Richardson Capital Management LLC JPM — J P Morgan Chase & Co

Ownership history in Richardson Capital Management LLC  ·  8 quarters on record

AI Ownership Summary

Richardson Capital Management LLC reported J P Morgan Chase & Co (JPM) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.21% in 2025 Q4. The latest visible filing shows JPM at 0.21% 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 Richardson Capital Management LLC's position in J P Morgan 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 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 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 Richardson Capital Management LLC fund profile Richardson Capital Management LLC full holdings
How Richardson Capital Management LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,269 +8 +0.6% 0.21% $409K 2026-02-14 (Est.) $301.01
2025 Q3 UNCHANGED — — — 1,261 — 0% 0.19% $398K 2025-10-31 $308.15
2025 Q2 REDUCED — — — 1,261 -5 -0.4% 0.19% $366K 2025-07-23 $292.50
2025 Q1 ADDED — — — 1,266 +1,074 +559.4% 0.19% $311K 2025-04-25 $238.90
2024 Q4 UNCHANGED — — — 192 — 0% 0.03% $46K 2025-02-04 $261.22
2024 Q3 UNCHANGED — — — 192 — 0% 0.03% $40K 2024-11-05 $214.83
2024 Q2 ADDED — — — 192 +22 +12.9% 0.03% $39K 2024-07-26 $204.60
2024 Q1 INITIATED — — — 170 — — 0.03% $34K 2024-04-17 $172.64

🏢 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 Richardson Capital Management LLC and JPM

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

How long has Richardson Capital Management LLC reported owning JPM?

Richardson Capital Management LLC reported JPM across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported JPM position in Richardson Capital Management LLC's portfolio?

The largest reported portfolio weight for JPM was 0.21% in 2025 Q4.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2025 Q4, when Richardson Capital Management LLC reported 1,269 shares, equal to 0.21% of portfolio, with an estimated market value of $409K.

What does the chart on this JPM ownership page compare?

The chart compares Richardson Capital Management LLC'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.

How well did Richardson Capital Management LLC time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, Richardson Capital Management LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on JPM relative to SPY over the holding period was +15.2%.

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