JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTanaka Capital Management Inc
Latest Disclosed Ownership188 shares
Latest Disclosed Value $ 55
Tanaka Capital Management Inc reports 9.18% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 18, 2026 - Tanaka Capital Management Inc filed a 13F-HR form disclosing ownership of 188 shares of JPMorgan Chase & Co. (MX:JPM) valued at $55 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 207 shares of JPMorgan Chase & Co..

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)
2026-05-18 2026-03-31 13F JPMorgan Chase and COM 46625H100 188 -19 -9.18 0 0.0918
2026-02-17 2025-12-31 13F JPMorgan Chase and COM 46625H100 207 0 0.00 0 0.1222
2025-11-14 2025-09-30 13F JPMorgan Chase and COM 46625H100 207 -10 -4.61 0 0.1170
2025-05-15 2025-03-31 13F JPMorgan Chase and COM 46625H100 217 -15 -6.47 0 0.1262
2025-02-14 2024-12-31 13F JPMorgan Chase and COM 46625H100 232 -31 -11.79 0 0.1280
2024-11-15 2024-09-30 13F JPMorgan Chase and COM 46625H100 263 -31 -10.54 0 0.1272
2024-08-15 2024-06-30 13F JPMorgan Chase and COM 46625H100 294 -25 -7.84 0 0.1397
2024-05-15 2024-03-31 13F JPMorgan Chase and COM 46625H100 319 -12 -3.63 0 0.1575
2024-02-14 2023-12-31 13F JPMorgan Chase and COM 46625H100 331 0 0.00 0 0.1369
2023-11-14 2023-09-30 13F JPMorgan Chase and COM 46625H100 331 -20 -5.70 0 0.1371
2023-08-14 2023-06-30 13F JPMorgan Chase and COM 46625H100 351 -35 -9.07 0 0.1379
2023-05-12 2023-03-31 13F JPMorgan Chase and COM 46625H100 386 0 0.00 0 0.1452
2023-02-15 2022-12-31 13F JPMorgan Chase and COM 46625H100 386 -6 -1.53 0 -100.00 0.1650
2022-11-15 2022-09-30 13F JPMorgan Chase and COM 46625H100 392 0 0.00 41 -6.82 0.1223
2022-08-15 2022-06-30 13F JPMorgan Chase and COM 46625H100 392 -1,080 -73.37 44 -78.11 0.1431
2022-05-16 2022-03-31 13F JPMorgan Chase and COM 46625H100 1,472 -15 -1.01 201 -14.47 0.4059
2022-02-14 2021-12-31 13F JPMorgan Chase and COM 46625H100 1,487 -338 -18.52 235 -21.40 0.4466
2021-11-15 2021-09-30 13F JPMorgan Chase and COM 46625H100 1,825 -100 -5.19 299 0.00 0.4264
2021-08-13 2021-06-30 13F JPMorgan Chase and COM 46625H100 1,925 -2,390 -55.39 299 -54.49 0.4039
2021-05-17 2021-03-31 13F JPMorgan Chase and COM 46625H100 4,315 2,390 124.16 657 168.16 0.8335
2021-02-11 2020-12-31 13F JPMorgan Chase and COM 46625H100 1,925 0 0.00 245 32.43 0.5440
2020-11-13 2020-09-30 13F JPMorgan Chase and COM 46625H100 1,925 0 0.00 185 2.21 0.5796
2020-08-17 2020-06-30 13F JPMorgan Chase and COM 46625H100 1,925 -12 -0.62 181 4.02 0.5609
2020-05-15 2020-03-31 13F JPMorgan Chase and COM 46625H100 1,937 0 0.00 174 -35.56 0.7614
2020-02-14 2019-12-31 13F JPMorgan Chase and COM 46625H100 1,937 0 0.00 270 18.42 0.8557
2019-11-15 2019-09-30 13F JPMorgan Chase and COM 46625H100 1,937 -54 -2.71 228 2.24 0.7362
2019-08-15 2019-06-30 13F JPMorgan Chase and COM 46625H100 1,991 -19 -0.95 223 9.85 0.6832
2019-05-16 2019-03-31 13F JPMorgan Chase and COM 46625H100 2,010 11 0.55 203 4.10 0.6121
2019-02-14 2018-12-31 13F JPMorgan Chase and COM 46625H100 1,999 0 0.00 195 -13.72 0.6199
2018-11-15 2018-09-30 13F JPMorgan Chase and COM 46625H100 1,999 0 0.00 226 8.65 0.5251
2018-08-15 2018-06-30 13F JPMorgan Chase and COM 46625H100 1,999 0 0.00 208 -5.45 0.4987
2018-05-15 2018-03-31 13F JPMorgan Chase and COM 46625H100 1,999 81 4.22 220 7.32 0.5259
2018-02-15 2017-12-31 13F JPMorgan Chase and COM 46625H100 1,918 -76 -3.81 205 7.89 0.4681
2017-11-15 2017-09-30 13F JPMorgan Chase and COM 46625H100 1,994 0 0.00 190 4.40 0.4236
2017-08-15 2017-06-30 13F JPMorgan Chase and COM 46625H100 1,994 264 15.26 182 19.74 0.4170
2017-05-15 2017-03-31 13F JPMorgan Chase and COM 46625H100 1,730 0 0.00 152 2.01 0.3351
2017-02-15 2016-12-31 13F JPMorgan Chase and COM 46625H100 1,730 0 0.00 149 29.57 0.3487
2016-11-15 2016-09-30 13F JPMorgan Chase and COM 46625H100 1,730 0 0.00 115 6.48 0.2757
2016-08-15 2016-06-30 13F JPMorgan Chase and COM 46625H100 1,730 0 0.00 108 5.88 0.2775
2016-05-16 2016-03-31 13F JPMorgan Chase and COM 46625H100 1,730 0 0.00 102 -10.53 0.2296
2016-02-17 2015-12-31 13F JPMorgan Chase and COM 46625H100 1,730 0 0.00 114 8.57 0.2455
2015-11-16 2015-09-30 13F JPMorgan Chase and COM 46625H100 1,730 0 0.00 105 -10.26 0.2656
2015-08-07 2015-06-30 13F JPMorgan Chase and COM 46625H100 1,730 0 0.00 117 11.43 0.2901
2015-05-13 2015-03-31 13F JPMorgan Chase and COM 46625H100 1,730 -80 -4.42 105 -7.08 0.2902
2015-02-17 2014-12-31 13F JPMorgan Chase and COM 46625H100 1,810 1,810 113 0.3361
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.