JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWallace Capital Management Inc.
Latest Disclosed Ownership2,390 shares
Latest Disclosed Value $ 703,182
Wallace Capital Management Inc. reports 1.24% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Wallace Capital Management Inc. filed a 13F-HR form disclosing ownership of 2,390 shares of JPMorgan Chase & Co. (MX:JPM) valued at $703,182 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,420 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.24% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,390 -30 -1.24 703 -9.76 0.0807
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,420 110 4.76 780 7.01 0.0939
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,310 -73 -3.06 729 5.51 0.0906
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,383 -100 -4.03 691 13.30 0.0941
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,483 -12 -0.48 609 1.84 0.0780
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,495 262 11.73 598 27.23 0.0817
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,233 102 4.79 471 9.05 0.0638
2024-08-16 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,131 250 13.29 431 14.63 0.0625
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,131 250 431 0.0622
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,881 402 27.18 377 49.80 0.0514
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,479 -400 -21.29 252 -7.72 0.0374
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,879 0 0.00 272 -0.37 0.0418
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,879 0 0.00 273 11.89 0.0422
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,879 -125 -6.24 245 -8.96 0.0401
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,004 -58 -2.81 269 24.65 0.0421
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,062 0 0.00 215 -10.04 0.0358
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,062 0 0.00 239 -3.63 0.0360
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,062 0 0.00 248 -24.16 0.0374
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,062 358 21.01 327 17.20 0.0458
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,704 -50 -2.85 279 2.20 0.0379
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,754 0 0.00 273 2.25 0.0358
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,754 0 0.00 267 19.73 0.0350
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,754 1,754 223 0.0339
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,501 -100.00 0 -100.00
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,501 -106 -6.60 209 10.58 0.0287
2019-11-14 2019-09-30 13F JPMorgan Chase COM 46625H100 1,607 -1,000 -38.36 189 -35.05 0.0248
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,607 1 0.04 291 10.23 0.0383
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,606 195 8.09 264 12.34 0.0365
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,411 0 0.00 235 -13.60 0.0341
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,411 0 0.00 272 8.37 0.0346
2018-08-28 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,411 0 0.00 251 -5.28 0.0334
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,411 0 251
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,411 0 0.00 265 2.71 0.0378
2018-02-14 2017-12-31 13F JPMorgan Chase COM 46625H100 2,411 0 0.00 258 12.17 0.0393
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,411 0 0.00 230 4.55 0.0369
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 2,411 73 3.12 220 7.32 0.0351
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 2,338 -130 -5.27 205 -3.76 0.0351
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 2,468 2,468 0.00 213 0.0386
2015-05-14 2015-03-31 13F JP Morgan Chase COM 46625H100 0 -3,294 -100.00 0 -100.00
2015-02-17 2014-12-31 13F JP Morgan Chase COM 46625H100 3,294 3,294 206 0.0395
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.