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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tucker Asset Management's JPM Position: Q4 2025 in Review

Tucker Asset Management reduced its JPMorgan Chase (JPM) stake by 4.5% in Q4 2025, selling an estimated $34.4K and leaving 2,367 shares worth $763K. The position accounts for 0.22% of the portfolio, ranked #29.

Tucker Asset Management first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $782K in Q3 2025. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Tucker Asset Management held 2,367 shares of JPMorgan Chase worth $763K as of Q4 2025.
  • Tucker Asset Management sold 111 JPMorgan Chase shares in Q4 2025, an estimated $34.4K.
  • JPMorgan Chase made up 0.22% of Tucker Asset Management's portfolio in Q4 2025, its #29 holding.
  • Tucker Asset Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • Tucker Asset Management's JPMorgan Chase position peaked at $782K in Q3 2025.
  • 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.