030
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 15,112 250 1.68 1,530 5.44 0.5028
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 14,862 0 0.00 1,451 -13.48 0.5399
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 14,862 -750 -4.80 1,677 3.07 0.5256
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 15,612 0 0.00 1,627 -5.24 0.4832
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 15,612 650 4.34 1,717 7.31 0.5182
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 14,962 5,051 50.96 1,600 68.95 0.4353
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 9,911 -250 -2.46 947 1.94 0.2883
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 10,161 0 0.00 929 4.03 0.2925
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 10,161 0 0.00 893 1.82 0.3052
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 10,161 -325 -3.10 877 25.64 0.3064
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 10,486 0 0.00 698 7.06 0.2595
2016-08-05 2016-06-30 13F JPMORGAN CHASE COM 46625H100 10,486 10,486 0.00 652 0.2449
2016-05-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 0 -10,786 -100.00 0 -100.00
2016-02-10 2015-12-31 13F JPMORGAN CHASE COM 46625H100 10,786 10,786 712 0.3576
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.