JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNeville Rodie & Shaw Inc
Latest Disclosed Ownership130,442 shares
Latest Disclosed Value $ 38,371
Neville Rodie & Shaw Inc reports 0.77% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 1, 2026 - Neville Rodie & Shaw Inc filed a 13F-HR form disclosing ownership of 130,442 shares of JPMorgan Chase & Co. (MX:JPM) valued at $38,371 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 131,459 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.77% 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)
2026-04-01 2026-03-31 13F J P MORGAN CHASE COM 46625H100 130,442 -1,017 -0.77 38 -9.52 1.6257
2026-01-06 2025-12-31 13F J P MORGAN CHASE COM 46625H100 131,459 -1,934 -1.45 42 0.00 2.9907
2025-10-01 2025-09-30 13F J P MORGAN CHASE COM 46625H100 133,393 1,864 1.42 42 10.53 3.0419
2025-07-02 2025-06-30 13F J P MORGAN CHASE COM 46625H100 131,529 -3,193 -2.37 38 15.15 2.8296
2025-04-01 2025-03-31 13F J P MORGAN CHASE COM 46625H100 134,722 -6,459 -4.57 33 0.00 2.5876
2025-01-06 2024-12-31 13F J P MORGAN CHASE COM 46625H100 141,181 4,181 3.05 34 17.86 2.4679
2024-10-01 2024-09-30 13F J P MORGAN CHASE COM 46625H100 137,000 -6,898 -4.79 29 -3.45 2.1263
2024-07-01 2024-06-30 13F J P MORGAN CHASE COM 46625H100 143,898 -821 -0.57 29 3.57 2.2083
2024-04-09 2024-03-31 13F J P MORGAN CHASE COM 46625H100 144,719 2,625 1.85 29 16.67 2.2129
2024-01-02 2023-12-31 13F J P MORGAN CHASE COM 46625H100 142,094 3,552 2.56 24 20.00 1.9764
2023-10-10 2023-09-30 13F J P MORGAN CHASE COM 46625H100 138,542 -344 -0.25 20 0.00 1.7922
2023-07-06 2023-06-30 13F J P MORGAN CHASE COM 46625H100 138,886 -651 -0.47 20 11.11 1.7386
2023-04-04 2023-03-31 13F J P MORGAN CHASE COM 46625H100 139,537 -3,079 -2.16 18 -5.26 1.6475
2023-01-03 2022-12-31 13F J P MORGAN CHASE COM 46625H100 142,616 5,151 3.75 19 -99.87 1.7963
2022-10-04 2022-09-30 13F J P MORGAN CHASE COM 46625H100 137,465 -10,796 -7.28 14,365 -13.96 1.4126
2022-07-06 2022-06-30 13F J P MORGAN CHASE COM 46625H100 148,261 -4,047 -2.66 16,696 -18.98 1.4948
2022-04-05 2022-03-31 13F J P MORGAN CHASE COM 46625H100 152,308 3,515 2.36 20,608 -12.53 1.5317
2022-01-05 2021-12-31 13F J P MORGAN CHASE COM 46625H100 148,793 1,700 1.16 23,561 -2.14 1.6695
2021-10-06 2021-09-30 13F J P MORGAN CHASE COM 46625H100 147,093 2,055 1.42 24,077 6.73 1.8713
2021-07-06 2021-06-30 13F J P MORGAN CHASE COM 46625H100 145,038 -859 -0.59 22,559 1.57 1.7377
2021-04-08 2021-03-31 13F J P MORGAN CHASE COM 46625H100 145,897 6,790 4.88 22,210 25.65 1.8398
2021-03-04 2020-12-31 13F J P MORGAN CHASE COM 46625H100 139,107 -6,261 -4.31 17,676 26.31 1.5308
2020-10-01 2020-09-30 13F J P MORGAN CHASE COM 46625H100 145,368 3,555 2.51 13,994 4.91 1.3205
2020-07-15 2020-06-30 13F J P MORGAN CHASE COM 46625H100 141,813 -27,821 -16.40 13,339 -12.66 1.3778
