JP Morgan Chase
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JP Morgan Chase’s Penumbra PEN Stock Holding History

JP Morgan Chase’s Portfolio PEN Stock Details PEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,400
Closed -$272K – 7642
2024
Q3 		$272K Hold
1,400
– – ﹤0.01% 5261
2024
Q2 		$252K Sell
1,400
-300
-18% -$59.9K ﹤0.01% 5039
2024
Q1 		$379K Buy
+1,700
New +$420K ﹤0.01% 4974
2023
Q1 		– Sell
-200
Closed -$44K – 7103
2022
Q4 		$44K Buy
+200
New +$39.1K ﹤0.01% 5672
2022
Q1 		– Sell
-500
Closed -$144K – 6902
2021
Q4 		$144K Buy
+500
New +$132K ﹤0.01% 5521

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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 PEN Position: Q2 2026 in Review

JP Morgan Chase increased its Penumbra (PEN) stake by 166% in Q2 2026, buying an estimated $217M and bringing the position to 1,071,454 shares worth $339M. The position accounts for 0.02% of the portfolio, ranked #571.

JP Morgan Chase first reported a position in PEN in Q3 2015 and has held it in 44 quarters since. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • JP Morgan Chase held 1,071,454 shares of Penumbra worth $339M as of Q2 2026.
  • JP Morgan Chase bought 668,835 Penumbra shares in Q2 2026, an estimated $217M.
  • Penumbra made up 0.02% of JP Morgan Chase's portfolio in Q2 2026, its #571 holding.
  • JP Morgan Chase first reported a position in Penumbra in Q3 2015 and has held it in 44 quarters since.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

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