JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHall Capital Management Co Inc
Latest Disclosed Ownership29,402 shares
Latest Disclosed Value $ 9,209,588
Hall Capital Management Co Inc reports 0.23% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Hall Capital Management Co Inc filed a 13F-HR form disclosing ownership of 29,402 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,209,588 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 29,471 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.23% 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 29,402 -69 -0.23 9,210 -3.02 3.2916
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 29,471 -190 -0.64 9,496 1.51 3.6656
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 29,661 -139 -0.47 9,356 8.29 3.6887
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 29,800 170 0.57 8,639 18.86 3.6492
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 29,630 1,591 5.67 7,268 8.14 3.3669
2025-02-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 28,039 -747 -2.60 6,721 15.44 3.1352
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 28,786 223 0.78 5,822 1.77 2.7753
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 28,563 -350 -1.21 5,721 16.33 2.8234
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 28,913 657 2.33 4,918 20.04 2.8871
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 28,256 -302 -1.06 4,098 -1.35 2.6279
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 28,558 681 2.44 4,153 14.34 2.3473
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 27,877 1,516 5.75 3,633 2.74 2.1545
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 26,361 -161 -0.61 3,535 27.53 2.1242
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 26,522 -561 -2.07 2,772 -9.11 1.8440
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 27,083 -236 -0.86 3,050 -18.10 2.0072
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 27,319 310 1.15 3,724 -12.93 2.1798
2022-05-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 27,009 -728 -2.62 4,277 -5.79 2.4188
2021-10-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 27,737 384 1.40 4,540 6.72 2.8984
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 27,353 -2,046 -6.96 4,254 13.87 2.7454
2021-03-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 29,399 444 1.53 3,736 34.15 2.6995
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 28,955 -473 -1.61 2,785 0.61 2.2058
2020-11-16 2020-06-30 13F JPMORGAN CHASE COM 46625H100 29,428 1,242 4.41 2,768 9.06 2.3284
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 28,186 -7,968 -22.04 2,538 -49.64 2.5935
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 36,154 50 0.14 5,040 18.62 4.1041
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 36,104 -1,408 -3.75 4,249 1.31 3.7023
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 37,512 521 1.41 4,194 11.99 3.5794
2019-05-06 2019-03-31 13F JPMORGAN CHASE COM 46625H100 36,991 240 0.65 3,745 4.38 3.2599
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 36,751 -677 -1.81 3,588 -15.04 3.5683
2018-11-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 37,428 -236 -0.63 4,223 7.59 3.6609
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 37,664 165 0.44 3,925 -4.83 3.7008
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 37,499 808 2.20 4,124 5.10 3.9555
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 36,691 102 0.28 3,924 12.27 3.4318
2017-10-19 2017-09-30 13F JPMORGAN CHASE COM 46625H100 36,589 -15 -0.04 3,495 4.45 3.2209
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 36,604 -10 -0.03 3,346 4.04 3.1469
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 36,614 364 1.00 3,216 2.81 3.0502
2017-02-07 2016-12-31 13F JPMORGAN CHASE COM 46625H100 36,250 10,680 41.77 3,128 100.64 3.0461
2015-10-28 2015-09-30 13F JPMORGAN CHASE COM 46625H100 25,570 8,240 47.55 1,559 32.79 1.8543
2015-11-12 2015-06-30 13F/A-2 JPMORGAN CHASE COM 46625H100 17,330 8,885 105.21 1,174 129.75 1.3343
2015-09-03 2015-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 17,330 0 1,174 1.3343
2015-08-03 2015-06-30 13F JPMORGAN CHASE COM 46625H100 17,330 1,174
2015-11-12 2015-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,445 250 3.05 511 -0.20 0.5295
2015-07-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 8,445 511
2015-11-12 2014-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,195 8,195 512 0.5267
2015-07-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 8,195 512
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.