JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionThoroughbred Financial Services, Llc
Latest Disclosed Ownership78,736 shares
Latest Disclosed Value $ 23,161
Thoroughbred Financial Services, Llc reports 0.17% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Thoroughbred Financial Services, Llc filed a 13F-HR form disclosing ownership of 78,736 shares of JPMorgan Chase & Co. (MX:JPM) valued at $23,161 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 78,872 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.17% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 78,736 -136 -0.17 23 -8.00 1.3829
2026-02-10 2025-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 78,872 1,417 1.83 25 4.17 1.5053
2025-11-10 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 77,455 753 0.98 24 9.09 1.5080
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 76,702 -28,030 -26.76 22 -12.00 1.5538
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 104,732 4,970 4.98 26 8.70 1.6036
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 99,762 1,181 1.20 24 15.00 1.4614
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 98,581 -958 -0.96 21 0.00 1.3406
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 99,539 31,470 46.23 20 53.85 1.3470
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 68,069 -31,270 -31.48 14 -18.75 1.3115
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 99,339 3,516 3.67 17 23.08 1.3646
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 95,823 32,583 51.52 14 44.44 1.3629
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 63,240 815 1.31 9 12.50 1.2056
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 62,425 -247 -0.39 8 0.00 1.2016
2023-02-07 2022-12-31 13F JPMORGAN CHASE &CO COM 46625H100 62,672 4,222 7.22 8 -99.87 1.3734
2022-10-27 2022-09-30 13F JPMORGAN CHASE &CO COM 46625H100 58,450 -678 -1.15 6,108 -8.26 1.1635
2022-08-03 2022-06-30 13F JPMORGAN CHASE &CO COM 46625H100 59,128 767 1.31 6,658 -16.30 1.2264
2022-05-04 2022-03-31 13F JPMORGAN CHASE &CO COM 46625H100 58,361 24,865 74.23 7,955 49.98 1.3003
2022-02-09 2021-12-31 13F JPMORGAN CHASE &CO COM 46625H100 33,496 2,457 7.92 5,304 4.41 1.1118
2021-10-27 2021-09-30 13F JPMORGAN CHASE &CO COM 46625H100 31,039 887 2.94 5,080 8.32 1.2361
2021-07-27 2021-06-30 13F JPMORGAN CHASE &CO COM 46625H100 30,152 770 2.62 4,690 4.87 1.1745
2021-04-30 2021-03-31 13F JPMORGAN CHASE &CO COM 46625H100 29,382 2,754 10.34 4,472 32.19 1.2428
2021-01-26 2020-12-31 13F JPMORGAN CHASE &CO COM 46625H100 26,628 -1,847 -6.49 3,383 23.42 1.0486
2020-10-28 2020-09-30 13F JPMORGAN CHASE &CO COM 46625H100 28,475 -1,429 -4.78 2,741 -2.56 1.0306
2020-07-20 2020-06-30 13F JPMORGAN CHASE &CO COM 46625H100 29,904 -20,619 -40.81 2,813 -38.16 1.1705
2020-04-23 2020-03-31 13F JPMORGAN CHASE &CO COM 46625H100 50,523 5,524 12.28 4,549 -27.48 1.6204
2020-02-05 2019-12-31 13F JPMORGAN CHASE &CO COM 46625H100 44,999 102 0.23 6,273 18.72 2.0882
2019-11-12 2019-09-30 13F JPMORGAN CHASE &CO COM 46625H100 44,897 408 0.92 5,284 6.25 2.0038
2019-07-16 2019-06-30 13F/A-1 JPMORGAN CHASE &CO Total COM 46625H100 44,489 1,980 4.66 4,974 15.57 1.8904
2019-07-16 2019-06-30 13F JPMORGAN CHASE &CO Total COM 46625H100 4,973,970 4,931,461 4,973,970
2019-05-07 2019-03-31 13F JPMORGAN CHASE &CO COM 46625H100 42,509 763 1.83 4,303 5.60 1.7763
2019-02-13 2018-12-31 13F JPMORGAN CHASE &CO COM 46625H100 41,746 41,746 4,075 1.9994
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.