Private Capital's JPM Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 111,493 shares of JPMorgan Chase & Co. (JPM) worth $35.17 M, representing 3.14% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in JPM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 109,588 shares. Largest reduction occurred in Q3 2023, reducing 4,534 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's JPMorgan Chase & Co (JPM) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Chase & Co (JPM) Trades by Private Capital
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2022 | +3,593 | New Buy | 3,593 | $112.72 |
| Q3 2022 | -3,593 | Sold Out | 3,593 | $0.00 |
| Q1 2023 | +11,137 | New Buy | 11,137 | $130.31 |
| Q2 2023 | +109,588 | Add 984.00% | 120,725 | $145.44 |
| Q3 2023 | -4,534 | Reduce 3.76% | 116,191 | $145.02 |
| Q4 2023 | +3,391 | Add 2.92% | 119,582 | $170.10 |
| Q1 2024 | -50 | Reduce 0.04% | 119,532 | $200.30 |
| Q2 2024 | -3,596 | Reduce 3.01% | 115,936 | $202.26 |
| Q3 2024 | -933 | Reduce 0.80% | 115,003 | $210.86 |
| Q4 2024 | -1,000 | Reduce 0.87% | 114,003 | $239.71 |
| Q1 2025 | -51 | Reduce 0.04% | 113,952 | $245.30 |
| Q2 2025 | -1,251 | Reduce 1.10% | 112,701 | $289.91 |
| Q3 2025 | -1,208 | Reduce 1.07% | 111,493 | $315.43 |
Private Capital's JPMorgan Chase & Co Investment FAQs
Private Capital first purchased JPMorgan Chase & Co. (JPM) in Q2 2022, acquiring 3,593 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held JPMorgan Chase & Co. (JPM) for 14 quarters since Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital's largest addition to JPMorgan Chase & Co. (JPM) was in Q2 2023, adding 120,725 shares worth $17.56 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Private Capital's firm, Private Capital Management, LLC, owns 111,493 shares of JPMorgan Chase & Co. (JPM), valued at approximately $35.17 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, JPMorgan Chase & Co. (JPM) represents approximately 3.14% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital's peak holding in JPMorgan Chase & Co. (JPM) was 120,725 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.