Jpmorgan Chase & Co ownership in BRM / Bristol-Myers Squibb Company

Bristol-Myers Squibb Company

DE ˙ XTRA ˙ US1101221083

47,43 € ↓ -0,01 (-0,01%)

2026-06-04
DEL PRIS

Security	DE:BRM / Bristol-Myers Squibb Company
Institution	Jpmorgan Chase & Co
Latest Disclosed Ownership	81,890,781 shares
Ownership	4.00%

2025-10-31 - Jpmorgan Chase & Co has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 81,890,781 shares of Bristol-Myers Squibb Company (DE:BRM). This represents 4.0 percent ownership of the company. In their previous filing dated 2025-04-25 , Jpmorgan Chase & Co had reported owning 104,688,497 shares, indicating a decrease of -21.78 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2025-10-31	2025-10-31	13G/A	104,688,497	81,890,781	-21.78	4.00	-21.57
2025-04-25	2025-04-25	13G		104,688,497		5.10

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-13	2026-03-31	13F/A-1	BRISTOL-MYERS SQUIBB	COMMON	110122108	92,475,194	17,107,541	22.70	5,523,543	35.87	0.0384
2026-05-13	2026-03-31	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	0		-100.00	0
2026-02-11	2025-12-31	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	75,367,653	-10,813,011	-12.55	4,065,331	4.59	0.2552
2025-11-26	2025-09-30	13F/A-1	BRISTOL-MYERS SQUIBB	COMMON	110122108	86,180,664	-17,780,210	-17.10	3,886,750	-19.23	0.2329
2025-11-07	2025-09-30	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	86,180,664	-17,780,210		3,886,750		0.2329
2025-08-12	2025-06-30	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	103,960,874	-4,091,630	-3.79	4,812,351	-26.98	0.3147
2025-05-12	2025-03-31	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	108,052,504	12,029,292	12.53	6,590,122	21.34	0.4812
2025-02-12	2024-12-31	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	96,023,212	18,093,184	23.22	5,431,073	34.70	0.4044
2024-12-26	2024-09-30	13F/A-1	BRISTOL MYERS SQUIBB CO COM	COMMON	110122108	77,930,028	3,300,102	4.42	4,032,100	30.09	0.3064
2024-11-08	2024-09-30	13F	BRISTOL MYERS SQUIBB CO COM	COMMON	110122108	77,930,028	3,300,102		4,032,100		0.3073
2024-12-26	2024-06-30	13F/A-1	Bristol Myers Squibb Co Com	COMMON	110122108	74,629,926	-14,184,197	-15.97	3,099,381	-35.65	0.2541
2024-08-12	2024-06-30	13F	Bristol Myers Squibb Co Com	COM	110122108	74,629,926	-14,184,197		3,099,381		0.2546
2024-12-26	2024-03-31	13F/A-1	Bristol Myers Squibb Co Com	COMMON	110122108	88,814,123	-1,234,151	-1.37	4,816,390	4.24	0.4069
2024-05-10	2024-03-31	13F	Bristol Myers Squibb Co Com	COMMON	110122108	88,814,123	-1,234,151		4,816,390		0.4074
2024-12-26	2023-12-31	13F/A-1	BRISTOL-MYERS SQUIBB	COMMON	110122108	90,048,274	-6,692,109	-6.92	4,620,377	-17.71	0.4431
2024-02-12	2023-12-31	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	90,048,274	-6,692,109		4,620,377		0.4439
2023-11-14	2023-09-30	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	96,740,383	-6,573,182	-6.36	5,614,812	-15.02	0.6195
2023-08-11	2023-06-30	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	103,313,565	6,699,923	6.93	6,606,903	-1.33	0.7179
2023-05-18	2023-03-31	13F/A-1	BRISTOL-MYERS SQUIBB	COMMON	110122108	96,613,642	-2,049,834	-2.08	6,696,291	94,240.53	0.8157
2023-05-11	2023-03-31	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	95,612,972	-3,050,504		6,696,291		0.8167
2023-02-13	2022-12-31	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	98,663,476	-834,677	-0.84	7,099	-99.90	0.9358
2022-11-14	2022-09-30	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	99,498,153	1,737,893	1.78	7,073,322	-6.03	1.0157
2022-08-11	2022-06-30	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	97,760,260	3,876,301	4.13	7,527,541	9.79	1.0486
2022-05-11	2022-03-31	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	93,883,959	2,133,783	2.33	6,856,346	19.85	0.8258
2022-02-11	2021-12-31	13F/A-1	BRISTOL-MYERS SQUIBB	COMMON	110122108	91,750,176	6,172,949	7.21	5,720,627	12.98	0.6607
2022-02-10	2021-12-31	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	91,750,176	6,172,949		5,720,627		0.6548
2021-11-12	2021-09-30	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	85,577,227	2,279,075	2.74	5,063,605	-9.03	0.6262
2021-08-12	2021-06-30	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	83,298,152	7,255,243	9.54	5,565,982	15.94	0.6640
2021-05-12	2021-03-31	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	76,042,909	3,693,696	5.11	4,800,590	6.97	0.6408
