JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership125,062 shares
Latest Disclosed Value $ 40,297,464
Global Retirement Partners, LLC reports 33.01% increase in ownership of JPM / JPMorgan Chase & Co.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 125,062 shares of JPMorgan Chase & Co. (CH:JPM) valued at $40,297,464 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 94,026 shares of JPMorgan Chase & Co.. This represents a change in shares of 33.01% 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)
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 125,062 31,036 33.01 40,297 35.87 0.7150
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 94,026 1,301 1.40 29,659 10.33 0.6639
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 92,725 4,473 5.07 26,882 27.07 0.6662
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 88,252 16,485 22.97 21,155 39.80 0.6061
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 71,767 -910 -1.25 15,133 2.95 0.4572
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 72,677 9,763 15.52 14,700 16.65 0.4603
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 62,914 688 1.11 12,602 20.55 0.4699
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 62,226 -2,894 -4.44 10,453 11.99 0.4375
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 65,120 -3,516 -5.12 9,335 -6.49 0.4703
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 68,636 5,928 9.45 9,982 17.08 0.4875
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 62,708 14,184 29.23 8,527 31.03 0.4529
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 48,524 3,275 7.24 6,507 14.24 0.4470
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 45,249 2,307 5.37 5,696 17.78 0.4311
2022-07-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 42,942 -3,626 -7.79 4,836 -17.81 0.3884
2022-07-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 46,568 46,568 5,884 0.4625
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 0 -34,392 -100.00 0 -100.00
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 34,392 1,465 4.45 5,630 9.94 0.5568
2021-07-15 2021-06-30 13F JPMORGAN CHASE COM 46625H100 32,927 1,056 3.31 5,121 5.54 0.5246
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 31,871 -1,298 -3.91 4,852 15.11 0.5680
2021-01-13 2020-12-31 13F JPMORGAN CHASE COM 46625H100 33,169 2,816 9.28 4,215 44.25 0.5281
2020-10-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 30,353 879 2.98 2,922 5.41 0.4277
2020-07-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 29,474 2,320 8.54 2,772 13.37 0.4422
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 27,154 -971 -3.45 2,445 -37.64 0.4625
2020-01-23 2019-12-31 13F JPMORGAN CHASE COM 46625H100 28,125 -2,778 -8.99 3,921 7.81 0.6006
2019-11-19 2019-09-30 13F JPMORGAN CHASE COM 46625H100 30,903 11,942 62.98 3,637 71.56 0.5979
2019-11-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 18,961 2,659 16.31 2,120 28.48 0.4060
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 16,302 347 2.17 1,650 5.91 0.3991
2019-02-22 2018-12-31 13F JPMORGAN CHASE COM 46625H100 15,955 -2,497 -13.53 1,558 -25.17 0.3982
2018-10-17 2018-09-30 13F JPMORGAN CHASE COM 46625H100 18,452 2,937 18.93 2,082 28.76 0.4706
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 15,515 3,008 24.05 1,617 17.60 0.4089
2018-08-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 12,507 1,183 10.45 1,375 13.54 0.3790
2018-08-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 11,324 3,514 44.99 1,211 62.33 0.3328
2018-08-10 2017-09-30 13F JPMORGAN CHASE COM 46625H100 7,810 1,041 15.38 746 20.52 0.3084
2018-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 6,769 1,336 24.59 619 29.77 0.2911
2018-08-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 5,433 2,981 121.57 477 125.00 0.2666
2018-08-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 2,452 2,452 212 0.1424
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.