JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionHartland & Co., LLC
Latest Disclosed Ownership289,929 shares
Latest Disclosed Value $ 85,285,455
Hartland & Co., LLC reports 11.54% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Hartland & Co., LLC filed a 13F-HR form disclosing ownership of 289,929 shares of JPMorgan Chase & Co. (CH:JPM) valued at $85,285,455 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 259,932 shares of JPMorgan Chase & Co.. This represents a change in shares of 11.54% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 289,929 29,997 11.54 85,285 1.83 0.7790
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 259,932 3,014 1.17 83,755 3.35 1.0557
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 256,918 -7,267 -2.75 81,040 5.81 1.0636
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 264,185 11,416 4.52 76,590 23.52 1.0759
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 252,769 -1,344 -0.53 62,004 1.79 0.9619
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 254,113 3,708 1.48 60,914 15.37 0.9241
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 250,405 1,538 0.62 52,800 4.90 0.8191
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 248,867 130,904 110.97 50,336 114.72 0.8588
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 117,963 -2,549 -2.12 23,443 14.36 1.1605
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 120,512 2,987 2.54 20,499 20.28 1.0879
2023-11-13 2023-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 117,525 1,873 1.62 17,044 1.33 1.0470
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 122,803 7,151 17,809 0.9795
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 115,652 15,498 15.47 16,820 28.88 1.0195
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 100,154 1,457 1.48 13,051 -1.39 0.9499
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 98,697 -305 -0.31 13,235 27.92 1.0367
2022-11-15 2022-09-30 13F JPMORGAN CHASE COM 46625H100 99,002 -1,912 -1.89 10,346 -8.96 0.9532
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 100,914 3,248 3.33 11,364 -14.65 0.8857
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 97,666 5,421 5.88 13,314 -8.85 0.9033
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 92,245 -106,492 -53.58 14,607 -55.10 0.9933
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 198,737 228 0.11 32,531 5.36 2.4268
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 198,509 -490 -0.25 30,876 1.92 2.3761
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 198,999 4,922 2.54 30,294 22.84 2.5240
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 194,077 4,309 2.27 24,661 34.99 2.2426
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 189,768 4,507 2.43 18,269 4.84 1.9582
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 185,261 3,038 1.67 17,426 6.22 2.0152
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 182,223 -839 -0.46 16,406 -35.71 2.3888
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 183,062 125 0.07 25,519 18.53 3.0966
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 182,937 523 0.29 21,530 5.57 2.8813
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 182,414 4,453 2.50 20,394 13.21 2.7162
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 177,961 54 0.03 18,015 3.73 2.4846
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 177,907 422 0.24 17,367 -13.28 2.7049
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 177,485 1,690 0.96 20,027 9.34 2.7463
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 175,795 -175 -0.10 18,317 -5.35 2.6124
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 175,970 791 0.45 19,352 3.30 2.8044
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 175,179 1,363 0.78 18,733 12.84 2.5393
2017-11-09 2017-09-30 13F JPMORGAN CHASE COM 46625H100 173,816 -3,287 -1.86 16,601 2.55 2.1619
2017-08-03 2017-06-30 13F JPMORGAN CHASE COM 46625H100 177,103 6,807 4.00 16,188 8.22 2.3646
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 170,296 111,873 191.49 14,958 196.73 2.1735
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 58,423 58,423 5,041 0.8157
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.