JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCapital Insight Partners, Llc
Latest Disclosed Ownership26,141 shares
Latest Disclosed Value $ 8,423,154
Capital Insight Partners, Llc reports 14.08% decrease in ownership of JPM / JPMorgan Chase & Co.

On February 17, 2026 - Capital Insight Partners, Llc filed a 13F-HR form disclosing ownership of 26,141 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,423,154 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 14, 2025 disclosing 30,424 shares of JPMorgan Chase & Co.. This represents a change in shares of -14.08% 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)
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 26,141 -4,283 -14.08 8,423 -12.22 1.7825
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 30,424 -998 -3.18 9,597 5.35 1.5888
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 31,422 -1,328 -4.05 9,110 13.39 1.5832
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 32,750 -535 -1.61 8,034 0.69 1.4017
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 33,285 -651 -1.92 7,979 11.50 1.3791
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 33,936 -37 -0.11 7,156 4.13 1.2525
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 33,973 -2,012 -5.59 6,871 -4.66 1.2968
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 35,985 -383 -1.05 7,208 16.51 1.3468
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 36,368 531 1.48 6,186 19.03 1.2652
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 35,837 1,565 4.57 5,197 4.27 1.1806
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 34,272 -726 -2.07 4,985 9.30 1.1151
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 34,998 -249 -0.71 4,561 -3.51 1.0721
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 35,247 2,168 6.55 4,727 36.71 1.2257
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 33,079 547 1.68 3,457 -5.62 0.9315
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 32,532 1,175 3.75 3,663 -14.32 0.8552
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 31,357 311 1.00 4,275 -13.04 0.8721
2022-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 31,046 425 1.39 4,916 -1.92 1.0006
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 30,621 542 1.80 5,012 7.14 1.0893
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 30,079 37 0.12 4,678 2.30 1.0567
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 30,042 -51 -0.17 4,573 19.59 1.1111
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 30,093 83 0.28 3,824 32.36 0.9624
2020-11-04 2020-09-30 13F JPMORGAN CHASE COM 46625H100 30,010 258 0.87 2,889 3.25 0.8122
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 29,752 1,159 4.05 2,798 8.70 0.8826
2020-04-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 28,593 11,048 62.97 2,574 5.23 1.3599
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 17,545 -142 -0.80 2,446 17.48 1.1236
2019-10-09 2019-09-30 13F JPMorgan Chase COM 46625H100 17,687 -190 -1.06 2,082 4.15 1.8187
2019-07-09 2019-06-30 13F JPMorgan Chase COM 46625H100 17,877 229 1.30 1,999 11.86 1.7371
2019-04-04 2019-03-31 13F JPMorgan Chase COM 46625H100 17,648 9,951 129.28 1,787 137.95 1.6146
2019-01-03 2018-12-31 13F JPMorgan Chase COM 46625H100 7,697 894 13.14 751 -2.21 0.7753
2018-10-03 2018-09-30 13F JPMorgan Chase COM 46625H100 6,803 0 0.00 768 8.32 0.6756
2018-07-05 2018-06-30 13F JPMorgan Chase COM 46625H100 6,803 477 7.54 709 1.87 0.5829
2018-04-16 2018-03-31 13F JPMorgan Chase COM 46625H100 6,326 555 9.62 696 12.80 0.5672
2018-01-12 2017-12-31 13F JPMorgan Chase COM 46625H100 5,771 -225 -3.75 617 7.68 0.4827
2017-10-10 2017-09-30 13F JPMorgan Chase COM 46625H100 5,996 1,954 48.34 573 55.28 0.4838
2017-07-20 2017-06-30 13F JPMorgan Chase COM 46625H100 4,042 -1,698 -29.58 369 -26.79 0.3273
2017-04-27 2017-03-31 13F JPMorgan Chase COM 46625H100 5,740 -72 -1.24 504 0.40 0.4566
2017-01-10 2016-12-31 13F JPMorgan Chase COM 46625H100 5,812 600 11.51 502 44.67 0.4982
2016-10-26 2016-09-30 13F JPMorgan Chase COM 46625H100 5,212 -2,663 -33.82 347 -29.04 0.3336
2016-07-08 2016-06-30 13F JPMorgan Chase COM 46625H100 7,875 17 0.22 489 5.16 0.4646
2016-04-06 2016-03-31 13F JPMorgan Chase COM 46625H100 7,858 1,850 30.79 465 17.13 0.4727
2016-02-03 2015-12-31 13F JPMorgan Chase COM 46625H100 6,008 -636 -9.57 397 -1.98 0.4018
2016-02-03 2015-09-30 13F JPMorgan Chase COM 46625H100 6,644 -291 -4.20 405 -13.83 0.3797
2016-02-03 2015-06-30 13F JPMorgan Chase COM 46625H100 6,935 6,935 470 0.3972
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.