JPM — JPMORGAN CHASE & CO

Ownership history in Quantinno Capital Management LP  ·  20 quarters on record

AI Ownership Summary

Quantinno Capital Management LP reported JPMORGAN CHASE & CO (JPM) in 20 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.92% in 2025 Q2. The latest visible filing shows JPM at 0.84% 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 Quantinno Capital Management LP'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 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% 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 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.

JPM stock page Quantinno Capital Management LP fund profile Quantinno Capital Management LP full holdings
How Quantinno Capital Management LP held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 12 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,292,169 +1,280,569 +11039.4% 0.84% $416.4M 2026-02-14 (Est.) $302.55
2025 Q4 REDUCED 11,600 -982,657 -98.8% 0.01% $3.7M 2026-02-14 (Est.) $302.55
2025 Q3 ADDED 994,257 +259,876 +35.4% 0.86% $313.6M 2025-11-14 $302.25
2025 Q2 ADDED 734,381 +722,481 +6071.3% 0.92% $212.9M 2025-08-14 $291.42
2025 Q2 REDUCED 11,900 -478,521 -97.6% 0.01% $3.4M 2025-08-14 $291.42
2025 Q1 ADDED 490,421 +157,178 +47.2% 0.78% $120.3M 2025-05-12 $256.39
2024 Q4 ADDED 333,243 +72,956 +28.0% 0.79% $79.9M 2025-02-14 $271.03
2024 Q3 ADDED 260,287 +84,437 +48.0% 0.71% $54.9M 2024-11-14 $235.79
2024 Q2 ADDED 175,850 +28,713 +19.5% 0.64% $35.6M 2024-08-14 $203.71
2024 Q1 ADDED 147,137 +31,607 +27.4% 0.64% $29.5M 2024-05-14 $194.17
2023 Q4 ADDED 115,530 +14,735 +14.6% 0.69% $19.7M 2024-02-14 $168.64
2023 Q3 ADDED 100,795 +21,365 +26.9% 0.67% $14.6M 2023-11-14 $141.34
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2025 Q4 — 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% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53%

FAQ About Quantinno Capital Management LP and JPM

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

How long has Quantinno Capital Management LP reported owning JPM?

Quantinno Capital Management LP reported JPM across 12 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JPM position in Quantinno Capital Management LP's portfolio?

The largest reported portfolio weight for JPM was 0.92% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Quantinno Capital Management LP reported 1,292,169 shares, equal to 0.84% of portfolio, with an estimated market value of $416.4M.

What does the chart on this JPM ownership page compare?

The chart compares Quantinno Capital Management LP'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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