JPM β€” JPMORGAN CHASE & CO COM

Ownership history in G&S Capital LLC  Β·  24 quarters on record

AI Ownership Summary

G&S Capital LLC reported JPMORGAN CHASE & CO COM (JPM) in 24 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.46% in 2023 Q3. The latest visible filing shows JPM at 1.25% 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 G&S Capital LLC's position in JPMORGAN CHASE & CO 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 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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 G&S Capital LLC held JPM β€” position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,959 -220 -2.0% 1.25% $3.5M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 11,179 -231 -2.0% 1.30% $3.5M 2025-10-23 $293.22
2025 Q2 REDUCED 11,410 -97 -0.8% 1.31% $3.3M 2025-07-17 $287.20
2025 Q1 REDUCED 11,507 -2,844 -19.8% 1.20% $2.8M 2025-04-25 $240.13
2024 Q4 REDUCED 14,351 -642 -4.3% 1.42% $3.4M 2025-01-30 $262.84
2024 Q3 ADDED 14,993 +6,717 +81.2% 1.33% $3.2M 2024-10-16 $218.02
2024 Q2 REDUCED 8,276 -1,352 -14.0% 0.76% $1.7M 2024-07-30 $208.51
2024 Q1 REDUCED 9,628 -443 -4.4% 0.86% $1.9M 2024-04-15 $176.23
2023 Q4 REDUCED 10,071 -9,645 -48.9% 0.81% $1.7M 2024-01-29 $165.48
2023 Q3 ADDED 19,716 +8,709 +79.1% 1.46% $2.9M 2023-10-12 $138.83
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About G&S Capital 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 G&S Capital LLC reported owning JPM?

G&S Capital LLC reported JPM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JPM position in G&S Capital LLC's portfolio?

The largest reported portfolio weight for JPM was 1.46% in 2023 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when G&S Capital LLC reported 10,959 shares, equal to 1.25% of portfolio, with an estimated market value of $3.5M.

What does the chart on this JPM ownership page compare?

The chart compares G&S Capital 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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