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
2025 Q4	–	Sell	-400	Closed	-$101K	–	7693
2025 Q3	$101K	Hold	400	–	–	﹤0.01%	5894
2025 Q2	$103K	Buy	+400	New	+$109K	﹤0.01%	5593
2024 Q4	–	Sell	-300	Closed	-$58.3K	–	7643
2024 Q3	$58.3K	Buy	+300	New	+$56.7K	﹤0.01%	5938
2024 Q2	–	Sell	-100	Closed	-$22.3K	–	7655
2024 Q1	$22.3K	Sell	100 -1,700	-94%	-$420K	﹤0.01%	6201
2023 Q4	$453K	Hold	1,800	–	–	﹤0.01%	4860
2023 Q3	$435K	Buy	+1,800	New	+$500K	﹤0.01%	4565
2023 Q1	–	Sell	-1,300	Closed	-$289K	–	7104
2022 Q4	$289K	Sell	1,300 -2,700	-68%	-$528K	﹤0.01%	4843
2022 Q3	$758K	Buy	+4,000	New	+$642K	﹤0.01%	4207
2019 Q2	–	Sell	-43,000	Closed	-$6.32M	–	5939
2019 Q1	$6.32M	Buy	+43,000	New	+$6.15M	﹤0.01%	2404
2018 Q4	–	Sell	-40,000	Closed	-$5.99M	–	5868
2018 Q3	$5.99M	Buy	+40,000	New	+$5.6M	﹤0.01%	2592

Other funds holding PEN

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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.