JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPSI Advisors, LLC
Latest Disclosed Ownership4,451 shares
Latest Disclosed Value $ 1,309,250
PSI Advisors, LLC reports 12.09% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - PSI Advisors, LLC filed a 13F-HR form disclosing ownership of 4,451 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,309,250 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,971 shares of JPMorgan Chase & Co.. This represents a change in shares of 12.09% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE Common Stock 46625H100 4,451 480 12.09 1,309 2.35 0.2077
2026-02-09 2025-12-31 13F JPMORGAN CHASE Common Stock 46625H100 3,971 167 4.39 1,279 6.67 0.3214
2025-11-12 2025-09-30 13F JPMORGAN CHASE Common Stock 46625H100 3,804 -280 -6.86 1,200 1.35 0.3091
2025-08-12 2025-06-30 13F JPMORGAN CHASE Common Stock 46625H100 4,084 -207 -4.82 1,184 12.45 0.5812
2025-04-21 2025-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 4,291 -269 -5.90 1,053 -3.66 0.3424
2025-01-13 2024-12-31 13F JPMORGAN CHASE Common Stock 46625H100 4,560 2 0.04 1,093 13.63 0.3243
2024-10-22 2024-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 4,558 2 0.04 961 4.34 0.2815
2024-07-23 2024-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 4,556 -50 -1.09 921 -0.11 0.2916
2024-04-24 2024-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 4,606 -1,470 -24.19 923 -10.75 0.3334
2024-02-01 2023-12-31 13F JPMORGAN CHASE Common Stock 46625H100 6,076 -107 -1.73 1,033 15.29 0.3858
2023-10-13 2023-09-30 13F JPMORGAN CHASE Common Stock 46625H100 6,183 -2,489 -28.70 897 -28.95 0.3882
2023-07-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,672 260 3.09 1,261 15.05 0.5536
2023-04-25 2023-03-31 13F JPMORGAN CHASE Common Stock 46625H100 8,412 -149 -1.74 1,096 -4.53 0.5293
2023-01-19 2022-12-31 13F JPMORGAN CHASE Common Stock 46625H100 8,561 165 1.97 1,148 30.90 0.6109
2022-10-20 2022-09-30 13F JPMORGAN CHASE Common Stock 46625H100 8,396 -388 -4.42 877 -11.32 0.4607
2022-07-18 2022-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 8,784 -185 -2.06 989 -19.07 0.4862
2022-04-20 2022-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 8,969 51 0.57 1,222 -13.46 0.5030
2022-02-11 2021-12-31 13F JPMORGAN CHASE JPM 46625H100 8,918 30 0.34 1,412 -2.89 0.5746
2021-11-12 2021-09-30 13F JPMORGAN CHASE Stock 46625H100 8,888 1,307 17.24 1,454 23.32 0.6682
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,581 2,058 37.26 1,179 40.36 0.6214
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,523 191 3.58 840 24.08 0.4948
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,332 -1,983 -27.11 677 -3.84 0.4668
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,315 870 13.50 704 16.17 0.5373
2020-11-24 2020-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 6,445 2,575 66.54 606 74.14 0.4886
2020-08-04 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,445 2,575 606 69,001.3254
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,870 916 31.01 348 -15.33 0.3201
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,954 2,954 411 0.2642
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.