Tucker Asset Management’s JPMorgan Chase JPM Stock Holding History

Tucker Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$822K	Buy	2,510 +285	+13%	+$88.5K	0.2%	50
2026 Q1	$655K	Sell	2,225 -142	-6%	-$43.1K	0.2%	41
2025 Q4	$763K	Sell	2,367 -111	-4%	-$34.4K	0.22%	29
2025 Q3	$782K	Sell	2,478 -191	-7%	-$56.8K	0.24%	29
2025 Q2	$774K	Buy	2,669 +261	+11%	+$66.6K	0.25%	27
2025 Q1	$591K	Sell	2,408 -446	-16%	-$114K	0.19%	29
2024 Q4	$684K	Sell	2,854 -382	-12%	-$89K	0.07%	37
2024 Q3	$682K	Buy	3,236 +249	+8%	+$52.4K	0.16%	38
2024 Q2	$604K	Sell	2,987 -57	-2%	-$11.1K	0.13%	45
2024 Q1	$610K	Buy	3,044 +658	+28%	+$119K	0.14%	42
2023 Q4	$406K	Buy	2,386 +225	+10%	+$34.1K	0.1%	81
2023 Q3	$313K	Buy	2,161 +261	+14%	+$39.1K	0.08%	94
2023 Q2	$276K	Sell	1,900 -126	-6%	-$17.3K	0.08%	79
2023 Q1	$264K	Buy	2,026 +104	+5%	+$14.3K	0.08%	65
2022 Q4	$256K	Buy	1,922 +437	+29%	+$55.4K	0.08%	38
2022 Q3	$187K	Buy	1,485 +361	+32%	+$41.4K	0.06%	40
2022 Q2	$127K	Buy	1,124 +240	+27%	+$29.7K	0.04%	32
2022 Q1	$121K	Buy	884 +165	+23%	+$24.4K	0.04%	36
2021 Q4	$114K	Buy	719 +24	+3%	+$3.94K	0.04%	40
2021 Q3	$118K	Buy	695 +355	+104%	+$55.7K	0.04%	37
2021 Q2	$52.9K	Sell	340 -29	-8%	-$4.55K	0.02%	65
2021 Q1	$56.2K	Sell	369 -135	-27%	-$19.4K	0.03%	68
2020 Q4	$64K	Buy	+504	New	+$56.3K	0.04%	50

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tucker Asset Management's JPM Position: Q2 2026 in Review

Tucker Asset Management increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $88.5K and bringing the position to 2,510 shares worth $822K. The position accounts for 0.2% of the portfolio, ranked #50.

Tucker Asset Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Tucker Asset Management held 2,510 shares of JPMorgan Chase worth $822K as of Q2 2026.
Tucker Asset Management bought 285 JPMorgan Chase shares in Q2 2026, an estimated $88.5K.
JPMorgan Chase made up 0.2% of Tucker Asset Management's portfolio in Q2 2026, its #50 holding.
Tucker Asset Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.