JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionClarius Group, LLC
Latest Disclosed Ownership18,297 shares
Latest Disclosed Value $ 5,895,752
Clarius Group, LLC reports 2.14% increase in ownership of JPM / JPMorgan Chase & Co.

On January 14, 2026 - Clarius Group, LLC filed a 13F-HR form disclosing ownership of 18,297 shares of JPMorgan Chase & Co. (US:JPM) valued at $5,895,659 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 14, 2025 disclosing 17,913 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.14% during the quarter. The current value of the position is $5,504,652 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 18,297 384 2.14 5,896 4.34 0.3367
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 17,913 -6,422 -26.39 5,650 -19.91 0.3345
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 24,335 -402 -1.63 7,055 16.27 0.4112
2025-04-18 2025-03-31 13F JPMORGAN CHASE COM 46625H100 24,737 -1,631 -6.19 6,068 -3.99 0.3811
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 26,368 215 0.82 6,321 14.80 0.4318
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 26,153 -315 -1.19 5,506 2.84 0.3862
2024-07-11 2024-06-30 13F JPMORGAN CHASE COM 46625H100 26,468 -691 -2.54 5,353 -1.60 0.3795
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 27,159 -2,989 -9.91 5,440 6.08 0.3757
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 30,148 -1,499 -4.74 5,128 11.75 0.4252
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 31,647 -8,061 -20.30 4,589 -20.54 0.4374
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 39,708 -380 -0.95 5,775 10.57 0.4464
2023-04-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 40,088 1,258 3.24 5,224 104,360.00 0.4436
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 38,830 821 2.16 5 -99.87 0.4689
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 38,009 1,732 4.77 3,972 -2.77 0.3971
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 36,277 717 2.02 4,085 -27.46 0.4076
2022-04-08 2022-03-31 13F JPMORGAN CHASE COM 46625H100 35,560 0 0.00 5,631 0.00 0.4455
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 35,560 1,069 3.10 5,631 -0.27 0.4455
2021-10-18 2021-09-30 13F JPMORGAN CHASE COM 46625H100 34,491 892 2.65 5,646 8.04 0.5058
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 33,599 504 1.52 5,226 3.73 0.4691
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 33,095 5,867 21.55 5,038 45.61 0.4936
2021-01-15 2020-12-31 13F JPMORGAN CHASE COM 46625H100 27,228 -1,332 -4.66 3,460 25.86 0.3729
2020-10-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 28,560 -1,248 -4.19 2,749 -1.96 0.3531
2020-07-08 2020-06-30 13F JPMORGAN CHASE COM 46625H100 29,808 22 0.07 2,804 4.55 0.3929
2020-04-24 2020-03-31 13F JPMORGAN CHASE COM 46625H100 29,786 5,730 23.82 2,682 -18.46 0.5058
2020-01-22 2019-12-31 13F JPMORGAN CHASE COM 46625H100 24,056 718 3.08 3,289 19.73 0.5209
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 23,338 1,469 6.72 2,747 12.35 0.5039
2019-08-02 2019-06-30 13F JPMORGAN CHASE COM 46625H100 21,869 3,619 19.83 2,445 32.38 0.4917
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 18,250 9,985 120.81 1,847 128.87 0.4493
2019-02-09 2018-12-31 13F JPMORGAN CHASE COM 46625H100 8,265 2,926 54.80 807 34.05 0.2932
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 5,339 5,339 602 0.2132
2017-11-07 2017-09-30 13F JPMORGAN CHASE COM 46625H100 0 -5,306 -100.00 0 -100.00
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 5,306 0 0.00 485 4.08 0.1999
2017-05-04 2017-03-31 13F JPMORGAN CHASE COM 46625H100 5,306 0 0.00 466 1.75 0.1924
2017-02-14 2016-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 5,306 0 0.00 458 29.75 0.1937
2017-02-07 2016-12-31 13F JPMORGAN CHASE COM 46625H100 2,564 458
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 5,306 -796 -13.04 353 -6.86 0.1646
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 6,102 132 2.21 379 7.37 0.2020
2016-05-10 2016-03-31 13F JPMORGAN CHASE COM 46625H100 5,970 362 6.46 353 -4.59 0.1957
2016-05-10 2015-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 5,608 5,608 370 0.2145
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.