FELL CAPITAL MANAGEMENT /ADV JPM β€” JPMORGAN CHASE & CO.

Ownership history in FELL CAPITAL MANAGEMENT /ADV  Β·  3 quarters on record

AI Ownership Summary

FELL CAPITAL MANAGEMENT /ADV reported JPMORGAN CHASE & CO. (JPM) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 1.82% in 2025 Q4. The latest visible filing shows JPM at 1.49% 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.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FELL CAPITAL MANAGEMENT /ADV's position in JPMORGAN CHASE & CO., 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
2026 Q2

JPM was reported at 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.82% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 FELL CAPITAL MANAGEMENT /ADV held JPM β€” position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 5,420 -225 -4.0% 1.49% $1.8M 2026-07-24 $353.21
2026 Q1 REDUCED β€” β€” β€” 5,645 -150 -2.6% 1.58% $1.7M 2026-05-04 $306.27
2025 Q4 INITIATED β€” β€” β€” 5,795 β€” β€” 1.82% $1.9M 2026-03-27 $280.14

FAQ About FELL CAPITAL MANAGEMENT /ADV and JPM

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

How long has FELL CAPITAL MANAGEMENT /ADV reported owning JPM?

FELL CAPITAL MANAGEMENT /ADV reported JPM across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported JPM position in FELL CAPITAL MANAGEMENT /ADV's portfolio?

The largest reported portfolio weight for JPM was 1.82% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q2, when FELL CAPITAL MANAGEMENT /ADV reported 5,420 shares, equal to 1.49% of portfolio, with an estimated market value of $1.8M.

What does the chart on this JPM ownership page compare?

The chart compares FELL CAPITAL MANAGEMENT /ADV'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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