JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership238,214 shares
Latest Disclosed Value $ 70,073,316
Crossmark Global Holdings, Inc. reports 1.56% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 238,214 shares of JPMorgan Chase & Co. (MX:JPM) valued at $70,073,316 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 241,994 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.56% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 238,214 -3,780 -1.56 70,073 -10.13 1.0234
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 241,994 -5,973 -2.41 77,975 -0.31 1.1123
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 247,967 6,518 2.70 78,216 11.74 1.1715
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 241,449 32,514 15.56 69,999 36.58 1.1303
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 208,935 14,416 7.41 51,252 111,315.22 0.9040
2025-01-16 2024-12-31 13F J P MORGAN CHASE COM 46625H100 194,519 -19,141 -8.96 47 2.22 0.8501
2024-11-04 2024-09-30 13F J P MORGAN CHASE COM 46625H100 213,660 1,951 0.92 45 7.14 0.8035
2024-07-29 2024-06-30 13F J P MORGAN CHASE COM 46625H100 211,709 8,778 4.33 43 5.00 0.8185
2024-05-13 2024-03-31 13F J P MORGAN CHASE COM 46625H100 202,931 -5,008 -2.41 41 14.29 0.7793
2024-02-13 2023-12-31 13F J P MORGAN CHASE COM 46625H100 207,939 40,529 24.21 35 45.83 0.7339
2023-11-08 2023-09-30 13F J P MORGAN CHASE COM 46625H100 167,410 3,072 1.87 24 -4.00 0.5528
2023-07-31 2023-06-30 13F J P MORGAN CHASE COM 46625H100 164,338 13,001 8.59 26 31.58 0.5548
2023-05-12 2023-03-31 13F J P MORGAN CHASE COM 46625H100 151,337 -25 -0.02 20 -5.00 0.4641
2023-01-19 2022-12-31 13F J P MORGAN CHASE COM 46625H100 151,362 -89,659 -37.20 20 -99.92 0.5059
2022-11-01 2022-09-30 13F J P MORGAN CHASE COM 46625H100 241,021 13,711 6.03 25,187 -1.61 0.6988
2022-07-29 2022-06-30 13F J P MORGAN CHASE COM 46625H100 227,310 30,086 15.25 25,598 -4.79 0.6633
2022-05-11 2022-03-31 13F J P MORGAN CHASE COM 46625H100 197,224 -11,773 -5.63 26,885 -18.76 0.5995
2022-01-10 2021-12-31 13F J P MORGAN CHASE COM 46625H100 208,997 10,188 5.12 33,094 1.69 0.7187
2021-10-21 2021-09-30 13F/A-1 J P MORGAN CHASE COM 46625H100 198,809 3,808 1.95 32,543 7.29 0.7624
2021-10-13 2021-09-30 13F J P MORGAN CHASE COM 46625H100 85,750 -109,251 3,471 0.3972
2021-07-21 2021-06-30 13F J P MORGAN CHASE COM 46625H100 195,001 4,485 2.35 30,331 4.58 0.7132
2021-04-15 2021-03-31 13F J P MORGAN CHASE COM 46625H100 190,516 -75,073 -28.27 29,003 -14.06 0.7183
2021-01-14 2020-12-31 13F J P MORGAN CHASE COM 46625H100 265,589 -26,064 -8.94 33,748 20.19 0.8533
2020-10-08 2020-09-30 13F J P MORGAN CHASE COM 46625H100 291,653 -9,107 -3.03 28,078 -0.75 0.7874
2020-08-14 2020-06-30 13F J P MORGAN CHASE COM 46625H100 300,760 82,174 37.59 28,290 43.76 0.8250
2020-04-28 2020-03-31 13F J P MORGAN CHASE COM 46625H100 218,586 22,741 11.61 19,679 -27.92 0.7042
2020-02-06 2019-12-31 13F J P MORGAN CHASE COM 46625H100 195,845 -6,197 -3.07 27,301 14.82 0.7498
2019-10-09 2019-09-30 13F J P MORGAN CHASE COM 46625H100 202,042 -19,765 -8.91 23,778 -4.11 0.6941
2019-07-09 2019-06-30 13F J P MORGAN CHASE COM 46625H100 221,807 -8,223 -3.57 24,798 6.49 0.6953
2019-05-02 2019-03-31 13F J P MORGAN CHASE COM 46625H100 230,030 141 0.06 23,286 3.76 0.6611
2019-01-31 2018-12-31 13F J P MORGAN CHASE COM 46625H100 229,889 -25,319 -9.92 22,442 -22.07 0.6956
2018-11-08 2018-09-30 13F/A-1 J P MORGAN CHASE COM 46625H100 255,208 -11,228 -4.21 28,798 3.73 0.7309
2018-11-06 2018-09-30 13F J P MORGAN CHASE COM 46625H100 266,436 0 27,763
2018-07-31 2018-06-30 13F J P MORGAN CHASE COM 46625H100 266,436 -14,393 -5.13 27,763 -10.10 0.7447
2018-04-16 2018-03-31 13F J P MORGAN CHASE COM 46625H100 280,829 -27,102 -8.80 30,883 -6.22 0.7983
2018-02-05 2017-12-31 13F J P MORGAN CHASE COM 46625H100 307,931 2,501 0.82 32,930 12.88 0.7913
2017-10-27 2017-09-30 13F J P MORGAN CHASE COM 46625H100 305,430 0 0.00 29,172 0.00 0.7519
2017-10-25 2016-09-30 13F J P MORGAN CHASE COM 46625H100 305,430 305,430 29,172 0.7519
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.