JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMONECO Advisors, LLC
Latest Disclosed Ownership20,175 shares
Latest Disclosed Value $ 5,934,777
MONECO Advisors, LLC reports 3.08% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - MONECO Advisors, LLC filed a 13F-HR form disclosing ownership of 20,175 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,934,777 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 19,572 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.08% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,175 603 3.08 5,935 -5.90 0.4603
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 19,572 -431 -2.15 6,306 -0.05 0.5007
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 20,003 409 2.09 6,309 11.07 0.5267
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,594 1,701 9.51 5,681 29.41 0.5286
2025-08-15 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 17,893 -123 -0.68 4,389 1.64 0.4545
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 17,963 877 4,406 0.4531
2025-08-15 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 18,016 3,098 20.77 4,319 37.30 0.4557
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 17,086 2,168 4,096 0.4318
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 14,918 -4,267 -22.24 3,146 -18.94 0.3915
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 19,185 -391 -2.00 3,880 -1.05 0.5703
2024-07-19 2024-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 19,576 6,535 50.11 3,921 76.78 0.6224
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 18,715 5,674 3,749 0.6069
2024-03-13 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 13,041 -1,003 -7.14 2,218 8.94 0.4227
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 13,316 -744 2,265 0.4315
2024-03-13 2023-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 14,044 478 3.52 2,037 3.25 0.5526
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 14,060 478 2,039 0.5677
2024-03-13 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 13,566 256 1.92 1,973 13.73 0.5369
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 13,582 272 1,975 0.5422
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 13,310 2,017 17.86 1,734 14.53 0.5101
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 11,293 478 4.42 1,514 33.98 0.5472
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 10,815 506 4.91 1,130 -2.67 0.4521
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 10,309 1,553 17.74 1,161 -2.76 0.4506
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 8,756 196 2.29 1,194 -6.21 0.4386
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 8,560 135 1.60 1,273 -7.69 0.4783
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 8,425 803 10.54 1,379 16.37 0.5440
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,622 253 3.43 1,185 5.61 0.5454
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,369 3,364 84.00 1,122 99.64 0.5454
2021-01-22 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,005 -717 -15.18 562 23.52 0.3102
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,722 89 1.92 455 4.36 0.2900
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,633 449 10.73 436 15.65 0.3414
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,184 -121 -2.81 377 -36.64 0.3857
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,305 133 3.19 595 21.18 0.4233
2019-10-31 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,172 378 9.96 491 15.80 0.3817
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,794 -700 -15.58 424 -6.81 0.3409
2019-04-26 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,494 831 22.69 455 27.09 0.3683
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,663 3,663 358 0.4165
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.