Ring Mountain Capital, LLC JPM — JPMORGAN CHASE & CO.

Ownership history in Ring Mountain Capital, LLC  ·  6 quarters on record

AI Ownership Summary

Ring Mountain Capital, LLC reported JPMORGAN CHASE & CO. (JPM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.55% in 2025 Q1. The latest visible filing shows JPM at 0.49% 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 Ring Mountain Capital, LLC'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 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% 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.

JPM stock page Ring Mountain Capital, LLC fund profile Ring Mountain Capital, LLC full holdings
How Ring Mountain Capital, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,072 -6 -0.2% 0.49% $904 2026-05-01 $312.47
2025 Q4 ADDED — — — 3,078 +9 +0.3% 0.49% $962 2026-01-27 $298.78
2025 Q3 ADDED — — — 3,069 +16 +0.5% 0.54% $968 2025-11-13 $306.52
2025 Q2 ADDED — — — 3,053 +45 +1.5% 0.54% $889K 2025-08-05 $287.19
2025 Q1 ADDED — — — 3,008 +96 +3.3% 0.55% $738K 2025-05-05 $247.74
2024 Q4 INITIATED — — — 2,912 — — 0.47% $698K 2025-02-06 $269.95

🏢 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% BAYPOINTE PARTNERS LLC 10.09% Hardy Reed LLC 3Y 7Y 8.59% DAVIS-REA LTD. 3Y 7Y 8.22% 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% First Fiduciary Investment Counsel, Inc. 3Y 7Y 7.17%

FAQ About Ring Mountain Capital, 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 Ring Mountain Capital, LLC reported owning JPM?

Ring Mountain Capital, LLC reported JPM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JPM position in Ring Mountain Capital, LLC's portfolio?

The largest reported portfolio weight for JPM was 0.55% in 2025 Q1.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when Ring Mountain Capital, LLC reported 3,072 shares, equal to 0.49% of portfolio, with an estimated market value of $904.

What does the chart on this JPM ownership page compare?

The chart compares Ring Mountain Capital, 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 Ring Mountain Capital, LLC time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, Ring Mountain Capital, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on JPM relative to SPY over the holding period was -3.3%.

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