2021-02-19	2020-12-31	13F/A-1	BRISTOL-MYERS SQUIBB	COMMON	110122108	72,349,213	5,988,179	9.02	4,487,822	12.90	0.6594
2021-02-11	2020-12-31	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	72,349,213	5,988,179		4,487,822		110,987.0362
2020-11-12	2020-09-30	13F/A-1	BRISTOL-MYERS SQUIBB	COMMON	110122108	66,361,034	1,807,968	2.80	3,975,029	4.72	0.6680
2020-11-12	2020-09-30	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	66,361,034			3,975,029
2020-08-11	2020-06-30	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	64,553,066	4,119,542	6.82	3,795,719	12.68	0.7325
2020-05-12	2020-03-31	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	60,433,524	8,947,046	17.38	3,368,565	1.93	0.7909
2020-02-11	2019-12-31	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	51,486,478	15,871,346	44.56	3,304,917	82.99	0.6163
2019-11-12	2019-09-30	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	35,615,132	10,715,158	43.03	1,806,043	60.82	0.3597
2019-08-07	2019-06-30	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	24,899,974	7,838,275	45.94	1,122,987	37.96	0.2196
2019-05-07	2019-03-31	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	17,061,699	-1,612,592	-8.64	814,012	-16.14	0.1663
2019-02-11	2018-12-31	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	18,674,291	-1,015,526	-5.16	970,687	-20.59	0.2244
2018-11-13	2018-09-30	13F/A-1	BRISTOL MYERS SQUIBB	COMMON	110122108	19,689,817	-3,115,958	-13.66	1,222,344	-3.15	0.2341
2018-11-07	2018-09-30	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	19,689,817	-3,115,958		1,222,344
2018-08-14	2018-06-30	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	22,805,775	255,589	1.13	1,262,069	-11.51	0.2595
2018-05-10	2018-03-31	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	22,550,186	-1,964,112	-8.01	1,426,298	-5.05	0.3057
2018-02-13	2017-12-31	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	24,514,298	1,980,157	8.79	1,502,234	5.80	0.3165
2017-11-09	2017-09-30	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	22,534,141	-10,214	-0.05	1,419,876	13.03	0.3133
2017-08-09	2017-06-30	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	22,544,355	-2,197,486	-8.88	1,256,171	-6.64	0.2871
2017-05-10	2017-03-31	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	24,741,841	-4,148,974	-14.36	1,345,460	-20.31	0.3075
2017-02-06	2016-12-31	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	28,890,815	-3,992,914	-12.14	1,688,378	-4.79	0.4057
2016-11-04	2016-09-30	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	32,883,729	-5,925,985	-15.27	1,773,344	-37.87	0.4364
2016-08-08	2016-06-30	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	38,809,714	5,617,459	16.92	2,854,455	34.62	0.7118
2016-05-10	2016-03-31	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	33,192,255	711,880	2.19	2,120,322	-5.10	0.5427
2016-02-12	2015-12-31	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	32,480,375	-1,097,721	-3.27	2,234,326	12.40	0.5610
2015-11-13	2015-09-30	13F	BRISTOL MYERS SQUIBB	COMMON	110122108	33,578,096	-4,175,206	-11.06	1,987,822	-20.87	0.5313
2015-08-14	2015-06-30	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	37,753,302	1,968,331	5.50	2,512,107	8.84	0.5922
2015-05-15	2015-03-31	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	35,784,971	2,088,522	6.20	2,308,133	16.04	0.5257
2015-02-13	2014-12-31	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	33,696,449	-3,697,347	-9.89	1,989,099	3.93	0.4548
2014-12-08	2014-09-30	13F/A-1	BRISTOL-MYERS SQUIBB	COMMON	110122108	37,393,796	-5,971,744	-13.77	1,913,814	-9.02	0.4536
2014-11-14	2014-09-30	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	37,393,796			1,913,814
2014-09-03	2014-06-30	13F/A-1	BRISTOL-MYERS SQUIBB	COMMON	110122108	43,365,540	-781,513	-1.77	2,103,664	-8.27	0.5342
2014-08-14	2014-06-30	13F	BRISTOL-MYERS SQUIBB	COMMON	110122108	43,365,540			2,103,664
2014-05-15	2014-03-31	13F	BRISTOL-MYRS SQUIB	COMMON	110122108	44,147,053	2,455,629	5.89	2,293,441	3.50	0.6327
2014-02-26	2013-12-31	13F/A-1	BRISTOL-MYRS SQUIB	COMMON	110122108	41,691,424	-2,287,203	-5.20	2,215,899	8.87	0.6287
2014-02-13	2013-12-31	13F	BRISTOL-MYRS SQUIB	COMMON	110122108	41,691,424			2,215,899
2013-10-31	2013-09-30	13F	BRISTOL-MYRS SQUIB	COMMON	110122108	43,978,627	9,291,026	26.78	2,035,329	31.30	0.6032
2013-08-13	2013-06-30	13F	BRISTOL-MYRS SQUIB	COMMON	110122108	34,687,601	34,687,601		1,550,187		0.4941

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.