JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBrick & Kyle, Associates
Latest Disclosed Ownership32,317 shares
Latest Disclosed Value $ 10,413
Brick & Kyle, Associates reports 1.13% decrease in ownership of JPM / JPMorgan Chase & Co.

On February 13, 2026 - Brick & Kyle, Associates filed a 13F-HR form disclosing ownership of 32,317 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,413 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 32,686 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.13% 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)
2026-02-13 2025-12-31 13F J P MORGAN CHASE COM 46625H100 32,317 -369 -1.13 10 0.00 3.6906
2025-11-14 2025-09-30 13F J P MORGAN CHASE COM 46625H100 32,686 -127 -0.39 10 11.11 3.8049
2025-08-18 2025-06-30 13F J P MORGAN CHASE COM 46625H100 32,813 -27 -0.08 10 28.57 4.2197
2025-04-30 2025-03-31 13F J P MORGAN CHASE COM 46625H100 32,840 -893 -2.65 8 -12.50 3.6458
2025-02-25 2024-12-31 13F J P MORGAN CHASE COM 46625H100 33,733 -167 -0.49 8 14.29 3.4418
2024-11-14 2024-09-30 13F J P MORGAN CHASE COM 46625H100 33,900 -2,875 -7.82 7 0.00 3.0227
2024-08-15 2024-06-30 13F J P MORGAN CHASE COM 46625H100 36,775 1,221 3.43 7 0.00 3.0715
2024-05-14 2024-03-31 13F J P MORGAN CHASE COM 46625H100 35,554 -629 -1.74 7 16.67 3.1244
2024-02-15 2023-12-31 13F J P MORGAN CHASE COM 46625H100 36,183 -235 -0.65 6 20.00 3.0615
2023-11-15 2023-09-30 13F J P MORGAN CHASE COM 46625H100 36,418 1,723 4.97 5 0.00 2.8021
2023-08-15 2023-06-30 13F J P MORGAN CHASE COM 46625H100 34,695 -4 -0.01 5 25.00 2.6860
2023-05-11 2023-03-31 13F J P MORGAN CHASE COM 46625H100 34,699 -190 -0.54 5 0.00 2.5903
2023-02-16 2022-12-31 13F J P MORGAN CHASE COM 46625H100 34,889 -455 -1.29 5 -99.89 2.7225
2022-11-16 2022-09-30 13F J P MORGAN CHASE COM 46625H100 35,344 313 0.89 3,710 12.73 2.2500
2022-08-16 2022-06-30 13F J P MORGAN CHASE COM 46625H100 35,031 318 0.92 3,291 -30.45 1.8453
2022-05-23 2022-03-31 13F J P MORGAN CHASE COM 46625H100 34,713 -731 -2.06 4,732 -15.70 2.2957
2022-02-15 2021-12-31 13F/A-1 J P MORGAN CHASE COM 46625H100 35,444 1,092 3.18 5,613 -0.50 2.6189
2022-02-15 2021-12-31 13F J P MORGAN CHASE COM 46625H100 35,444 1,092 5,613 2.6094
2021-11-18 2021-09-30 13F J P MORGAN CHASE COM 46625H100 34,352 192 0.56 5,641 6.17 2.8612
2021-08-18 2021-06-30 13F J P MORGAN CHASE COM 46625H100 34,160 1,012 3.05 5,313 5.06 2.7735
2021-05-14 2021-03-31 13F J P MORGAN CHASE COM 46625H100 33,148 -562 -1.67 5,057 18.71 2.7939
2021-02-16 2020-12-31 13F J P MORGAN CHASE COM 46625H100 33,710 40 0.12 4,260 32.67 2.6582
2020-11-16 2020-09-30 13F/A-1 J P MORGAN CHASE COM 46625H100 33,670 215 0.64 3,211 2.42 2.2194
2020-11-12 2020-09-30 13F J P MORGAN CHASE COM 46625H100 33,670 215 3,211 1,645,966.0760
2020-07-30 2020-06-30 13F J P MORGAN CHASE COM 46625H100 33,455 680 2.07 3,135 6.74 2.3377
2020-05-13 2020-03-31 13F/A-1 J P MORGAN CHASE COM 46625H100 32,775 -531 -1.59 2,937 -36.08 2.7587
2020-05-13 2020-03-31 13F J P MORGAN CHASE COM 46625H100 32,775 -531 2,937 2,774,864.6580
2020-01-22 2019-12-31 13F/A-1 J P MORGAN CHASE COM 46625H100 33,306 -1,722 -4.92 4,595 3.70 3.5014
2020-01-22 2019-12-31 13F J P MORGAN CHASE COM 46625H100 33,306 -1,722 4,595 3,420,731.3442
2019-10-30 2019-09-30 13F J P MORGAN CHASE COM 46625H100 35,028 -491 -1.38 4,431 10.50 3.6775
2019-10-30 2019-06-30 13F/A-1 J P MORGAN CHASE COM 46625H100 35,519 -277 -0.77 4,010 10.65 3.7851
2019-07-17 2019-06-30 13F J P MORGAN CHASE COM 46625H100 35,519 -277 4,010
2019-10-30 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 35,796 -333 -0.92 3,624 2.75 3.7169
2019-06-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 35,796 -333 3,624
2019-06-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 36,129 -1,095 -2.94 3,527 -9.07 3.3702
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 37,224 -19 -0.05 3,879 -5.30 3.0349
2018-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 37,243 -129 -0.35 4,096 2.48 3.3077
2018-01-24 2017-12-31 13F JPMORGAN CHASE COM 46625H100 37,372 34 0.09 3,997 12.09 3.2489
2017-11-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 37,338 163 0.44 3,566 4.94 2.8841
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 37,175 508 1.39 3,398 5.50 2.9194
2017-05-02 2017-03-31 13F JPMORGAN CHASE COM 46625H100 36,667 -1,686 -4.40 3,221 -2.66 2.4979
2017-01-05 2016-12-31 13F JPMORGAN CHASE COM 46625H100 38,353 -199 -0.52 3,309 28.91 2.6563
2016-10-27 2016-09-30 13F JPMORGAN CHASE COM 46625H100 38,552 225 0.59 2,567 7.77 2.0640
2016-08-05 2016-06-30 13F JPMORGAN CHASE COM 46625H100 38,327 -534 -1.37 2,382 3.52 1.9530
2016-05-04 2016-03-31 13F JPMORGAN CHASE COM 46625H100 38,861 -49 -0.13 2,301 -10.43 1.9955
2016-01-19 2015-12-31 13F JPMORGAN CHASE COM 46625H100 38,910 -1,195 -2.98 2,569 5.07 2.2648
2015-10-14 2015-09-30 13F JPMORGAN CHASE COM 46625H100 40,105 1,025 2.62 2,445 -7.67 2.2945
2015-07-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 39,080 115 0.30 2,648 12.20 2.2192
2015-04-09 2015-03-31 13F JPMORGAN CHASE COM 46625H100 38,965 38,965 2,360 2.0202
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.