JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNew World Advisors LLC
Latest Disclosed Ownership5,305 shares
Latest Disclosed Value $ 1,560,541
New World Advisors LLC reports 6.11% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - New World Advisors LLC filed a 13F-HR/A form disclosing ownership of 5,305 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,560,541 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,650 shares of JPMorgan Chase & Co.. This represents a change in shares of -6.11% 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)
2026-04-27 2026-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 5,305 -345 -6.11 1,561 -14.29 0.2744
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,305 -345 -6.11 1,561 -14.29 0.2744
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,650 290 5.41 1,821 7.69 0.3115
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,360 919 20.69 1,691 31.31 0.3094
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,441 2,109 90.44 1,287 125.00 0.2738
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,332 210 9.90 572 12.60 0.1295
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,122 0 0.00 509 13.65 0.1226
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,122 1 0.05 447 4.20 0.1168
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,121 -55 -2.53 429 -1.38 0.1194
2024-04-22 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,176 -15 -0.68 436 16.94 0.1274
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,191 17 0.78 373 18.10 0.1142
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,174 202 10.24 315 10.14 0.1099
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,972 -23 -1.15 287 10.00 0.1011
2023-05-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,995 102 5.39 260 2.77 0.0999
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,893 1,893 254 0.0864
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 0 -1,889 -100.00 0 -100.00
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,889 -733 -27.96 211 -38.30 0.1136
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,622 735 38.95 342 14.38 0.1793
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,887 1 0.05 299 -7.72 0.1376
2021-11-23 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,886 -12,269 -86.68 324 -85.29 0.1496
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,886 -12,269 324 0.1109
2021-08-16 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 14,155 12,542 777.56 2,202 795.12 1.4777
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,638 25 255 0.1356
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,613 -727 -31.07 246 9.33 0.1352
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,340 250 11.96 225 9.76 0.1456
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,090 -66 -3.06 205 -2.38 0.1310
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,156 -1,079 -33.35 210 -53.44 0.1422
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,235 0 0.00 451 0.00 0.2770
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,235 8 0.25 451 18.68 0.2770
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,227 625 24.02 380 30.58 0.2586
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,602 1,316 102.33 291 123.85 0.2093
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 1,286 1,286 130 0.0920
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.