Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionJSF Financial, LLC
Latest Disclosed Ownership2,685 shares
Latest Disclosed Value $ 998,149
JSF Financial, LLC reports 9.86% increase in ownership of TSLA / Tesla, Inc.

On May 7, 2026 - JSF Financial, LLC filed a 13F-HR form disclosing ownership of 2,685 shares of Tesla, Inc. (CH:TSLA) valued at $998,149 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 2,444 shares of Tesla, Inc.. This represents a change in shares of 9.86% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F TESLA COM 88160R101 2,685 241 9.86 998 -9.19 0.1957
2026-02-04 2025-12-31 13F TESLA COM 88160R101 2,444 205 9.16 1,099 10.45 0.2278
2025-11-03 2025-09-30 13F TESLA COM 88160R101 2,239 -153 -6.40 996 31.09 0.2209
2025-07-22 2025-06-30 13F TESLA COM 88160R101 2,392 154 6.88 760 30.86 0.1806
2025-05-07 2025-03-31 13F TESLA COM 88160R101 2,238 322 16.81 580 -24.97 0.1530
2025-01-29 2024-12-31 13F TESLA COM 88160R101 1,916 22 1.16 774 56.16 0.2069
2024-11-12 2024-09-30 13F TESLA COM 88160R101 1,894 0 0.00 496 32.35 0.1445
2024-08-14 2024-06-30 13F TESLA COM 88160R101 1,894 80 4.41 375 17.61 0.1148
2024-05-13 2024-03-31 13F TESLA COM 88160R101 1,814 552 43.74 319 1.60 0.0998
2024-02-14 2023-12-31 13F TESLA COM 88160R101 1,262 0 0.00 314 -0.63 0.1088
2023-11-08 2023-09-30 13F TESLA COM 88160R101 1,262 -65 -4.90 316 -9.22 0.1223
2023-08-02 2023-06-30 13F TESLA COM 88160R101 1,327 72 5.74 347 33.46 0.1229
2023-05-12 2023-03-31 13F TESLA COM 88160R101 1,255 1,255 260 0.0973
2023-02-10 2022-12-31 13F TESLA COM 88160R101 0 -1,389 -100.00 0 -100.00
2022-11-10 2022-09-30 13F TESLA COM 88160R101 1,389 967 229.15 368 29.58 0.1397
2022-07-28 2022-06-30 13F TESLA COM 88160R101 422 4 0.96 284 -36.89 0.1287
2022-05-12 2022-03-31 13F TESLA COM 88160R101 418 113 37.05 450 39.75 0.1915
2022-02-10 2021-12-31 13F TESLA COM 88160R101 305 -45 -12.86 322 18.82 0.1567
2021-11-12 2021-09-30 13F TESLA COM 88160R101 350 26 8.02 271 23.18 0.1342
2021-08-12 2021-06-30 13F TESLA COM 88160R101 324 -86 -20.98 220 -19.71 0.1296
2021-05-04 2021-03-31 13F TESLA COM 88160R101 410 10 2.50 274 -2.84 0.1720
2021-02-04 2020-12-31 13F TESLA COM 88160R101 400 400 282 0.1970
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.