JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRiversedge Advisors, Llc
Latest Disclosed Ownership3,337 shares
Latest Disclosed Value $ 981,520
Riversedge Advisors, Llc reports 11.79% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Riversedge Advisors, Llc filed a 13F-HR form disclosing ownership of 3,337 shares of JPMorgan Chase & Co. (MX:JPM) valued at $981,520 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 3,783 shares of JPMorgan Chase & Co.. This represents a change in shares of -11.79% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,337 -446 -11.79 982 -19.52 0.1589
2026-01-07 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,783 -337 -8.18 1,219 -6.16 0.1982
2025-10-09 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,120 970 30.79 1,300 42.28 0.2178
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,150 239 8.21 913 28.05 0.1786
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,911 326 12.61 714 15.19 0.1592
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,585 183 7.62 620 22.33 0.1401
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,402 206 9.38 507 13.96 0.1149
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,196 144 7.02 444 8.03 0.1083
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,052 70 3.53 411 21.96 0.1013
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,982 282 16.59 337 36.99 0.0924
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,700 225 15.25 247 14.95 0.0727
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,475 1,475 215 0.0588
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 0 -2,474 -100.00 0 -100.00
2022-10-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,474 -1,369 -35.62 259 -40.18 0.0936
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,843 -100 -2.54 433 -19.52 0.1608
2022-04-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,943 65 1.68 538 -12.38 0.1750
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,878 478 14.06 614 10.43 0.1947
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,400 690 25.46 556 31.75 0.1907
2021-07-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,710 2,710 422 0.1543
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.