JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership235,327 shares
Latest Disclosed Value $ 69,223,826
Stratos Wealth Partners, LTD. reports 0.11% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 235,327 shares of JPMorgan Chase & Co. (MX:JPM) valued at $69,223,826 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 235,593 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.11% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 235,327 -266 -0.11 69,224 -8.81 0.7870
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 235,593 19,009 8.78 75,913 11.12 0.8582
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 216,584 12,505 6.13 68,317 15.47 0.8056
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 204,079 4,211 2.11 59,165 20.68 0.7996
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 199,868 -79,866 -28.55 49,028 -26.89 0.7461
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 279,734 30,178 12.09 67,055 27.43 0.9467
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 249,556 29,360 13.33 52,621 18.15 0.7597
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 220,196 -2,701 -1.21 44,537 -0.25 0.7129
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 222,897 2,070 0.94 44,646 18.86 0.7401
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 220,827 -10 -0.00 37,563 17.29 0.7005
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 220,837 9,985 4.74 32,026 4.43 0.6895
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 210,852 16,886 8.71 30,666 21.33 0.6946
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 193,966 -16,765 -7.96 25,276 -10.56 0.6738
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 210,731 -8,303 -3.79 28,259 23.46 0.7151
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 219,034 -29,384 -11.83 22,889 -18.18 0.6391
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 248,418 6,466 2.67 27,974 -15.19 0.7051
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 241,952 9,611 4.14 32,983 -10.35 0.7369
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 232,341 5,647 2.49 36,791 -0.85 0.8145
2021-10-19 2021-09-30 13F JPMORGAN CHASE COM 46625H100 226,694 1,683 0.75 37,108 6.03 0.9446
2021-07-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 225,011 -5 -0.00 34,998 2.17 0.8714
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 225,016 2,466 1.11 34,254 21.12 0.9481
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 222,550 -4,670 -2.06 28,280 29.28 0.8397
2020-10-29 2020-09-30 13F JPMORGAN CHASE COM 46625H100 227,220 -3,043 -1.32 21,875 1.00 0.7180
2020-07-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 230,263 7,379 3.31 21,659 7.94 0.7715
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 222,884 42,108 23.29 20,066 -20.37 0.9197
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 180,776 562 0.31 25,200 18.82 0.9896
2019-11-12 2019-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 180,214 2,240 1.26 21,209 6.59 0.9170
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 742 -177,232 25 890.8176
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 177,974 1,314 0.74 19,898 11.27 0.8617
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 176,660 7,239 4.27 17,883 8.13 0.8042
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 169,421 505 0.30 16,539 -13.23 0.8527
2018-11-02 2018-09-30 13F JPMORGAN CHASE COM 46625H100 168,916 -5 -0.00 19,060 8.28 0.8518
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 168,921 -6,508 -3.71 17,602 -8.76 0.7852
2018-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 175,429 9,471 5.71 19,292 8.70 0.8124
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 165,958 -2,824 -1.67 17,748 10.10 0.7963
2017-11-07 2017-09-30 13F JPMORGAN CHASE COM 46625H100 168,782 -5,876 -3.36 16,120 0.98 0.7609
2017-07-31 2017-06-30 13F JPMORGAN CHASE COM 46625H100 174,658 8,035 4.82 15,964 9.07 0.8240
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 166,623 23,972 16.80 14,636 18.90 0.8266
2017-02-02 2016-12-31 13F JPMORGAN CHASE COM 46625H100 142,651 12,097 9.27 12,309 41.58 0.7654
2016-11-01 2016-09-30 13F JPMORGAN CHASE COM 46625H100 130,554 39,064 42.70 8,694 52.93 0.5865
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 91,490 22,516 32.64 5,685 39.17 0.4216
2016-05-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 68,974 5,127 8.03 4,085 -3.11 0.3504
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 63,847 -11,280 -15.01 4,216 -7.95 0.3515
2015-10-30 2015-09-30 13F JPMORGAN CHASE COM 46625H100 75,127 16,822 28.85 4,580 15.92 0.5753
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 58,305 -12,831 -18.04 3,951 -8.33 0.5073
2015-05-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 71,136 5,929 9.09 4,310 5.61 0.5126
2015-02-09 2014-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 65,207 10,708 19.65 4,081 24.31 0.7346
2015-02-09 2014-12-31 13F JPMORGAN CHASE COM 46625H100 65,207 4,081
2014-11-06 2014-09-30 13F JPMORGAN CHASE COM 46625H100 54,499 1,824 3.46 3,283 8.03 0.7700
2014-07-17 2014-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 52,675 52,675 3,039 1.0135
2014-07-16 2014-06-30 13F JPMORGAN CHASE COM 46625H100 53,603 53,603 11,252 3.2266
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.