JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTerril Brothers, Inc.
Latest Disclosed Ownership9,425 shares
Latest Disclosed Value $ 2,772,458
Terril Brothers, Inc. reports 2.01% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Terril Brothers, Inc. filed a 13F-HR form disclosing ownership of 9,425 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,772,458 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 9,618 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.01% 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)
2026-05-06 2026-03-31 13F JP MORGAN CHASE COM 46625H100 9,425 -193 -2.01 2,772 -10.55 0.7579
2026-02-09 2025-12-31 13F JP MORGAN CHASE COM 46625H100 9,618 0 0.00 3,099 2.18 0.8124
2025-11-14 2025-09-30 13F JP MORGAN CHASE COM 46625H100 9,618 -15 -0.16 3,034 8.63 0.9189
2025-08-04 2025-06-30 13F JP MORGAN CHASE COM 46625H100 9,633 50 0.52 2,793 18.81 1.0516
2025-05-13 2025-03-31 13F JP MORGAN CHASE COM 46625H100 9,583 349 3.78 2,351 6.19 0.8723
2025-02-05 2024-12-31 13F JP MORGAN CHASE COM 46625H100 9,234 179 1.98 2,213 15.92 0.6323
2024-11-04 2024-09-30 13F JP MORGAN CHASE COM 46625H100 9,055 90 1.00 1,909 5.30 0.6321
2024-08-09 2024-06-30 13F JP MORGAN CHASE COM 46625H100 8,965 -150 -1.65 1,813 -0.66 0.6511
2024-04-29 2024-03-31 13F JP MORGAN CHASE COM 46625H100 9,115 -229 -2.45 1,826 14.85 0.6282
2024-02-02 2023-12-31 13F JP MORGAN CHASE COM 46625H100 9,344 2,500 36.53 1,589 60.18 0.5634
2023-11-08 2023-09-30 13F JP MORGAN CHASE COM 46625H100 6,844 329 5.05 993 4.75 0.4808
2023-08-04 2023-06-30 13F JP MORGAN CHASE COM 46625H100 6,515 147 2.31 948 14.23 0.4182
2023-05-08 2023-03-31 13F JP MORGAN CHASE COM 46625H100 6,368 -4,205 -39.77 830 -41.50 0.3899
2023-01-31 2022-12-31 13F JP MORGAN CHASE COM 46625H100 10,573 0 0.00 1,418 28.24 0.6944
2022-11-01 2022-09-30 13F JP MORGAN CHASE COM 46625H100 10,573 0 0.00 1,105 -7.22 0.3344
2022-08-04 2022-06-30 13F JP MORGAN CHASE COM 46625H100 10,573 -3,309 -23.84 1,191 -37.05 0.4005
2022-05-10 2022-03-31 13F JP MORGAN CHASE COM 46625H100 13,882 -10,253 -42.48 1,892 -50.50 0.3862
2022-02-07 2021-12-31 13F JP MORGAN CHASE COM 46625H100 24,135 -381 -1.55 3,822 -4.76 0.8402
2021-10-29 2021-09-30 13F JP MORGAN CHASE COM 46625H100 24,516 -8,902 -26.64 4,013 -22.80 0.9918
2021-07-27 2021-06-30 13F JP MORGAN CHASE COM 46625H100 33,418 -883 -2.57 5,198 -0.46 1.2177
2021-04-23 2021-03-31 13F JP MORGAN CHASE COM 46625H100 34,301 0 0.00 5,222 19.80 1.3288
2021-01-28 2020-12-31 13F JP MORGAN CHASE COM 46625H100 34,301 -1,200 -3.38 4,359 27.53 1.1543
2020-10-28 2020-09-30 13F JP MORGAN CHASE COM 46625H100 35,501 0 0.00 3,418 2.37 1.0494
2020-08-04 2020-06-30 13F JP MORGAN CHASE COM 46625H100 35,501 -490 -1.36 3,339 3.06 1.0992
2020-05-12 2020-03-31 13F JP MORGAN CHASE COM 46625H100 35,991 490 1.38 3,240 -34.53 1.4067
2020-02-05 2019-12-31 13F JP MORGAN CHASE COM 46625H100 35,501 -6,751 -15.98 4,949 -0.48 1.7445
2019-10-25 2019-09-30 13F JP MORGAN CHASE COM 46625H100 42,252 -750 -1.74 4,973 3.43 1.6779
2019-08-05 2019-06-30 13F JP MORGAN CHASE COM 46625H100 43,002 -250 -0.58 4,808 9.82 1.5333
2019-04-29 2019-03-31 13F JP MORGAN CHASE COM 46625H100 43,252 -2,800 -6.08 4,378 -2.62 1.3814
2019-02-07 2018-12-31 13F JP MORGAN CHASE COM 46625H100 46,052 -205 -0.44 4,496 -13.87 1.6129
2018-10-23 2018-09-30 13F JP MORGAN CHASE COM 46625H100 46,257 -2,500 -5.13 5,220 2.76 1.6092
2018-08-03 2018-06-30 13F JP MORGAN CHASE COM 46625H100 48,757 0 0.00 5,080 -5.26 1.5620
2018-05-02 2018-03-31 13F JP MORGAN CHASE COM 46625H100 48,757 -1,000 -2.01 5,362 0.77 1.6277
2018-01-23 2017-12-31 13F JP MORGAN CHASE COM 46625H100 49,757 -31,922 -39.08 5,321 -31.79 1.6389
2017-11-07 2017-09-30 13F JP MORGAN CHASE COM 46625H100 81,679 -157 -0.19 7,801 4.29 2.4982
2017-07-27 2017-06-30 13F JP MORGAN CHASE COM 46625H100 81,836 471 0.58 7,480 4.66 2.6611
2017-05-12 2017-03-31 13F JP MORGAN CHASE COM 46625H100 81,365 230 0.28 7,147 2.09 2.5238
2017-02-10 2016-12-31 13F JP MORGAN CHASE COM 46625H100 81,135 -31,104 -27.71 7,001 -6.33 2.4405
2016-11-14 2016-09-30 13F JP MORGAN CHASE COM 46625H100 112,239 -61 -0.05 7,474 7.11 3.9516
2016-08-10 2016-06-30 13F JP MORGAN CHASE COM 46625H100 112,300 -550 -0.49 6,978 4.41 3.0859
2016-05-11 2016-03-31 13F JP MORGAN CHASE COM 46625H100 112,850 18,800 19.99 6,683 7.05 3.5945
2016-02-11 2015-12-31 13F JP MORGAN CHASE COM 46625H100 94,050 -6,143 -6.13 6,243 2.19 2.6082
2015-11-10 2015-09-30 13F JP MORGAN CHASE COM 46625H100 100,193 2,459 2.52 6,109 -7.33 1.9780
2015-08-12 2015-06-30 13F JP MORGAN CHASE COM 46625H100 97,734 -2,086 -2.09 6,592 8.33 2.0372
2015-05-14 2015-03-31 13F JP MORGAN CHASE COM 46625H100 99,820 99,820 0.00 6,085 1.9823
2015-02-05 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -101,481 -100.00 0 -100.00
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 101,481 101,481 6,133 2.1182
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.