JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPathway Financial Advisors LLC
Latest Disclosed Ownership1,504 shares
Latest Disclosed Value $ 443,078
Pathway Financial Advisors LLC reports 53.15% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Pathway Financial Advisors LLC filed a 13F-HR form disclosing ownership of 1,504 shares of JPMorgan Chase & Co. (MX:JPM) valued at $443,078 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 3,210 shares of JPMorgan Chase & Co.. This represents a change in shares of -53.15% 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)
2026-04-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,504 -1,706 -53.15 443 -58.75 0.0548
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,210 -109 -3.28 1,074 2.68 0.1349
2025-10-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,319 600 22.07 1,047 32.74 0.1396
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,719 -3,353 -55.22 788 -47.08 0.1153
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,072 0 0.00 1,489 2.34 0.2683
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,072 -19 -0.31 1,456 13.32 0.3348
2024-10-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,091 -540 -8.14 1,284 -4.25 0.3296
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,631 0 0.00 1,341 0.98 0.3622
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,631 -36 -0.54 1,328 17.11 0.3591
2024-04-10 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 6,667 679 11.34 1,134 30.65 0.3275
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,667 679 1,134 0.3275
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,988 -26 -0.43 868 -0.69 0.2968
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,014 4 0.07 875 11.62 0.2852
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,010 0 0.00 783 -2.73 0.2648
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,010 -238 -3.81 806 23.28 0.2488
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,248 -36 -0.57 653 -7.77 0.2249
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,284 238 3.94 708 -14.08 0.2945
2022-04-25 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,046 0 0.00 824 -8.24 0.3083
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,046 67 1.12 898 -6.65 0.3203
2021-06-21 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,979 71 1.20 962 10.70 0.3797
2021-03-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,908 0 0.00 869 51.66 0.3609
2020-10-29 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,908 -538 -8.35 573 -5.45 0.2216
2020-07-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,446 -1,277 -16.54 606 -6.63 0.1823
2020-04-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,723 0 0.00 649 -38.60 0.2165
2020-01-22 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,723 2,901 60.16 1,057 68.04 0.2990
2019-11-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,822 -25 -0.52 629 16.05 0.1798
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,847 129 2.73 542 13.39 0.1596
2019-04-11 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,718 0 0.00 478 3.69 0.1486
2019-01-16 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,718 0 0.00 461 -2.74 0.2591
2019-01-16 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,718 0 0.00 474 -3.66 0.2632
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 4,718 -11 -0.23 492 -5.38 0.2887
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 4,729 -35 -0.73 520 2.16 0.3035
2018-05-04 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,764 4,764 509 0.2939
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.