JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCardinal Capital Management
Latest Disclosed Ownership58,789 shares
Latest Disclosed Value $ 17,293,373
Cardinal Capital Management reports 0.65% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Cardinal Capital Management filed a 13F-HR form disclosing ownership of 58,789 shares of JPMorgan Chase & Co. (MX:JPM) valued at $17,293,373 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 59,174 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.65% 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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 58,789 -385 -0.65 17,293 -9.30 2.2296
2026-01-30 2025-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 59,174 18 0.03 19,067 2.19 2.5253
2025-10-23 2025-09-30 13F JPMORGAN CHASE Common Stock 46625H100 59,156 -653 -1.09 18,660 7.61 2.5793
2025-07-15 2025-06-30 13F JPMORGAN CHASE Common Stock 46625H100 59,809 4,403 7.95 17,339 27.58 2.5447
2025-04-18 2025-03-31 13F JPMORGAN CHASE Common Stock 46625H100 55,406 -1,144 -2.02 13,591 0.27 2.1048
2025-01-31 2024-12-31 13F JPMORGAN CHASE Common Stock 46625H100 56,550 -941 -1.64 13,556 11.82 2.1259
2024-10-16 2024-09-30 13F JPMORGAN CHASE Common Stock 46625H100 57,491 121 0.21 12,123 4.47 1.8859
2024-07-12 2024-06-30 13F JPMORGAN CHASE Common Stock 46625H100 57,370 -75 -0.13 11,604 0.84 1.9543
2024-07-12 2024-03-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 57,445 2,642 4.82 11,506 23.44 1.8722
2024-04-15 2024-03-31 13F JPMORGAN CHASE Common Stock 46625H100 57,445 2,642 11,506 1.8722
2024-07-12 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 54,803 -248 -0.45 9,322 16.76 1.7652
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 54,803 -248 9,322 1.7652
2024-07-12 2023-09-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 55,051 526 0.96 7,983 0.67 1.6251
2023-10-16 2023-09-30 13F JPMORGAN CHASE Common Stock 46625H100 55,051 526 7,983 1.6251
2024-07-12 2023-06-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 54,525 315 0.58 7,930 12.26 1.5970
2023-07-12 2023-06-30 13F JPMORGAN CHASE Common Stock 46625H100 54,525 315 7,930 1.5970
2023-04-19 2023-03-31 13F JPMORGAN CHASE Common Stock 46625H100 54,210 282 0.52 7,064 -2.31 1.4657
2023-01-23 2022-12-31 13F J. P. Morgan Chase COM 46625H100 53,928 399 0.75 7,232 29.26 1.5393
2022-10-24 2022-09-30 13F J. P. Morgan Chase Common Stock 46625H100 53,529 1,165 2.22 5,594 -5.14 1.3240
2022-08-04 2022-06-30 13F J. P. Morgan Chase Common Stock 46625H100 52,364 800 1.55 5,897 -16.10 1.3493
2022-04-21 2022-03-31 13F J. P. Morgan Chase Common Stock 46625H100 51,564 1,428 2.85 7,029 -11.46 1.4219
2022-01-18 2021-12-31 13F J. P. Morgan Chase Common Stock 46625H100 50,136 -253 -0.50 7,939 -3.75 1.5722
2021-10-21 2021-09-30 13F J. P. Morgan Chase Common Stock 46625H100 50,389 -791 -1.55 8,248 3.61 1.7858
2021-07-14 2021-06-30 13F J. P. Morgan Chase Common Stock 46625H100 51,180 -2 -0.00 7,961 2.18 1.6807
2021-04-19 2021-03-31 13F J. P. Morgan Chase Common Stock 46625H100 51,182 -132 -0.26 7,791 19.49 1.7179
2021-02-01 2020-12-31 13F J. P. Morgan Chase Common Stock 46625H100 51,314 250 0.49 6,520 32.63 1.5437