2020-04-01 2020-03-31 13F/A-1 J P MORGAN CHASE COM 46625H100 169,634 -1,311 -0.77 15,272 -35.91 1.8595
2020-04-01 2020-03-31 13F J P MORGAN CHASE COM 46625H100 170,945 0 23,830 1,339,875.0874
2020-01-08 2019-12-31 13F J P MORGAN CHASE COM 46625H100 170,945 3,065 1.83 23,830 20.61 2.3371
2019-10-02 2019-09-30 13F J P MORGAN CHASE COM 46625H100 167,880 3,060 1.86 19,758 7.22 2.0910
2019-07-01 2019-06-30 13F J P MORGAN CHASE COM 46625H100 164,820 7,259 4.61 18,427 15.53 1.9506
2019-04-08 2019-03-31 13F J P MORGAN CHASE COM 46625H100 157,561 -22,095 -12.30 15,950 -9.06 1.6905
2019-01-03 2018-12-31 13F J P MORGAN CHASE COM 46625H100 179,656 -16,655 -8.48 17,539 -20.82 2.1281
2018-10-09 2018-09-30 13F J P MORGAN CHASE COM 46625H100 196,311 -833 -0.42 22,152 7.83 2.1869
2018-07-03 2018-06-30 13F J P MORGAN CHASE COM 46625H100 197,144 14,780 8.10 20,543 2.43 2.1668
2018-04-12 2018-03-31 13F J P MORGAN CHASE COM 46625H100 182,364 34,177 23.06 20,055 26.55 2.2111
2018-01-03 2017-12-31 13F J P MORGAN CHASE COM 46625H100 148,187 16,044 12.14 15,847 25.56 1.6703
2017-10-03 2017-09-30 13F J P MORGAN CHASE COM 46625H100 132,143 13,515 11.39 12,621 16.41 1.4068
2017-07-03 2017-06-30 13F J P MORGAN CHASE COM 46625H100 118,628 292 0.25 10,842 4.30 1.2377
2017-05-09 2017-03-31 13F J P MORGAN CHASE COM 46625H100 118,336 1,334 1.14 10,395 2.96 1.1903
2017-01-27 2016-12-31 13F J P MORGAN CHASE COM 46625H100 117,002 -175 -0.15 10,096 29.39 1.1903
2016-10-27 2016-09-30 13F J P MORGAN CHASE COM 46625H100 117,177 -614 -0.52 7,803 6.61 0.9184
2016-07-13 2016-06-30 13F J P MORGAN CHASE COM 46625H100 117,791 -1,950 -1.63 7,319 3.22 0.8766
2016-04-14 2016-03-31 13F J P MORGAN CHASE COM 46625H100 119,741 -3,514 -2.85 7,091 -12.87 0.8616
2016-01-22 2015-12-31 13F J P MORGAN CHASE COM 46625H100 123,255 -1,400 -1.12 8,138 7.08 0.9782
2015-10-06 2015-09-30 13F J P MORGAN CHASE COM 46625H100 124,655 -2,180 -1.72 7,600 -11.57 0.9314
2015-07-17 2015-06-30 13F J P MORGAN CHASE COM 46625H100 126,835 164 0.13 8,594 11.99 0.9418
2015-04-09 2015-03-31 13F J P MORGAN CHASE COM 46625H100 126,671 -2,876 -2.22 7,674 -5.34 0.7975
2015-01-09 2014-12-31 13F J P MORGAN CHASE COM 46625H100 129,547 -4,358 -3.25 8,107 0.50 0.8206
2014-10-10 2014-09-30 13F J P MORGAN CHASE COM 46625H100 133,905 -73 -0.05 8,067 4.49 0.7953
2014-07-10 2014-06-30 13F J P MORGAN CHASE COM 46625H100 133,978 -1,315 -0.97 7,720 -6.00 0.7751
2014-04-08 2014-03-31 13F J P MORGAN CHASE COM 46625H100 135,293 2,556 1.93 8,213 5.81 0.8890
2014-01-13 2013-12-31 13F J P MORGAN CHASE COM 46625H100 132,737 75 0.06 7,762 13.20 0.8398
2013-10-10 2013-09-30 13F J P MORGAN CHASE COM 46625H100 132,662 4,378 3.41 6,857 1.24 0.7987
2014-01-13 2013-06-30 13F/A-1 J P MORGAN CHASE COM 46625H100 128,284 128,284 6,773 0.8199
2013-07-03 2013-06-30 13F J P MORGAN CHASE COM 46625H100 128,284 6,773
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.