JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership3,155,380 shares
Latest Disclosed Value $ 1,016,726,726
CIBC Private Wealth Group, LLC reports 1.16% decrease in ownership of JPM / JPMorgan Chase & Co.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 3,155,380 shares of JPMorgan Chase & Co. (US:JPM) valued at $1,016,726,544 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 3,192,322 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.16% during the quarter. The current value of the position is $949,296,073 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.

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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)
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,155,380 -36,942 -1.16 1,016,727 0.97 1.7186
2025-11-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,192,322 -55,705 -1.72 1,006,954 6.94 1.7239
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,248,027 -2,058 -0.06 941,636 33.59 1.6820
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,250,085 7,297 0.23 704,846 -10.60 1.4885
2025-02-12 2024-12-31 13F JPMorgan Chase COM 46625H100 3,242,788 -69,766 -2.11 788,419 12.88 1.4294
2024-11-13 2024-09-30 13F JPMorgan Chase COM 46625H100 3,312,554 196,239 6.30 698,485 9.25 1.2517
2024-08-09 2024-06-30 13F JPMorgan Chase COM 46625H100 3,116,315 -35,832 -1.14 639,374 1.96 1.1992
2024-05-10 2024-03-31 13F JPMorgan Chase COM 46625H100 3,152,147 -63,358 -1.97 627,088 14.65 1.2283
2024-02-13 2023-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 3,215,505 -49,214 -1.51 546,957 15.53 1.1585
2023-11-13 2023-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,264,719 -124,283 -3.67 473,449 -3.95 1.1204
2023-11-21 2023-06-30 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 3,389,002 47,908 1.43 492,896 230.45 1.0777
2023-08-10 2023-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,389,002 47,908 492,896 1.0779
2023-11-21 2023-03-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 3,341,094 -32,466 -0.96 149,157 -55.57 0.3302
2023-05-12 2023-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 3,341,094 -32,466 149,157 0.3242
2023-06-01 2022-12-31 13F/A-2 JPMORGAN CHASE & CO COM COM 46625H100 3,373,560 13,734 0.41 335,676 -4.39 1.1275
2023-02-14 2022-12-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 3,373,560 13,734 452,394 0.9472
2023-02-13 2022-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 3,373,560 13,734 452,394 0.0005
2022-11-15 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,359,826 -188,535 -5.31 351,101 -12.13 0.9456
2022-08-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,548,361 -78,909 -2.18 399,580 -19.19 1.0378
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,627,270 -1,175,110 -24.47 494,470 -34.98 1.0793
2022-04-04 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,802,380 46,795 0.98 760,457 -2.31 1.5771
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,802,380 46,795 760,457 1.5771
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,755,585 -27,976 -0.58 778,441 4.62 1.8111
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,783,561 8,930 0.19 744,036 2.37 1.7090
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,774,631 95,131 2.03 726,840 22.24 1.8301
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,679,500 132,578 2.92 594,625 35.87 1.5720
2020-11-03 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,546,922 1,685,017 58.88 437,636 62.58 1.3405
2020-10-29 2020-09-30 13F JP MORGAN CHASE COMMON STOCK, R 46625H100 41,577 -2,820,328 4,003 175,936.7876
2020-08-13 2020-06-30 13F JPMORGAN CHASE & CO COM Com 46625H100 2,861,905 -1,361,211 -32.23 269,190 -29.20 1.3082
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,223,116 -286,173 -6.35 380,206 -39.51 1.6305
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,509,289 26,332 0.59 628,594 19.14 2.0503
2019-10-16 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,482,957 -82,560 -1.81 527,599 3.36 1.8558
2019-07-31 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,565,517 322,114 7.59 510,424 18.83 1.7911
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,243,403 -32,312 -0.76 429,559 2.91 1.6571
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,275,715 2,818 0.07 417,395 -13.43 1.8610
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,272,897 -31,323 -0.73 482,154 7.50 1.8279
2018-08-02 2018-06-30 13F JPMORGAN CHASE COM 46625H100 4,304,220 -24,543 -0.57 448,499 -5.78 1.8288
2018-05-17 2018-03-31 13F JPMORGAN CHASE COM 46625H100 4,328,763 -32,828 -0.75 476,033 2.06 2.0690
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,361,591 -36,595 -0.83 466,429 11.04 1.9782
2017-12-21 2017-09-30 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 4,398,186 1,692,999 62.58 420,070 69.89 1.9147
2017-11-14 2017-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,398,186 1,692,999 420,070
2017-08-09 2017-06-30 13F JPMORGAN CHASE & CO COM Com 46625H100 2,705,187 67,238 2.55 247,254 6.70 1.5524
2017-05-10 2017-03-31 13F JPMORGAN CHASE & CO COM Com 46625H100 2,637,949 102,149 4.03 231,718 5.90 1.4556
2017-02-13 2016-12-31 13F JPMORGAN CHASE & CO COM Com 46625H100 2,535,800 94,425 3.87 218,814 34.60 1.4467
2016-11-09 2016-09-30 13F JPMORGAN CHASE & CO COM Com 46625H100 2,441,375 58,815 2.47 162,572 9.81 1.1275
2016-08-11 2016-06-30 13F JPMORGAN CHASE & CO COM Com 46625H100 2,382,560 31,557 1.34 148,052 6.34 1.0808
2016-05-11 2016-03-31 13F JPMORGAN CHASE & CO COM Com 46625H100 2,351,003 124,159 5.58 139,226 -5.31 1.0758
2016-02-10 2015-12-31 13F JPMORGAN CHASE & CO COM Com 46625H100 2,226,844 40,118 1.83 147,038 10.29 1.1505
2015-11-12 2015-09-30 13F JPMORGAN CHASE & CO COM Com 46625H100 2,186,726 34,812 1.62 133,325 -8.56 1.0969
2015-08-13 2015-06-30 13F JPMORGAN CHASE & CO COM Com 46625H100 2,151,914 11,522 0.54 145,813 12.45 1.0612
2015-05-11 2015-03-31 13F JPMORGAN CHASE & CO COM Com 46625H100 2,140,392 40,274 1.92 129,665 -1.34 0.9579
2015-02-12 2014-12-31 13F JPMORGAN CHASE & CO COM Com 46625H100 2,100,118 21,055 1.01 131,425 4.94 1.0059
2014-11-12 2014-09-30 13F JPMORGAN CHASE & CO COM Com 46625H100 2,079,063 -6,812 -0.33 125,243 4.21 0.9850
2014-08-13 2014-06-30 13F JPMORGAN CHASE & CO COM Com 46625H100 2,085,875 6,803 0.33 120,188 -4.42 0.9752
2014-05-14 2014-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,079,072 2,079,072 125,742 1.0691
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.