JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTuttle Tactical Management LLC
Latest Disclosed Ownership2,391 shares
Latest Disclosed Value $ 703,337
Tuttle Tactical Management LLC ownership in JPM / JPMorgan Chase & Co.

On May 4, 2026 - Tuttle Tactical Management LLC filed a 13F-HR form disclosing ownership of 2,391 shares of JPMorgan Chase & Co. (MX:JPM) valued at $703,337 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 2,391 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,391 0 0.00 703 -8.70 1.1564
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,391 -203 -7.83 770 -5.87 1.7038
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,594 0 0.00 818 8.78 3.0971
2025-07-28 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,594 336 14.88 752 35.99 3.1125
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,258 262 13.13 554 15.69 2.4325
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,996 512 34.50 478 53.21 2.4610
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,484 192 14.86 313 19.54 1.7025
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,292 1,292 262 1.5748
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 0 -3,026 -100.00 0 -100.00
2021-10-22 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 3,026 1,380 83.84 495 93.36 0.5742
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,646 0 256 0.1215
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,646 -4,054 -71.12 256 -70.51 0.1133
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,700 5,700 868 0.3428
2019-07-29 2019-06-30 13F JPMORGAN CHASE COM 46625H100 0 -4,447 -100.00 0 -100.00
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,447 -35,922 -88.98 450 -88.58 0.0904
2019-01-31 2018-12-31 13F JPMORGAN CHASE COM 46625H100 40,369 23,207 135.22 3,941 103.67 1.4927
2018-11-14 2018-09-30 13F JPMorgan Chase Common Stock 46625H100 17,162 12,621 277.93 1,935 309.09 0.3676
2018-08-14 2018-06-30 13F JP Morgan Chase Common Stock 46625H100 4,541 4,541 473 0.3194
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.