JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHallmark Capital Management Inc
Latest Disclosed Ownership20,496 shares
Latest Disclosed Value $ 6,029,234
Hallmark Capital Management Inc reports 2.65% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Hallmark Capital Management Inc filed a 13F-HR form disclosing ownership of 20,496 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,029,234 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 21,055 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.65% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 20,496 -559 -2.65 6,029 -11.13 0.3882
2026-02-04 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 21,055 -639 -2.95 6,784 -0.86 0.4347
2025-11-03 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 21,694 -12 -0.06 6,843 8.76 0.4524
2025-08-06 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 21,706 -322 -1.46 6,293 16.45 0.4525
2025-05-07 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 22,028 -874 -3.82 5,404 -1.57 0.4099
2025-01-31 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 22,902 -2,961 -11.45 5,490 0.66 0.4103
2024-11-06 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 25,863 -1,938 -6.97 5,453 -3.01 0.4041
2024-08-08 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 27,801 -2,322 -7.71 5,623 -6.81 0.4479
2024-05-03 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 30,123 -3,690 -10.91 6,034 4.90 0.4546
2024-02-07 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 33,813 -1,070 -3.07 5,752 13.70 0.4485
2023-11-09 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 34,883 -1,399 -3.86 5,059 -4.13 0.4216
2023-07-28 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 36,282 -3,124 -7.93 5,277 2.75 0.4739
2023-05-03 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 39,406 229 0.58 5,135 -2.25 0.4670
2023-02-01 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 39,177 -5,377 -12.07 5,254 12.82 0.4878
2022-11-09 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 44,554 -1,867 -4.02 4,656 -10.92 0.4647
2022-11-16 2022-06-30 13F/A-3 JPMORGAN CHASE & CO COM Stock 46625H100 46,421 -57 -0.12 5,227 -17.49 0.4893
2022-08-01 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 46,422 -56 5,228 0.4895
2022-05-02 2022-03-31 13F J P MORGAN CHASE COM 46625H100 46,478 1,309 2.90 6,335 -11.42 0.5295
2022-02-02 2021-12-31 13F J P MORGAN CHASE COM 46625H100 45,169 -753 -1.64 7,152 -4.86 0.5737
2021-11-01 2021-09-30 13F J P MORGAN CHASE COM 46625H100 45,922 -703 -1.51 7,517 3.65 0.6555
2021-08-03 2021-06-30 13F J P MORGAN CHASE COM 46625H100 46,625 1,194 2.63 7,252 4.86 0.6133
2021-04-22 2021-03-31 13F J P MORGAN CHASE COM 46625H100 45,431 211 0.47 6,916 20.36 0.6214
2021-02-02 2020-12-31 13F J P MORGAN CHASE COM 46625H100 45,220 -663 -1.44 5,746 30.09 0.5621
2020-11-03 2020-09-30 13F J P MORGAN CHASE COM 46625H100 45,883 -2,773 -5.70 4,417 -3.47 0.4862
2020-07-28 2020-06-30 13F J P MORGAN CHASE COM 46625H100 48,656 448 0.93 4,576 5.44 0.5129
2020-04-24 2020-03-31 13F J P MORGAN CHASE COM 46625H100 48,208 2,347 5.12 4,340 -32.11 0.5635
2020-01-31 2019-12-31 13F J P MORGAN CHASE COM 46625H100 45,861 525 1.16 6,393 19.81 0.6391
2019-11-01 2019-09-30 13F J P MORGAN CHASE COM 46625H100 45,336 -947 -2.05 5,336 3.11 0.5666
2019-08-08 2019-06-30 13F J P MORGAN CHASE COM 46625H100 46,283 780 1.71 5,175 12.33 0.5493
2019-05-09 2019-03-31 13F MORGAN, J P CHASE COM 46625H100 45,503 977 2.19 4,607 5.98 0.5024
2019-02-08 2018-12-31 13F MORGAN, J P CHASE COM 46625H100 44,526 11,167 33.48 4,347 15.49 0.5681
2018-10-26 2018-09-30 13F MORGAN, J P CHASE COM 46625H100 33,359 3,511 11.76 3,764 21.03 0.4448
2018-08-02 2018-06-30 13F MORGAN, J P CHASE COM 46625H100 29,848 -2,255 -7.02 3,110 -11.92 0.3797
2018-04-27 2018-03-31 13F MORGAN, J P CHASE COM 46625H100 32,103 -1,772 -5.23 3,531 -2.51 0.4294
2018-01-24 2017-12-31 13F MORGAN, J P CHASE COM 46625H100 33,875 -1,602 -4.52 3,622 6.88 0.4357
2017-10-30 2017-09-30 13F MORGAN, J P CHASE COM 46625H100 35,477 -1,815 -4.87 3,389 -0.59 0.4261
2017-07-13 2017-06-30 13F MORGAN, J P CHASE COM 46625H100 37,292 -2,914 -7.25 3,409 -3.48 0.4568
2017-05-12 2017-03-31 13F MORGAN, J P CHASE COM 46625H100 40,206 642 1.62 3,532 3.43 0.4689
2017-02-13 2016-12-31 13F MORGAN, J P CHASE COM 46625H100 39,564 -773 -1.92 3,415 27.14 0.4883
2016-11-09 2016-09-30 13F MORGAN, J P CHASE COM 46625H100 40,337 1,997 5.21 2,686 12.72 0.3948
2016-08-05 2016-06-30 13F MORGAN, J P CHASE COM 46625H100 38,340 13,332 53.31 2,383 60.90 0.3632
2016-05-06 2016-03-31 13F MORGAN, J P CHASE COM 46625H100 25,008 6,375 34.21 1,481 20.31 0.2501
2016-02-05 2015-12-31 13F MORGAN, J P CHASE COM 46625H100 18,633 -57 -0.30 1,231 8.08 0.2208
2015-10-30 2015-09-30 13F MORGAN, J P CHASE COM 46625H100 18,690 -650 -3.36 1,139 -13.05 0.2073
2015-07-30 2015-06-30 13F MORGAN, J P CHASE COM 46625H100 19,340 -1,750 -8.30 1,310 2.50 0.2277
2015-05-06 2015-03-31 13F MORGAN, J P CHASE COM 46625H100 21,090 -158 -0.74 1,278 -3.91 0.2200
2015-02-06 2014-12-31 13F MORGAN, J P CHASE COM 46625H100 21,248 1,904 9.84 1,330 14.16 0.2377
2014-11-05 2014-09-30 13F MORGAN, J P CHASE COM 46625H100 19,344 -316 -1.61 1,165 2.82 0.2231
2014-08-04 2014-06-30 13F MORGAN, J P CHASE COM 46625H100 19,660 2,495 14.54 1,133 8.73 0.2152
2014-05-07 2014-03-31 13F MORGAN, J P CHASE COM 46625H100 17,165 535 3.22 1,042 7.09 0.2081
2014-02-07 2013-12-31 13F MORGAN, J P CHASE COM 46625H100 16,630 810 5.12 973 18.95 0.1998
2013-11-01 2013-09-30 13F MORGAN, J P CHASE COM 46625H100 15,820 -1,508 -8.70 818 -10.50 0.1786
2013-08-06 2013-06-30 13F MORGAN, J P CHASE COM 46625H100 17,328 17,328 914 0.2073
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.