Capstone Investment Advisors, LLC / JPM
Capstone Investment Advisors, LLC’s Jpmorgan Chase & Co Position
Does Capstone Investment Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 50.4K shares worth $15M (+0.03% of its 13F portfolio) as of Q1 2026, up from 775 shares the prior filed quarter.
Position Value
$15M
Q1 2026
Shares
50.4K
% of Portfolio
+0.03%
Quarters Held
27
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 50.4K | $15M | +0.03% |
| Q4 2025 | 775 | $249,721 | 0.00% |
| Q3 2025 | 8.4K | $3M | 0.00% |
| Q2 2025 | 43.7K | $13M | +0.03% |
| Q1 2025 | 99.0K | $24M | +0.06% |
| Q4 2024 | 19.5K | $5M | +0.01% |
| Q3 2024 | 10.2K | $2M | +0.01% |
| Q2 2024 | 4.9K | $996,737 | 0.00% |
| Q1 2024 | 1.5K | $308,061 | 0.00% |
| Q4 2023 | 722 | $122,812 | 0.00% |
| Q3 2023 | 88.7K | $13M | +0.06% |
| Q2 2023 | 939 | $136,568 | 0.00% |
| Q4 2022 | 29.9K | $4M | +0.03% |
| Q3 2022 | 300.7K | $31M | +0.19% |
| Q2 2022 | 152.6K | $17M | +0.08% |
| Q1 2022 | 241.7K | $33M | +0.09% |
| Q4 2021 | 1.7K | $263,000 | 0.00% |
| Q3 2021 | 10.1K | $2M | 0.00% |
| Q2 2021 | 5.5K | $858,000 | 0.00% |
| Q1 2021 | 21.6K | $3M | +0.01% |
| Q3 2020 | 186.6K | $18M | +0.09% |
| Q2 2020 | 64.8K | $6M | +0.04% |
| Q4 2019 | 95.0K | $13M | +0.07% |
| Q3 2019 | 25.3K | $3M | +0.02% |
| Q2 2019 | 92.5K | $9M | +0.09% |
| Q1 2019 | 92.5K | $9M | +0.09% |
| Q4 2018 | 83.4K | $8M | +0.10% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capstone Investment Advisors, LLC’s full portfolio or all institutional holders of JPM.