JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTucker Asset Management Llc
Latest Disclosed Ownership2,367 shares
Latest Disclosed Value $ 762,695
Tucker Asset Management Llc reports 4.48% decrease in ownership of JPM / JPMorgan Chase & Co.

On February 5, 2026 - Tucker Asset Management Llc filed a 13F-HR form disclosing ownership of 2,367 shares of JPMorgan Chase & Co. (MX:JPM) valued at $762,695 USD as of December 31, 2025. The entity filed a previous 13F-HR on January 6, 2026 disclosing 2,478 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.48% 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)
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,367 -111 -4.48 763 -2.43 0.2221
2026-01-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,478 -191 -7.16 782 1.03 0.2356
2026-01-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,669 261 10.84 774 31.02 0.2474
2026-01-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,408 -446 -15.63 591 -13.74 0.1913
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,854 -382 -11.80 684 0.29 0.0729
2025-02-03 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,236 249 8.34 682 12.91 0.1576
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,987 -57 -1.87 604 -0.82 0.1319
2024-08-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,044 658 27.58 610 50.37 0.1405
2024-03-04 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,386 225 10.41 406 29.39 0.1013
2023-12-04 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,161 261 13.74 313 13.41 0.0837
2023-09-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,900 -126 -6.22 276 4.55 0.0803
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,026 104 5.41 264 3.13 0.0789
2023-05-11 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,922 437 29.43 256 37.63 0.0824
2023-05-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,485 361 32.12 187 47.62 0.0610
2023-05-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,124 240 27.15 127 5.00 0.0409
2023-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 884 165 22.95 121 6.19 0.0376
2023-05-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 719 24 3.45 114 -4.24 0.0367
2023-08-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 695 355 104.41 118 126.92 0.0426
2023-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 340 -29 -7.86 53 -7.14 0.0239
2023-08-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 369 -135 -26.79 56 -12.50 0.0296
2023-06-07 2020-12-31 13F JPMORGAN CHASE COM 46625H100 504 504 64 0.0387
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.