JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWinmill & Co. Inc
Latest Disclosed Ownership6,800 shares
Latest Disclosed Value $ 2,000,288
Winmill & Co. Inc ownership in JPM / JPMorgan Chase & Co.

On May 14, 2026 - Winmill & Co. Inc filed a 13F-HR form disclosing ownership of 6,800 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,000,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,800 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-05-14 2026-03-31 13F JPMorgan Chase COM 46625H100 6,800 0 0.00 2,000 -8.72 0.5244
2026-02-13 2025-12-31 13F JPMorgan Chase COM 46625H100 6,800 0 0.00 2,191 2.19 0.5844
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 2,145 8.78 0.5201
2025-08-01 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 1,971 18.17 0.5482
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 1,668 2.33 0.5070
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 1,630 13.75 0.5275
2024-11-14 2024-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 6,800 0 0.00 1,434 4.22 0.4825
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,800 0 1,434 0.2756
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 1,375 0.95 0.4690
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 1,362 17.82 0.3877
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 1,157 17.24 0.3708
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 986 -0.20 0.3612
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 989 11.51 0.3537
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 886 -2.74 0.3304
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 912 28.13 0.3320
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 711 -7.18 0.2815
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 766 -17.37 0.2778
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 927 -13.93 0.2821
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 1,077 -3.23 0.3103
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 1,113 5.20 0.3560
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 1,058 2.22 0.3808
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 1,035 19.79 0.3814
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 864 31.91 0.3395
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 655 2.34 0.2684
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 640 4.58 0.2567
2020-04-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 612 -35.44 0.3329
2020-01-16 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,800 0 0.00 948 18.50 0.3243
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,800 6,800 800 0.3399
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.