JP Morgan Chase
PEN icon

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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase's PEN Position: Q1 2026 in Review

JP Morgan Chase reduced its Penumbra (PEN) stake by 50% in Q1 2026, selling an estimated $134M and leaving 402,619 shares worth $132M. The position accounts for 0.01% of the portfolio, ranked #872.

JP Morgan Chase first reported a position in PEN in Q3 2015 and has held it in 43 quarters since. The position peaked at $248M in Q4 2025. 483 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • JP Morgan Chase held 402,619 shares of Penumbra worth $132M as of Q1 2026.
  • JP Morgan Chase sold 394,871 Penumbra shares in Q1 2026, an estimated $134M.
  • Penumbra made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #872 holding.
  • JP Morgan Chase first reported a position in Penumbra in Q3 2015 and has held it in 43 quarters since.
  • JP Morgan Chase's Penumbra position peaked at $248M in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.