JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionTexas Yale Capital Corp.
Latest Disclosed Ownership114,636 shares
Latest Disclosed Value $ 33,721,197
Texas Yale Capital Corp. reports 2.25% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Texas Yale Capital Corp. filed a 13F-HR form disclosing ownership of 114,636 shares of JPMorgan Chase & Co. (CL:JPM) valued at $33,721,197 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 112,112 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.25% 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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 114,636 2,524 2.25 33,721 -6.65 0.9568
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 112,112 1,504 1.36 36,125 3.54 1.0951
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 110,608 -437 -0.39 34,889 8.37 1.0979
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 111,045 922 0.84 32,193 19.17 1.0545
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 110,123 565 0.52 27,013 2.86 1.1092
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 109,558 70 0.06 26,262 13.76 1.0560
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 109,488 662 0.61 23,087 4.88 1.0030
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 108,826 -540 -0.49 22,011 0.48 1.0480
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 109,366 57 0.05 21,906 17.81 0.9727
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 109,309 -133 -0.12 18,593 17.15 0.8855
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 109,442 -146 -0.13 15,871 -0.42 0.7154
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 109,588 -63 -0.06 15,938 11.55 0.7496
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 109,651 101 0.09 14,289 -2.74 0.7261
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 109,550 -50 -0.05 14,691 28.26 0.8378
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 109,600 -261 -0.24 11,453 -7.42 0.7339
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 109,861 7,420 7.24 12,371 -11.41 0.7997
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 102,441 -404 -0.39 13,965 -14.25 0.7612
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 102,845 -254 -0.25 16,285 -3.50 0.8276
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 103,099 -28,211 -21.48 16,876 -17.37 0.9568
2021-08-05 2021-06-30 13F JPMORGAN CHASE COM 46625H100 131,310 415 0.32 20,424 2.50 1.1669
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 130,895 -4,635 -3.42 19,926 15.70 1.2518
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 135,530 300 0.22 17,222 32.28 1.1569
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 135,230 0 0.00 13,019 2.35 0.9984
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 135,230 -334 -0.25 12,720 4.22 1.0347
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 135,564 10,263 8.19 12,205 -30.13 1.2006
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 125,301 -3,707 -2.87 17,467 15.04 1.1974
2019-10-31 2019-09-30 13F JPMORGAN CHASE COM 46625H100 129,008 -1,000 -0.77 15,183 4.46 1.0891
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 130,008 -129,592 -49.92 14,535 -44.69 1.0842
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 259,600 129,507 99.55 26,280 106.93 1.0509
2019-02-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 130,093 2,202 1.72 12,700 -12.00 1.1465
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 127,891 5 0.00 14,431 8.29 1.1657
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 127,886 4 0.00 13,326 -5.24 1.1443
2018-05-03 2018-03-31 13F JPMORGAN CHASE COM 46625H100 127,882 -315 -0.25 14,063 2.58 1.2106
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 128,197 5 0.00 13,709 11.97 1.1803
2017-11-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 128,192 -10,589 -7.63 12,244 -3.48 1.0570
2017-08-03 2017-06-30 13F JPMORGAN CHASE COM 46625H100 138,781 520 0.38 12,685 4.45 1.1147
2017-05-03 2017-03-31 13F JPMORGAN CHASE COM 46625H100 138,261 -1,545 -1.11 12,145 0.67 1.0706
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 139,806 -1,344 -0.95 12,064 28.35 1.1399
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 141,150 -644 -0.45 9,399 6.67 0.9036
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 141,794 6 0.00 8,811 4.93 0.8756
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 141,788 -253 -0.18 8,397 -10.47 0.8643
2016-05-10 2015-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 142,041 6 0.00 9,379 8.30 0.8435
2016-02-05 2015-12-31 13F JPMORGAN CHASE COM 46625H100 148,041 9,775
2016-05-10 2015-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 142,035 -735 -0.51 8,660 -10.48 0.7918
2015-11-10 2015-09-30 13F JPMORGAN CHASE COM 46625H100 148,035 9,026
2016-05-10 2015-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 142,770 835 0.59 9,674 12.51 0.8009
2015-07-30 2015-06-30 13F JPMORGAN CHASE COM 46625H100 148,770 10,081
2016-05-10 2015-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 141,935 -7,102 -4.77 8,598 -7.82 0.6845
2015-04-16 2015-03-31 13F JPMORGAN CHASE COM 46625H100 147,935 8,962
2015-02-12 2014-12-31 13F JPMORGAN CHASE COM 46625H100 149,037 2,001 1.36 9,327 5.31 0.8071
2014-12-01 2014-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 147,036 13,995 10.52 8,857 15.54 0.8328
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 147,036 8,857
2014-08-12 2014-06-30 13F JPMORGAN CHASE COM 46625H100 133,041 -1,735 -1.29 7,666 -6.31 0.9610
2014-08-04 2014-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 134,776 7,266 5.70 8,182 9.72 1.1366
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 134,776 8,182
2014-02-11 2013-12-31 13F JPMORGAN CHASE COM 46625H100 127,510 -1,794 -1.39 7,457 11.56 1.1440
2013-11-05 2013-09-30 13F JPMORGAN CHASE COM 46625H100 129,304 5 0.00 6,684 -2.08 1.1280
2013-08-07 2013-06-30 13F JPMORGAN CHASE COM 46625H100 129,299 129,299 6,826 1.1906
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.