JPMORGAN CHASE & CO HVII β€” HENNESSY CAP INVT CORP VII

Ownership history in JPMORGAN CHASE & CO  Β·  2 quarters on record

AI Ownership Summary

JPMORGAN CHASE & CO reported HENNESSY CAP INVT CORP VII (HVII) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.56% in 2026 Q1. The latest visible filing shows HVII at 0.56% 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 HVII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPMORGAN CHASE & CO's position in HENNESSY CAP INVT CORP VII, 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 Q1

HVII was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2026 Q1

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 Q1

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 JPMORGAN CHASE & CO held HVII β€” position size vs. price
% of Fund (quarterly)    HVII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 1,661,835 +1,651,940 +16694.7% 0.56% $17.17B 2026-05-13 $10.41
2025 Q4 INITIATED β€” β€” β€” 9,895 β€” β€” 0.00% $102K 2026-02-11 $10.31

FAQ About JPMORGAN CHASE & CO and HVII

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

How long has JPMORGAN CHASE & CO reported owning HVII?

JPMORGAN CHASE & CO reported HVII across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported HVII position in JPMORGAN CHASE & CO's portfolio?

The largest reported portfolio weight for HVII was 0.56% in 2026 Q1.

What is the latest reported HVII position on this page?

The most recent filing on this page is 2026 Q1, when JPMORGAN CHASE & CO reported 1,661,835 shares, equal to 0.56% of portfolio, with an estimated market value of $17.17B.

What does the chart on this HVII ownership page compare?

The chart compares JPMORGAN CHASE & CO's quarterly HVII 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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