JPM β€” JPMORGAN CHASE & CO.

Ownership history in Park Capital Management, LLC / WI  Β·  6 quarters on record

AI Ownership Summary

Park Capital Management, LLC / WI reported JPMORGAN CHASE & CO. (JPM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.64% in 2025 Q1. The latest visible filing shows JPM at 1.31% 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 Park Capital Management, LLC / WI'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 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.64% in 2025 Q1

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

Time in book
Holding Window
2024 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 Park Capital Management, LLC / WI 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 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,570 -246 -5.1% 1.31% $1.3M 2026-04-15 $305.93
2025 Q4 REDUCED 4,816 -242 -4.8% 1.11% $1.6M 2026-01-20 $301.20
2025 Q3 REDUCED 5,058 -133 -2.6% 1.28% $1.6M 2025-10-16 $295.69
2025 Q2 REDUCED 5,191 -536 -9.4% 1.39% $1.5M 2025-07-10 $284.05
2025 Q1 ADDED 5,727 +194 +3.5% 1.64% $1.4M 2025-04-22 $231.10
2024 Q4 INITIATED 5,533 β€” β€” 1.59% $1.3M 2025-01-29 $259.89

FAQ About Park Capital Management, LLC / WI and JPM

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

How long has Park Capital Management, LLC / WI reported owning JPM?

Park Capital Management, LLC / WI reported JPM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JPM position in Park Capital Management, LLC / WI's portfolio?

The largest reported portfolio weight for JPM was 1.64% in 2025 Q1.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when Park Capital Management, LLC / WI reported 4,570 shares, equal to 1.31% of portfolio, with an estimated market value of $1.3M.

What does the chart on this JPM ownership page compare?

The chart compares Park Capital Management, LLC / WI'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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