JPM JPMORGAN CHASE & CO

Ownership history in CAPSTONE CAPITAL LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which CAPSTONE CAPITAL LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.23% (2024 Q4)
Avg. % of fund
0.22%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,091 +18 +1.7% 0.23% $344K $312.49
2025 Q2 UNCHANGED 1,073 0% 0.23% $311K $285.83
2025 Q1 REDUCED 1,073 -125 -10.4% 0.21% $263K $240.37
2024 Q4 REDUCED 1,198 -2 -0.2% 0.23% $287K $233.69
2024 Q3 REDUCED 1,200 -5 -0.4% 0.21% $253K $204.31
2024 Q2 ADDED 1,205 +125 +11.6% 0.22% $244K $194.90
2024 Q1 INITIATED 1,080 0.19% $216K
% of Fund (quarterly)    JPM price (monthly, adj. close)
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