JPM — JPMORGAN CHASE & CO

Ownership history in Morton Capital Management LLC/CA  ·  11 quarters on record

AI Ownership Summary

Morton Capital Management LLC/CA reported JPMORGAN CHASE & CO (JPM) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.65% in 2025 Q2. The latest visible filing shows JPM at 0.47% 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 Morton Capital Management LLC/CA'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 Q1

JPM was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 Q2

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 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.

JPM stock page Morton Capital Management LLC/CA fund profile Morton Capital Management LLC/CA full holdings
How Morton Capital Management LLC/CA held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 10,818 -555 -4.9% 0.47% $3.2M 2026-04-21 $313.00
2025 Q4 REDUCED 11,373 -409 -3.5% 0.56% $3.7M 2026-02-03 $313.25
2025 Q3 REDUCED 11,782 -891 -7.0% 0.61% $3.7M 2025-10-24 $297.57
2025 Q2 ADDED 12,673 +1,004 +8.6% 0.65% $3.7M 2025-07-23 $292.50
2025 Q1 ADDED 11,669 +95 +0.8% 0.55% $2.9M 2025-04-17 $227.53
2024 Q4 ADDED 11,574 +4 +0.0% 0.52% $2.8M 2025-01-15 $246.02
2024 Q3 ADDED 11,570 +1,963 +20.4% 0.48% $2.4M 2024-10-09 $207.00
2024 Q2 REDUCED 9,607 -4 -0.0% 0.46% $1.9M 2024-07-12 $197.56
2024 Q1 ADDED 9,611 +106 +1.1% 0.52% $1.9M 2024-04-12 $175.24
2023 Q4 ADDED 9,505 +28 +0.3% 0.48% $1.6M 2024-01-18 $159.57
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2026 Q1 — sorted by position size

Courant Investment Management LLC 3Y 7Y 20.31% Community Bank of Raymore 3Y 7Y 10.75% Summerhill Capital Management lnc. 8.21% James Hambro & Partners LLP 3Y 7Y 7.67% Nexus Investment Management ULC 3Y 7Y 7.67% Berry Wealth Group, LP 7.42% KG Capital Management 3Y 7Y 6.19% Constitution Capital LLC 3Y 5.94% JCIC Asset Management Inc. 3Y 7Y 5.78% Chronos Wealth Management, LLC 3Y 5.72%

FAQ About Morton Capital Management LLC/CA and JPM

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

How long has Morton Capital Management LLC/CA reported owning JPM?

Morton Capital Management LLC/CA reported JPM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for JPM was 0.65% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when Morton Capital Management LLC/CA reported 10,818 shares, equal to 0.47% of portfolio, with an estimated market value of $3.2M.

What does the chart on this JPM ownership page compare?

The chart compares Morton Capital Management LLC/CA'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.

← Back to Morton Capital Management LLC/CA Holdings