JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTriasima Portfolio Management inc.
Latest Disclosed Ownership20,761 shares
Latest Disclosed Value $ 6,107,055
Triasima Portfolio Management inc. reports 34.54% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - Triasima Portfolio Management inc. filed a 13F-HR form disclosing ownership of 20,761 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,107,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 31,715 shares of JPMorgan Chase & Co.. This represents a change in shares of -34.54% 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)
2026-04-24 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,761 -10,954 -34.54 6,107 -40.24 0.9232
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 31,715 3,223 11.31 10,219 13.71 1.5305
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 28,492 1,338 4.93 8,987 14.16 1.3564
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 27,154 3,796 16.25 7,872 37.41 1.4387
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 23,358 294 1.27 5,730 3.64 1.1274
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 23,064 776 3.48 5,529 17.64 1.0728
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 22,288 1,511 7.27 4,700 11.83 1.0563
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,777 300 1.47 4,202 2.46 0.3846
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,477 -2,821 -12.11 4,102 3.51 0.3447
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 23,298 -1,110 -4.55 3,963 11.95 0.3273
2023-11-14 2023-09-30 13F JPMorgan Chase JPM 46625H100 24,408 0 0.00 3,540 -24.70 0.3248
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 24,408 -637 -2.54 4,700 44.04 0.2973
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 25,045 3,305 15.20 3,264 11.94 0.2699
2023-02-21 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 21,740 -3,410 -13.56 2,915 145,650.00 0.2230
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 21,740 -3,410 3 0.2283
2023-03-10 2022-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 25,150 0 0.00 3 0.00 0.2132
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 25,150 0 2,650 1.4638
2023-03-10 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 25,150 -1,980 -7.30 3 -33.33 0.1995
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 25,150 -1,980 2,832 1.7320
2023-03-10 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 27,130 -3,345 -10.98 4 -25.00 0.1778
2022-07-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 27,130 -3,345 3,698 1.9220
2023-03-10 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 30,475 330 1.09 5 0.00 0.2328
2022-07-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 30,475 330 4,840 2.0379
2023-03-10 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 30,145 245 0.82 5 0.00 0.2634
2022-07-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 30,145 245 4,925 2.1234
2023-03-10 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 29,900 7,400 32.89 5 33.33 0.2269
2022-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 29,900 7,400 4,649 2.0277
2023-03-10 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 22,500 8,190 57.23 3 200.00 0.1727
2022-07-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 22,500 8,190 3,428 1.6569
2023-03-10 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 14,310 14,310 2 0.1035
2022-07-20 2020-12-31 13F JPMORGAN CHASE COM 46625H100 14,310 14,310 1,818 0.9667
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.