JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPrivate Wealth Advisors, LLC
Latest Disclosed Ownership5,251 shares
Latest Disclosed Value $ 1,544,706
Private Wealth Advisors, LLC reports 0.21% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Private Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 5,251 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,544,706 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,262 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.21% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,251 -11 -0.21 1,545 -8.91 0.4344
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,262 -247 -4.48 1,695 -2.42 0.5417
2025-12-01 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,509 -10 -0.18 1,738 8.56 0.5844
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,519 9 0.16 1,600 18.43 0.5873
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,510 13 0.24 1,352 2.58 0.4888
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,497 -17 -0.31 1,318 15.43 0.5168
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,514 -13 -0.24 1,142 0.53 0.4373
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,527 -5 -0.09 1,135 2.44 0.4373
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,532 -14 -0.25 1,108 17.50 0.4511
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,546 -439 -7.34 943 8.77 0.3680
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,985 -112 -1.84 868 -2.14 0.3671
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,097 -24 -0.39 887 11.17 0.3623
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,121 -125 -2.00 798 -4.78 0.3355
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,246 -135 -2.12 838 25.49 0.2818
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,381 -6 -0.09 667 -13.04 0.3104
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,387 18 0.28 767 -11.64 0.2833
2022-05-17 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,369 24 0.38 868 -13.63 0.2769
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,345 0 0.00 1,005 -2.14 0.2150
2021-12-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,345 -110 -1.70 1,027 2.29 0.2456
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,455 21 0.33 1,004 2.55 0.3078
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,434 112 1.77 979 10.37 0.3317
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,322 32 0.51 887 46.37 0.3064
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,290 144 2.34 606 4.84 0.3138
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,146 -232 -3.64 578 0.70 0.4026
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,378 -520 -7.54 574 -40.33 0.4703
2020-02-12 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 6,898 -1,000 -12.66 962 3.44 0.5533
2020-01-31 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,225 327 803 648,563.9518
2019-11-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,898 -90 -1.13 930 14.96 0.6059
2019-11-22 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,988 0 0.00 809 0.00 0.5509
2019-11-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,988 -237 -2.88 809 0.75 0.5509
2020-02-03 2018-12-31 13F JPMORGAN CHASE COM 46625H100 8,225 8,225 803 0.6486
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.