JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionIntegrated Advisors Network LLC
Latest Disclosed Ownership51,445 shares
Latest Disclosed Value $ 15,133,122
Integrated Advisors Network LLC reports 8.02% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Integrated Advisors Network LLC filed a 13F-HR form disclosing ownership of 51,445 shares of JPMorgan Chase & Co. (MX:JPM) valued at $15,133,122 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 55,931 shares of JPMorgan Chase & Co.. This represents a change in shares of -8.02% 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 51,445 -4,486 -8.02 15,133 -16.03 0.7942
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 55,931 -9,096 -13.99 18,022 -12.13 0.7973
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 65,027 2,753 4.42 20,511 13.62 0.8615
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 62,274 -2,514 -3.88 18,054 13.60 0.8152
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 64,788 -13,743 -17.50 15,893 -15.58 0.8018
2025-02-25 2024-12-31 13F JPMORGAN CHASE COM 46625H100 78,531 -1,580 -1.97 18,825 11.44 0.8993
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 80,111 5,134 6.85 16,892 11.40 0.7988
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 74,977 -3,232 -4.13 15,165 -3.20 0.7765
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 78,209 -2,296 -2.85 15,665 14.40 0.7955
2024-02-26 2023-12-31 13F JPMORGAN CHASE COM 46625H100 80,505 -1,489 -1.82 13,694 15.16 0.7741
2023-11-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 81,994 -1,564 -1.87 11,891 -2.16 0.7269
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 83,558 -2,248 -2.62 12,153 8.68 0.6997
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 85,806 -4,831 -5.33 11,181 -8.01 0.6718
2023-02-02 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 90,637 -14,938 -14.15 12,154 10.16 0.7832
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 105,575 2,506 2.43 11,033 -4.95 0.7497
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 103,069 17,252 20.10 11,607 -0.78 0.7553
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 85,817 2,133 2.55 11,698 -11.72 0.6859
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 83,684 257 0.31 13,251 -2.97 0.7816
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 83,427 5,645 7.26 13,656 12.88 0.9057
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 77,782 709 0.92 12,098 3.11 0.8903
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 77,073 3,216 4.35 11,733 25.02 1.0721
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 73,857 -104 -0.14 9,385 31.81 1.0288
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 73,961 256 0.35 7,120 2.70 0.9002
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 73,705 11,053 17.64 6,933 22.90 0.8126
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 62,652 1,390 2.27 5,641 -33.95 1.1043
2020-02-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 61,262 61,262 8,540 1.1522
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.