JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSentinel Trust Co Lba
Latest Disclosed Ownership25,625 shares
Latest Disclosed Value $ 7,538
Sentinel Trust Co Lba reports 17.05% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Sentinel Trust Co Lba filed a 13F-HR form disclosing ownership of 25,625 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,538 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 30,893 shares of JPMorgan Chase & Co.. This represents a change in shares of -17.05% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F J P Morgan Chase COM 46625H100 25,625 -5,268 -17.05 8 -22.22 0.7488
2026-01-29 2025-12-31 13F J P Morgan Chase COM 46625H100 30,893 4 0.01 10 0.00 0.9801
2025-11-04 2025-09-30 13F J P Morgan Chase COM 46625H100 30,889 -800 -2.52 10 0.00 0.9929
2025-07-31 2025-06-30 13F J P Morgan Chase COM 46625H100 31,689 7 0.02 9 28.57 0.9977
2025-05-01 2025-03-31 13F J P Morgan Chase COM 46625H100 31,682 -964 -2.95 8 0.00 0.9168
2025-02-05 2024-12-31 13F J P Morgan Chase COM 46625H100 32,646 954 3.01 8 16.67 0.8985
2024-10-15 2024-09-30 13F J P Morgan Chase COM 46625H100 31,692 -3,300 -9.43 7 -14.29 0.7609
2024-08-13 2024-06-30 13F J P Morgan Chase COM 46625H100 34,992 18 0.05 7 0.00 0.8699
2024-05-15 2024-03-31 13F J P Morgan Chase COM 46625H100 34,974 0 0.00 7 40.00 0.9051
2024-02-13 2023-12-31 13F J P Morgan Chase COM 46625H100 34,974 0 0.00 6 0.00 0.7814
2023-11-14 2023-09-30 13F J P Morgan Chase COM 46625H100 34,974 614 1.79 5 25.00 0.7188
2023-08-03 2023-06-30 13F J P Morgan Chase COM 46625H100 34,360 -3 -0.01 5 0.00 0.6795
2023-05-05 2023-03-31 13F J P Morgan Chase COM 46625H100 34,363 13,860 67.60 4 100.00 0.6364
2023-02-07 2022-12-31 13F J P Morgan Chase COM 46625H100 20,503 -294 -1.41 3 -99.91 0.4299
2022-11-14 2022-09-30 13F J P Morgan Chase COM 46625H100 20,797 -538 -2.52 2,173 -9.57 0.3582
2022-08-10 2022-06-30 13F J P Morgan Chase COM 46625H100 21,335 -54 -0.25 2,403 -17.59 0.3703
2022-05-04 2022-03-31 13F J P Morgan Chase COM 46625H100 21,389 19,536 1,054.29 2,916 895.22 0.3505
2022-02-15 2021-12-31 13F J P Morgan Chase COM 46625H100 1,853 1,853 293 0.0358
2020-08-14 2020-06-30 13F J P Morgan Chase COM 46625H100 0 -3,523 -100.00 0 -100.00
2020-05-18 2020-03-31 13F J P Morgan Chase COM 46625H100 3,523 3,523 317 0.0995
2018-08-15 2018-06-30 13F J P Morgan Chase COM 46625H100 0 -3,503 -100.00 0 -100.00
2018-05-16 2018-03-31 13F J P Morgan Chase COM 46625H100 3,503 -10,159 -74.36 385 -73.65 0.0813
2018-02-14 2017-12-31 13F J P Morgan Chase COM 46625H100 13,662 -9,990 -42.24 1,461 -35.33 0.3035
2017-10-12 2017-09-30 13F J P Morgan Chase COM 46625H100 23,652 -3,622 -13.28 2,259 -9.39 0.3796
2017-07-19 2017-06-30 13F J P Morgan Chase COM 46625H100 27,274 4,411 19.29 2,493 24.09 0.4073
2017-05-01 2017-03-31 13F J P Morgan Chase COM 46625H100 22,863 -1,862 -7.53 2,009 -5.81 0.3177
2017-01-03 2016-12-31 13F J P Morgan Chase COM 46625H100 24,725 -45,195 -64.64 2,133 -54.19 0.3108
2016-11-14 2016-09-30 13F J P Morgan Chase COM 46625H100 69,920 595 0.86 4,656 8.10 0.6730
2016-07-18 2016-06-30 13F J P Morgan Chase COM 46625H100 69,325 -2,326 -3.25 4,307 1.48 0.6140
2016-04-13 2016-03-31 13F J P Morgan Chase COM 46625H100 71,651 -18,023 -20.10 4,244 -28.32 0.6236
2016-02-08 2015-12-31 13F J P Morgan Chase COM 46625H100 89,674 -5,741 -6.02 5,921 1.79 0.8987
2015-11-04 2015-09-30 13F J P Morgan Chase COM 46625H100 95,415 1,395 1.48 5,817 -8.70 0.8788
2015-07-08 2015-06-30 13F J P Morgan Chase COM 46625H100 94,020 -331 -0.35 6,371 11.46 1.7142
2015-04-10 2015-03-31 13F J P Morgan Chase COM 46625H100 94,351 5,570 6.27 5,716 2.88 1.5716
2015-02-12 2014-12-31 13F J P Morgan Chase COM 46625H100 88,781 5,815 7.01 5,556 11.16 1.5736
2014-11-06 2014-09-30 13F J P Morgan Chase COM 46625H100 82,966 4,370 5.56 4,998 10.36 1.2876
2014-07-28 2014-06-30 13F J P Morgan Chase COM 46625H100 78,596 6,223 8.60 4,529 3.07 1.1742
2014-04-09 2014-03-31 13F J P Morgan Chase COM 46625H100 72,373 -9,695 -11.81 4,394 -8.44 1.2298
2014-02-05 2013-12-31 13F J P Morgan Chase COM 46625H100 82,068 -8,817 -9.70 4,799 2.15 1.3278
2013-10-10 2013-09-30 13F J P Morgan Chase COM 46625H100 90,885 3,790 4.35 4,698 2.17 1.4035
2013-07-23 2013-06-30 13F J P Morgan Chase COM 46625H100 87,095 87,095 4,598 1.3813
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.