JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHamel Associates, Inc.
Latest Disclosed Ownership14,174 shares
Latest Disclosed Value $ 4,169,196
Hamel Associates, Inc. reports 5.12% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Hamel Associates, Inc. filed a 13F-HR form disclosing ownership of 14,174 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,169,196 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 14,939 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.12% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 14,174 -765 -5.12 4,169 -13.40 1.1894
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,939 -3,170 -17.51 4,815 -15.68 1.4514
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,939 4,815
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,939 4,815
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,939 4,815
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,939 4,815
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,939 4,815
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,109 -2,793 -13.36 5,710 -5.79 1.7558
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 20,902 -1,125 -5.11 6,061 12.16 2.0526
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 22,027 -5,220 -19.16 5,403 -17.27 1.8365
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 27,247 -130 -0.47 6,531 13.15 2.1020
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 27,377 -150 -0.54 5,773 3.68 1.7638
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 27,527 13,780 100.24 5,567 102.22 1.7544
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 13,747 0 0.00 2,753 17.75 0.8830
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 13,747 0 0.00 2,338 17.31 0.8240
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 13,747 -70 -0.51 1,993 -0.80 0.7279
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 13,817 -660 -4.56 2,010 6.52 0.7032
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 14,477 0 0.00 1,887 -2.83 0.6536
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 14,477 -1,577 -9.82 1,942 15.67 0.6755
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 16,054 -35,223 -68.69 1,678 -70.94 0.6640
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 51,277 30 0.06 5,775 -17.33 2.2772
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 51,247 732 1.45 6,986 -12.66 2.4838
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 50,515 165 0.33 7,999 -2.95 2.8689
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 50,350 387 0.77 8,242 6.06 3.2165
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 49,963 -542 -1.07 7,771 1.08 2.9633
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 50,505 -280 -0.55 7,688 19.14 2.9644
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 50,785 -6,730 -11.70 6,453 16.54 2.6435
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 57,515 40 0.07 5,537 2.42 2.4549
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 57,475 1,700 3.05 5,406 7.67 2.6020
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 55,775 3,080 5.84 5,021 -31.65 2.6497
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 52,695 200 0.38 7,346 18.91 3.0238
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 52,495 1,575 3.09 6,178 8.52 2.6387
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 50,920 -230 -0.45 5,693 9.95 2.4970
2019-05-01 2019-03-31 13F JPMORGAN CHASE COM 46625H100 51,150 13,850 37.13 5,178 42.21 2.3240
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 37,300 30,400 440.58 3,641 367.39 1.8144
2018-10-25 2018-09-30 13F JPMORGAN CHASE COM 46625H100 6,900 0 0.00 779 8.34 0.3375
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,900 0 0.00 719 -5.27 0.3304
2018-05-03 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,900 1,350 24.32 759 27.78 0.0509
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,550 -775 -12.25 594 -1.66 0.2806
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 6,325 -1,550 -19.68 604 -16.11 0.2940
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 7,875 457 6.16 720 10.43 0.3621
2017-05-09 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,418 0 0.00 652 1.88 0.3317
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 7,418 0 0.00 640 29.55 0.3296
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 7,418 0 0.00 494 7.16 0.2613
2016-08-08 2016-06-30 13F JPMORGAN CHASE COM 46625H100 7,418 0 0.00 461 5.01 0.2388
2016-05-02 2016-03-31 13F JPMORGAN CHASE COM 46625H100 7,418 750 11.25 439 -0.23 0.2329
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 6,668 0 0.00 440 8.11 0.2807
2015-11-17 2015-09-30 13F JPMORGAN CHASE COM 46625H100 6,668 400 6.38 407 -4.24 0.2894
2015-08-17 2015-06-30 13F JPMORGAN CHASE COM 46625H100 6,268 -550 -8.07 425 2.91 0.2794
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 6,818 0 0.00 413 -3.28 0.2727
2015-02-17 2014-12-31 13F JPMORGAN CHASE COM 46625H100 6,818 0 0.00 427 3.89 0.2774
2014-11-21 2014-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 6,818 0 0.00 411 4.58 0.2740
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 6,818 411
2014-08-15 2014-06-30 13F JPMORGAN CHASE COM 46625H100 6,818 -550 -7.46 393 -12.08 0.2594
2014-05-13 2014-03-31 13F JPMORGAN CHASE COM 46625H100 7,368 316 4.48 447 8.50 0.3095
2014-02-18 2013-12-31 13F JPMORGAN CHASE COM 46625H100 7,052 7,052 412 0.2889
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.