JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHC Advisors, LLC
Latest Disclosed Ownership2,616 shares
Latest Disclosed Value $ 769,635
HC Advisors, LLC reports 2.28% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - HC Advisors, LLC filed a 13F-HR form disclosing ownership of 2,616 shares of JPMorgan Chase & Co. (MX:JPM) valued at $769,635 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,677 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.28% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,616 -61 -2.28 770 -10.79 0.5151
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,677 10 0.37 863 2.50 0.5968
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,667 6 0.23 841 9.08 0.5911
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,661 -207 -7.22 772 9.67 0.5449
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,868 -234 -7.54 704 -5.38 0.5270
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,102 522 20.23 744 36.58 0.5969
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,580 6 0.23 544 4.62 0.4476
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,574 -474 -15.55 521 -14.75 0.4802
2024-05-14 2024-03-31 13F Morgan J P COM 46625H100 3,048 -438 -12.56 611 2.87 0.2910
2024-01-25 2023-12-31 13F Morgan J P COM 46625H100 3,486 -82 -2.30 593 14.70 0.3321
2023-11-07 2023-09-30 13F Morgan J P COM 46625H100 3,568 25 0.71 518 0.39 0.3076
2023-08-10 2023-06-30 13F Morgan J P COM 46625H100 3,543 -613 -14.75 515 -4.81 0.2990
2023-05-08 2023-03-31 13F Morgan J P COM 46625H100 4,156 621 17.57 542 14.14 0.3347
2023-02-09 2022-12-31 13F Morgan J P COM 46625H100 3,535 323 10.06 474 41.07 0.3236
2022-11-10 2022-09-30 13F Morgan J P COM 46625H100 3,212 14 0.44 336 -6.67 0.2313
2022-08-08 2022-06-30 13F Morgan J P COM 46625H100 3,198 -7,545 -70.23 360 -75.43 0.2564
2022-05-06 2022-03-31 13F Morgan J P COM 46625H100 10,743 73 0.68 1,465 -13.31 0.9296
2022-02-02 2021-12-31 13F Morgan J P COM 46625H100 10,670 6 0.06 1,690 -3.21 1.0371
2021-10-29 2021-09-30 13F Morgan J P COM 46625H100 10,664 -43 -0.40 1,746 4.86 1.1459
2021-08-09 2021-06-30 13F Morgan J P COM 46625H100 10,707 6 0.06 1,665 2.21 1.0242
2021-05-07 2021-03-31 13F Morgan J P COM 46625H100 10,701 7,673 253.40 1,629 323.12 1.0528
2021-02-08 2020-12-31 13F Morgan J P COM 46625H100 3,028 9 0.30 385 32.30 0.2632
2020-11-04 2020-09-30 13F Morgan J P COM 46625H100 3,019 -339 -10.10 291 -7.91 0.2347
2020-08-12 2020-06-30 13F Morgan J P COM 46625H100 3,358 3,358 316 0.2617
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.