SCHEDULE: JPMorgan Chase & Co. Boosts Twilio Stake to 6.0%

JPMorgan Chase & Co. has filed an amended Schedule 13G, reporting a 6.0% beneficial ownership stake in Twilio Inc.'s Class A Common Stock as of December 31, 2025.

Summary

• JPMorgan Chase & Co. (JPMC) reported beneficial ownership of 9,152,777 shares of Twilio Inc. Class A Common Stock.
• This ownership represents 6.0% of Twilio's Class A Common Stock.
• JPMC holds sole voting power over 7,061,018 shares and shared voting power over 12,698 shares.
• JPMC holds sole dispositive power over 9,143,961 shares and shared dispositive power over 8,631 shares.
• The filing is an Amendment No. 2 to a Schedule 13G, indicating an update to a previously reported beneficial ownership position.
• The event date requiring this filing was December 31, 2025.

Sentiment

Score: 5

Explanation: Neutral. This is a routine disclosure of beneficial ownership by an institutional investor, indicating a significant but passive stake. It does not inherently convey positive or negative sentiment about the issuer's operational performance or future prospects, only the investor's current position.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of an institutional investor's passive stake and does not provide specific insights into broader industry trends or competitive dynamics for Twilio Inc. It primarily reflects JPMorgan Chase & Co.'s investment position.

Stakeholder Impact

• Shareholders of Twilio Inc. will note that a major institutional investor, JPMorgan Chase & Co., holds a 6.0% stake, which can be viewed as a significant institutional endorsement or a factor influencing market liquidity.

Key Dates

Keywords

JPMorgan Chase, Twilio, Schedule 13G, Beneficial Ownership, Class A Common Stock, Institutional Ownership, SEC Filing, Investment, Stake