JPM β€” JPMORGAN CHASE & CO

Ownership history in Highview Capital Management LLC/DE/  Β·  17 quarters on record

AI Ownership Summary

Highview Capital Management LLC/DE/ reported JPMORGAN CHASE & CO (JPM) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.55% in 2025 Q3. The latest visible filing shows JPM at 1.54% 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 Highview Capital Management LLC/DE/'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
2025 Q4

JPM was reported at 1.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.55% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 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.

JPM stock page Highview Capital Management LLC/DE/ fund profile Highview Capital Management LLC/DE/ full holdings
How Highview Capital Management LLC/DE/ held JPM β€” position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 13,513 +123 +0.9% 1.54% $4.4M 2026-02-14 (Est.) $302.55
2025 Q3 REDUCED 13,390 -211 -1.6% 1.55% $4.2M 2025-11-13 $308.09
2025 Q2 ADDED 13,601 +295 +2.2% 1.52% $3.9M 2025-08-11 $286.87
2025 Q1 REDUCED 13,306 -317 -2.3% 1.37% $3.3M 2025-04-30 $241.18
2024 Q4 ADDED 13,623 +1,893 +16.1% 1.27% $3.3M 2025-01-31 $261.93
2024 Q3 ADDED 11,730 +454 +4.0% 1.01% $2.5M 2024-10-25 $216.72
2024 Q2 ADDED 11,276 +1,088 +10.7% 0.95% $2.3M 2024-07-29 $204.30
2024 Q1 REDUCED 10,188 -1,250 -10.9% 0.92% $2.0M 2024-04-26 $186.45
2023 Q4 ADDED 11,438 +147 +1.3% 1.04% $1.9M 2024-01-29 $165.48
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding JPM

As of 2025 Q4 β€” 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% Global Frontier Investments LLC 3Y 19.97% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% DKRT Investments Corp. 11.4% SS&H Financial Advisors, Inc. 3Y 9.9%

FAQ About Highview Capital Management LLC/DE/ and JPM

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

How long has Highview Capital Management LLC/DE/ reported owning JPM?

Highview Capital Management LLC/DE/ reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JPM position in Highview Capital Management LLC/DE/'s portfolio?

The largest reported portfolio weight for JPM was 1.55% in 2025 Q3.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Highview Capital Management LLC/DE/ reported 13,513 shares, equal to 1.54% of portfolio, with an estimated market value of $4.4M.

What does the chart on this JPM ownership page compare?

The chart compares Highview Capital Management LLC/DE/'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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