JPM — JPMORGAN CHASE & CO

Ownership history in Caption Management, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Caption Management, 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
0.61% (2024 Q1)
Avg. % of fund
0.14%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 46,000 +10,000 +27.8% 0.11% $14.5M $312.49
2025 Q3 ADDED 36,000 +29,100 +421.7% 0.09% $11.4M $312.49
2024 Q1 REDUCED 6,900 -193,100 -96.5% 0.02% $1.4M $191.89
2024 Q1 ADDED 200,000 +199,500 +39900.0% 0.61% $40.1M $191.89
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
← Back to Caption Management, LLC Holdings