JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStephens Consulting, LLC
Latest Disclosed Ownership8,045 shares
Latest Disclosed Value $ 2,592,214
Stephens Consulting, LLC reports 2.06% increase in ownership of JPM / JPMorgan Chase & Co.

On January 13, 2026 - Stephens Consulting, LLC filed a 13F-HR form disclosing ownership of 8,045 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,592,214 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 15, 2025 disclosing 7,883 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.06% 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)
2026-01-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,045 162 2.06 2,592 4.26 0.8377
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,883 -818 -9.40 2,486 -1.43 0.8512
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,701 906 11.62 2,523 31.90 0.5981
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,795 31 0.40 1,912 2.80 0.4794
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,764 -5 -0.06 1,861 13.55 0.4657
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,769 -27 -0.35 1,638 3.93 0.4178
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 7,796 -84 -1.07 1,577 -0.13 0.4481
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,880 -89 -1.12 1,578 16.46 0.4843
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,969 -34 -0.42 1,356 16.81 0.4591
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 8,003 -15 -0.19 1,161 -0.51 0.4713
2023-07-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,018 -94 -1.16 1,166 10.31 0.4621
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,112 7 0.09 1,057 -2.67 0.6371
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,105 7 0.09 1,087 28.37 0.7217
2023-01-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 8,098 1,846 29.53 846 20.17 0.7604
2023-01-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,252 -39 -0.62 704 -17.85 0.5727
2023-01-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,291 53 0.85 858 -13.17 0.7013
2023-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,238 6,238 988 0.8177
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.