JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCulbertson A N & Co Inc
Latest Disclosed Ownership109,485 shares
Latest Disclosed Value $ 32,206,061
Culbertson A N & Co Inc reports 3.59% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Culbertson A N & Co Inc filed a 13F-HR form disclosing ownership of 109,485 shares of JPMorgan Chase & Co. (MX:JPM) valued at $32,206,061 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 113,567 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.59% 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 109,485 -4,082 -3.59 32,206 -11.99 4.1779
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 113,567 771 0.68 36,594 2.85 5.0204
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 112,796 -3,091 -2.67 35,579 5.90 5.0353
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 115,887 -2,005 -1.70 33,597 16.18 5.1583
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 117,892 45 0.04 28,919 2.37 4.6194
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 117,847 -1,875 -1.57 28,249 11.90 4.4933
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 119,722 -1,246 -1.03 25,245 3.18 4.0643
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 120,968 -2,019 -1.64 24,467 -0.68 4.2727
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 122,987 -1,834 -1.47 24,634 16.02 4.2525
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 124,821 -435 -0.35 21,232 16.89 3.9490
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 125,256 0 0.00 18,165 -0.29 3.6452
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 125,256 924 0.74 18,217 12.44 3.5204
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 124,332 1,175 0.95 16,202 -1.90 3.3093
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 123,157 -204 -0.17 16,515 28.11 3.4785
2022-10-13 2022-09-30 13F JP Morgan Chase COM 46625H100 123,361 -180 -0.15 12,891 -7.34 2.9915
2022-07-21 2022-06-30 13F JP Morgan Chase COM 46625H100 123,541 -56 -0.05 13,912 -17.43 3.0169
2022-04-19 2022-03-31 13F JP Morgan Chase COM 46625H100 123,597 15,005 13.82 16,848 -2.02 3.1714
2022-01-14 2021-12-31 13F JP Morgan Chase COM 46625H100 108,592 -1,213 -1.10 17,195 -4.33 3.2385
2021-10-22 2021-09-30 13F JP Morgan Chase COM 46625H100 109,805 1,742 1.61 17,974 6.94 3.6781
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 108,063 525 0.49 16,808 2.68 3.5010
2021-04-22 2021-03-31 13F JPMORGAN CHASE COM 46625H100 107,538 -537 -0.50 16,370 19.20 3.6040
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 108,075 -393 -0.36 13,733 31.52 3.2643
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 108,468 -6,852 -5.94 10,442 -3.73 2.7573
2020-07-24 2020-06-30 13F JPMORGAN CHASE COM 46625H100 115,320 584 0.51 10,847 5.00 2.9792
2020-04-27 2020-03-31 13F JPMORGAN CHASE COM 46625H100 114,736 -850 -0.74 10,330 -35.89 3.3419
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 115,586 -3,970 -3.32 16,113 14.51 4.1517
2019-10-28 2019-09-30 13F JPMORGAN CHASE COM 46625H100 119,556 -380 -0.32 14,071 4.94 3.8405
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 119,936 886 0.74 13,409 11.27 3.7276
2019-04-17 2019-03-31 13F JPMORGAN CHASE COM 46625H100 119,050 588 0.50 12,051 4.21 3.4733
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 118,462 -2,201 -1.82 11,564 -15.07 3.6832
2018-10-22 2018-09-30 13F JPMORGAN CHASE COM 46625H100 120,663 2,426 2.05 13,616 10.52 3.7099
2018-07-18 2018-06-30 13F JPMORGAN CHASE COM 46625H100 118,237 -15 -0.01 12,320 -5.26 3.6640
2018-04-18 2018-03-31 13F JPMORGAN CHASE COM 46625H100 118,252 -3,952 -3.23 13,004 -0.49 3.8894
2018-01-22 2017-12-31 13F JPMORGAN CHASE COM 46625H100 122,204 87 0.07 13,068 12.05 3.6852
2017-10-18 2017-09-30 13F JPMORGAN CHASE COM 46625H100 122,117 -17 -0.01 11,663 4.48 3.5594
2017-07-18 2017-06-30 13F JPMORGAN CHASE COM 46625H100 122,134 863 0.71 11,163 4.80 3.5397
2017-04-21 2017-03-31 13F JPMORGAN CHASE COM 46625H100 121,271 -923 -0.76 10,652 1.02 3.4680
2017-01-23 2016-12-31 13F JPMORGAN CHASE COM 46625H100 122,194 -364 -0.30 10,544 29.20 3.5882
2016-10-12 2016-09-30 13F JPMORGAN CHASE COM 46625H100 122,558 1,483 1.22 8,161 8.47 2.9019
2016-07-13 2016-06-30 13F JPMORGAN CHASE COM 46625H100 121,075 1,390 1.16 7,524 6.15 2.7827
2016-04-14 2016-03-31 13F JPMORGAN CHASE COM 46625H100 119,685 3,020 2.59 7,088 -7.98 2.7518
2016-01-19 2015-12-31 13F J.P. Morgan Chase COM 46625H100 116,665 3,904 3.46 7,703 12.04 3.0456
2015-10-16 2015-09-30 13F J.P. Morgan Chase COM 46625H100 112,761 1,699 1.53 6,875 -8.64 2.9008
2015-07-16 2015-06-30 13F J.P. Morgan Chase COM 46625H100 111,062 2,299 2.11 7,525 14.21 2.9344
2015-04-21 2015-03-31 13F J.P. Morgan Chase COM 46625H100 108,763 108,763 0.00 6,589 2.6233
2015-01-26 2014-12-31 13F J.P. Morgan Chase COM 46625H100 0 -101,918 -100.00 0 -100.00
2014-10-16 2014-09-30 13F J.P. Morgan Chase COM 46625H100 101,918 3,561 3.62 6,140 8.35 2.6435
2014-07-22 2014-06-30 13F J.P. Morgan Chase COM 46625H100 98,357 4,643 4.95 5,667 -0.39 2.4643
2014-04-16 2014-03-31 13F J.P. Morgan Chase COM 46625H100 93,714 4,946 5.57 5,689 9.59 2.6500
2014-01-21 2013-12-31 13F J.P. Morgan Chase COM 46625H100 88,768 -98 -0.11 5,191 13.02 2.5265
2013-10-16 2013-09-30 13F J.P. Morgan Chase COM 46625H100 88,866 931 1.06 4,593 -1.06 2.4607
2013-07-19 2013-06-30 13F J.P. Morgan Chase COM 46625H100 87,935 87,935 4,642 2.6127
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.