JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFinancial Advisory Service, Inc.
Latest Disclosed Ownership41,733 shares
Latest Disclosed Value $ 13,447,249
Financial Advisory Service, Inc. reports 5.29% increase in ownership of JPM / JPMorgan Chase & Co.

On February 18, 2026 - Financial Advisory Service, Inc. filed a 13F-HR form disclosing ownership of 41,733 shares of JPMorgan Chase & Co. (MX:JPM) valued at $13,447,249 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 29, 2025 disclosing 39,638 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.29% 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)
2026-02-18 2025-12-31 13F JPMORGAN CHASE COM 46625H100 41,733 2,095 5.29 13,447 7.55 0.8690
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 39,638 656 1.68 12,503 10.64 0.8468
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 38,982 2,770 7.65 11,301 27.23 0.8360
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 36,212 770 2.17 8,883 4.56 0.7246
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 35,442 579 1.66 8,496 15.56 0.7134
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 34,863 1,614 4.85 7,351 9.32 0.5847
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 33,249 978 3.03 6,725 4.04 0.5812
2024-04-29 2024-03-31 13F JPMORGAN CHASE COM 46625H100 32,271 562 1.77 6,464 19.84 0.5728
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 31,709 3,724 13.31 5,394 32.90 0.5125
2023-10-23 2023-09-30 13F JPMORGAN CHASE COM 46625H100 27,985 1,472 5.55 4,058 5.27 0.4338
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 26,513 2,080 8.51 3,856 21.11 0.4878
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 24,433 -171 -0.70 3,184 -3.52 0.3451
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 24,604 2,159 9.62 3,299 40.62 0.3738
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 22,445 3,078 15.89 2,346 7.57 0.2605
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 19,367 2,355 13.84 2,181 -5.95 0.2296
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 17,012 2,339 15.94 2,319 -0.17 0.2182
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 14,673 2,206 17.69 2,323 13.82 0.2132
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 12,467 1,592 14.64 2,041 20.70 0.1911
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,875 1,278 13.32 1,691 15.74 0.1587
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 9,597 508 5.59 1,461 26.49 0.1521
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 9,089 -190 -2.05 1,155 29.34 0.1314
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 9,279 558 6.40 893 8.90 0.1220
2020-07-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,721 1,108 14.55 820 19.71 0.1208
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,613 862 12.77 685 -27.21 0.1198
2020-01-31 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,751 110 1.66 941 20.33 0.1584
2019-11-06 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,641 1,657 33.25 782 40.39 0.1417
2019-07-25 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,984 791 18.86 557 31.37 0.1037
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,193 -1,700 -28.85 424 -26.26 0.0828
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,893 10 0.17 575 -13.40 0.1316
2018-11-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 5,883 156 2.72 664 11.22 0.1511
2018-07-26 2018-06-30 13F JPMORGAN CHASE COM 46625H100 5,727 6 0.10 597 -5.09 0.1604
2018-05-02 2018-03-31 13F JPMORGAN CHASE COM 46625H100 5,721 534 10.29 629 13.33 0.1813
2018-01-29 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,187 5 0.10 555 12.12 0.1458
2017-10-19 2017-09-30 13F JPMORGAN CHASE COM 46625H100 5,182 50 0.97 495 5.54 0.1381
2017-08-01 2017-06-30 13F JPMORGAN CHASE COM 46625H100 5,132 104 2.07 469 6.11 0.1398
2017-05-08 2017-03-31 13F JPMORGAN CHASE COM 46625H100 5,028 36 0.72 442 2.55 0.1365
2017-02-07 2016-12-31 13F JPMORGAN CHASE COM 46625H100 4,992 4,992 0.00 431 0.1277
2016-08-09 2016-06-30 13F JPMORGAN CHASE COM 46625H100 0 -3,511 -100.00 0 -100.00
2016-05-03 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3,511 253 7.77 208 -3.26 0.1068
2016-01-22 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,258 3,258 215 0.1075
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.