2020-10-16 2020-09-30 13F J. P. Morgan Chase Common Stock 46625H100 51,064 365 0.72 4,916 3.10 1.3544
2020-07-16 2020-06-30 13F J. P. Morgan Chase Common Stock 46625H100 50,699 154 0.30 4,768 4.79 1.3719
2020-04-20 2020-03-31 13F J. P. Morgan Chase Common Stock 46625H100 50,545 -1,587 -3.04 4,550 -37.39 1.5028
2020-01-21 2019-12-31 13F J. P. Morgan Chase Common Stock 46625H100 52,132 -1,250 -2.34 7,267 15.68 1.8870
2019-10-18 2019-09-30 13F J. P. Morgan Chase Common Stock 46625H100 53,382 -479 -0.89 6,282 4.32 1.7352
2019-07-08 2019-06-30 13F J. P. Morgan Chase Common Stock 46625H100 53,861 -307 -0.57 6,022 9.83 1.7089
2019-04-11 2019-03-31 13F J. P. Morgan Chase Common Stock 46625H100 54,168 -78 -0.14 5,483 3.55 1.5666
2019-01-15 2018-12-31 13F J. P. Morgan Chase Common Stock 46625H100 54,246 243 0.45 5,295 -13.10 1.7453
2018-10-25 2018-09-30 13F J. P. Morgan Chase Common Stock 46625H100 54,003 -1,224 -2.22 6,093 5.87 1.7241
2018-07-25 2018-06-30 13F J. P. Morgan Chase Common Stock 46625H100 55,227 -1,000 -1.78 5,755 -6.92 1.7421
2018-04-24 2018-03-31 13F J. P. Morgan Chase Common Stock 46625H100 56,227 -1,247 -2.17 6,183 0.60 1.9426
2018-02-01 2017-12-31 13F J. P. Morgan Chase Common Stock 46625H100 57,474 -693 -1.19 6,146 10.64 1.8599
2017-10-24 2017-09-30 13F J. P. Morgan Chase COM 46625H100 58,167 -1,021 -1.73 5,555 2.68 1.7536
2017-07-27 2017-06-30 13F J. P. Morgan Chase Common Stock 46625H100 59,188 1,976 3.45 5,410 7.64 1.7886
2017-04-25 2017-03-31 13F J. P. Morgan Chase Common Stock 46625H100 57,212 -445 -0.77 5,026 1.03 1.8189
2017-02-17 2016-12-31 13F/A-1 J. P. Morgan Chase Common Stock 46625H100 57,657 -326 -0.56 4,975 28.85 1.8944
2017-01-23 2016-12-31 13F J. P. Morgan Chase Common Stock 46625H100 57,657 4,975
2016-11-02 2016-09-30 13F J. P. Morgan Chase Common Stock 46625H100 57,983 1,300 2.29 3,861 9.63 1.5143
2016-07-27 2016-06-30 13F J. P. Morgan Chase Common Stock 46625H100 56,683 -115 -0.20 3,522 4.70 1.4318
2016-04-21 2016-03-31 13F J. P. Morgan Chase Common Stock 46625H100 56,798 132 0.23 3,364 -10.10 1.4128
2016-01-29 2015-12-31 13F J. P. Morgan Chase Common Stock 46625H100 56,666 -895 -1.55 3,742 6.64 1.6710
2015-10-23 2015-09-30 13F J. P. Morgan Chase Common Stock 46625H100 57,561 -23 -0.04 3,509 -10.07 1.6406
2015-08-03 2015-06-30 13F J. P. Morgan Chase Common Stock 46625H100 57,584 2,140 3.86 3,902 16.17 1.7043
2015-04-24 2015-03-31 13F J. P. Morgan Chase Common Stock 46625H100 55,444 55,444 3,359 1.4186
2015-01-28 2014-12-31 13F J. P. Morgan Chase Common Stock 46625H100 0 -55,448 -100.00 0 -100.00
2014-10-24 2014-09-30 13F J. P. Morgan Chase Common Stock 46625H100 55,448 1,010 1.86 3,340 6.47 1.5887
2014-07-22 2014-06-30 13F J. P. Morgan Chase Common Stock 46625H100 54,438 1,147 2.15 3,137 -3.03 1.5556
2014-04-25 2014-03-31 13F J. P. Morgan Chase Common Stock 46625H100 53,291 -3,093 -5.49 3,235 -1.88 1.6644
2014-01-24 2013-12-31 13F J. P. Morgan Chase Common Stock 46625H100 56,384 -1,268 -2.20 3,297 10.64 1.6898
2013-10-28 2013-09-30 13F J. P. Morgan Chase Common Stock 46625H100 57,652 326 0.57 2,980 -1.52 1.6917
2013-07-24 2013-06-30 13F J. P. Morgan Chase Common Stock 46625H100 57,326 57,326 3,026 1.7911
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.