JP Morgan Chase
PCTY icon

JP Morgan Chase’s Paylocity PCTY Stock Holding History

JP Morgan Chase’s Portfolio PCTY Stock Details PCTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,800
Closed -$2.22M – 6766
2022
Q1 		$2.22M Buy
+10,800
New +$2.19M ﹤0.01% 3663

Other funds holding PCTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase's PCTY Position: Q2 2026 in Review

JP Morgan Chase reduced its Paylocity (PCTY) stake by 25% in Q2 2026, selling an estimated $23.8M and leaving 681,418 shares worth $72.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

JP Morgan Chase first reported a position in PCTY in Q2 2014 and has held it in 46 quarters since. The position peaked at $172M in Q4 2024. 471 funds tracked by Wall St. Rank hold PCTY as of Q2 2026.

  • JP Morgan Chase held 681,418 shares of Paylocity worth $72.2M as of Q2 2026.
  • JP Morgan Chase sold 223,563 Paylocity shares in Q2 2026, an estimated $23.8M.
  • Paylocity made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1226 holding.
  • JP Morgan Chase first reported a position in Paylocity in Q2 2014 and has held it in 46 quarters since.
  • JP Morgan Chase's Paylocity position peaked at $172M in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Paylocity as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.