JPM NYSE J.P. MORGAN CHASE COM

Ownership history in CADINHA & CO LLC  ·  50 quarters on record

AI Ownership Summary

CADINHA & CO LLC reported NYSE J.P. MORGAN CHASE COM (JPM) in 50 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 4.94% in 2024 Q4. The latest visible filing shows JPM at 2.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CADINHA & CO LLC's position in NYSE J.P. MORGAN CHASE COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPM was reported at 2.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.94% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CADINHA & CO LLC held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 51,614 -48,904 -48.7% 2.57% $16.6M 2026-02-14 (Est.) $302.55
2025 Q3 ADDED 100,518 +1,393 +1.4% 4.31% $31.7M 2025-10-17 $296.22
2025 Q2 ADDED 99,125 +39,443 +66.1% 4.77% $28.7M 2025-07-31 $293.48
2025 Q1 REDUCED 59,682 -64,491 -51.9% 3.15% $14.6M 2025-04-04 $207.32
2024 Q4 ADDED 124,173 +123,158 +12133.8% 4.94% $29.8M 2025-01-16 $249.16
2024 Q2 REDUCED 1,015 -1,954 -65.8% 0.04% $205K 2024-07-31 $206.19
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CADINHA & CO LLC and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CADINHA & CO LLC reported owning JPM?

CADINHA & CO LLC reported JPM across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported JPM position in CADINHA & CO LLC's portfolio?

The largest reported portfolio weight for JPM was 4.94% in 2024 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when CADINHA & CO LLC reported 51,614 shares, equal to 2.57% of portfolio, with an estimated market value of $16.6M.

What does the chart on this JPM ownership page compare?

The chart compares CADINHA & CO LLC's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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