SEC 13F Intelligence

Thoroughbred Financial Services, LLC / JPM

Thoroughbred Financial Services, LLC’s Jpmorgan Chase & Co Position

Does Thoroughbred Financial Services, LLC own Jpmorgan Chase & Co (JPM)? Yes78.7K shares worth $23M (+1.38% of its 13F portfolio) as of Q1 2026, down from 78.9K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
78.7K
% of Portfolio
+1.38%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $6MQ4 ’22: $8MQ4 ’22Q1 ’23: $8MQ2 ’23: $9MQ3 ’23: $14MQ4 ’23: $17MQ4 ’23Q1 ’24: $14MQ2 ’24: $20MQ3 ’24: $21MQ4 ’24: $24MQ4 ’24Q1 ’25: $26MQ2 ’25: $22MQ3 ’25: $24MQ4 ’25: $25MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202678.7K$23M+1.38%
Q4 202578.9K$25M+1.51%
Q3 202577.5K$24M+1.51%
Q2 202576.7K$22M+1.55%
Q1 2025104.7K$26M+1.60%
Q4 202499.8K$24M+1.46%
Q3 202498.6K$21M+1.34%
Q2 202499.5K$20M+1.35%
Q1 202468.1K$14M+1.31%
Q4 202399.3K$17M+1.36%
Q3 202395.8K$14M+1.36%
Q2 202363.2K$9M+1.21%
Q1 202362.4K$8M+1.20%
Q4 202262.7K$8M+1.37%
Q3 202258.5K$6M+1.16%
Q2 202259.1K$7M+1.23%
Q1 202258.4K$8M+1.30%
Q4 202133.5K$5M+1.11%
Q3 202131.0K$5M+1.24%
Q2 202130.2K$5M+1.17%
Q1 202129.4K$4M+1.24%
Q4 202026.6K$3M+1.05%
Q3 202028.5K$3M+1.03%
Q2 202029.9K$3M+1.17%
Q1 202050.5K$5M+1.62%
Q4 201945.0K$6M+2.09%
Q3 201944.9K$5M+2.00%
Q2 201944.5K$5M+1.89%
Q1 201942.5K$4M+1.78%
Q4 201841.7K$4M+2.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thoroughbred Financial Services, LLC’s full portfolio or all institutional holders of JPM.