JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAll Terrain Financial Advisors, LLC
Latest Disclosed Ownership2,002 shares
Latest Disclosed Value $ 588,863
All Terrain Financial Advisors, LLC reports 21.61% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - All Terrain Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 2,002 shares of JPMorgan Chase & Co. (MX:JPM) valued at $588,863 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,554 shares of JPMorgan Chase & Co.. This represents a change in shares of -21.61% 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 COM 46625H100 2,002 -552 -21.61 589 -28.47 0.1385
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,554 -2,476 -49.22 823 -48.17 0.1903
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,030 -506 -9.14 1,587 -1.12 0.3972
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,536 11 0.20 1,605 18.38 0.4604
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,525 -9,997 -64.41 1,355 -63.58 0.4270
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 15,522 176 1.15 3,721 14.99 1.2182
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 15,346 -7 -0.05 3,236 4.19 1.1860
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 15,353 76 0.50 3,105 1.47 1.2311
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 15,277 -427 -2.72 3,060 14.56 1.2027
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 15,704 157 1.01 2,671 18.50 1.0072
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,547 494 3.28 2,255 2.97 0.9468
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 15,053 320 2.17 2,189 14.07 0.8299
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 14,733 -878 -5.62 1,920 -8.31 0.7886
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 15,611 147 0.95 2,093 29.52 0.9233
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 15,464 2,822 22.32 1,616 13.48 0.6956
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 12,642 1,947 18.20 1,424 -2.33 0.6062
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 10,695 -301 -2.74 1,458 -16.26 0.5886
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 10,996 -225 -2.01 1,741 -5.23 0.7106
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 11,221 248 2.26 1,837 7.62 0.8029
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,973 9,738 788.50 1,707 807.98 0.7799
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,235 1,235 188 0.0859
2020-07-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 0 -2,762 -100.00 0 -100.00
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,762 33 1.21 249 -34.47 0.1010
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,729 -13 -0.47 380 17.65 0.1236
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,742 2 0.07 323 5.56 0.1084
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,740 -1,040 -27.51 306 -20.10 0.1042
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,780 61 1.64 383 5.51 0.1326
2019-02-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,719 141 3.94 363 -10.15 0.1448
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,578 -390 -9.83 404 -2.18 0.1653
2018-08-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,968 130 3.39 413 -2.13 0.1848
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,838 1,720 81.21 422 86.73 0.1918
2018-02-15 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,118 2,118 226 0.1039
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.