JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCommonwealth Equity Services, Llc
Latest Disclosed Ownership1,565,146 shares
Latest Disclosed Value $ 504,321,471
Commonwealth Equity Services, Llc reports 3.23% decrease in ownership of JPM / JPMorgan Chase & Co.

On February 12, 2026 - Commonwealth Equity Services, Llc filed a 13F-HR form disclosing ownership of 1,565,146 shares of JPMorgan Chase & Co. (MX:JPM) valued at $504,321,471 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 22, 2025 disclosing 1,617,468 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.23% 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)
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,565,146 -52,322 -3.23 504,321 98,786.47 0.6723
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,617,468 -145,089 -8.23 510 0.00 0.6608
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,762,557 -97,449 -5.24 511 11.84 0.6750
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,860,006 93,965 5.32 456 7.80 0.6457
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,766,041 7,886 0.45 423 14.32 0.6189
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,758,155 -73,015 -3.99 371 0.00 0.5620
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,831,170 30,837 1.71 370 2.78 0.5863
2024-04-29 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,800,333 -6,207 -0.34 361 17.26 0.5992
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,806,540 -13,502 -0.74 307 16.73 0.5629
2023-10-23 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,820,042 54,969 3.11 264 2.73 0.5469
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,765,073 14,229 0.81 257 12.28 0.5222
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,750,844 71,714 4.27 228 1.33 0.4789
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,679,130 35,851 2.18 225 -99.87 0.5415
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,643,279 53,009 3.33 171,722 -4.11 0.4425
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,590,270 17,724 1.13 179,080 -16.46 0.4667
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,572,546 89,468 6.03 214,369 -8.72 0.4901
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,483,078 46,226 3.22 234,845 -0.15 0.5290
2021-10-29 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,436,852 37,025 2.64 235,198 8.02 0.5904
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,399,827 23,837 1.73 217,729 3.94 0.5528
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,375,990 25,512 1.89 209,467 22.06 0.5926
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,350,478 -27,604 -2.00 171,605 29.35 0.5163
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 1,378,082 38,763 2.89 132,667 5.31 0.4532
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 1,339,319 130,265 10.77 125,976 15.73 0.4755
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 1,209,054 94,381 8.47 108,851 -29.95 0.5071
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,114,673 44,874 4.19 155,385 23.42 0.5912
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 1,069,799 12,253 1.16 125,904 6.49 0.5371
2019-07-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 1,057,546 53,812 5.36 118,233 16.36 0.5209
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 1,003,734 51,977 5.46 101,608 9.36 0.4690
2019-02-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 951,757 71,827 8.16 92,910 -6.43 0.4935
2018-11-06 2018-09-30 13F JPMORGAN CHASE COM 46625H100 879,930 42,129 5.03 99,291 13.74 0.4755
2018-07-31 2018-06-30 13F JPMORGAN CHASE COM 46625H100 837,801 38,817 4.86 87,299 -0.64 0.4564
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 798,984 22,519 2.90 87,864 5.82 0.4768
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 776,465 776,465 83,035 0.4537
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.