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Pallas Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Pallas Capital Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.6M Sell
90,593
-4,961
-5% -$1.51M 1% 17
2025
Q4 		$30.8M Sell
95,554
-3,592
-4% -$1.11M 1.02% 18
2025
Q3 		$31.3M Buy
99,146
+2,517
+3% +$749K 1.15% 15
2025
Q2 		$28M Buy
96,629
+333
+0.3% +$85K 1.07% 15
2025
Q1 		$23.6M Sell
96,296
-7,007
-7% -$1.79M 0.98% 12
2024
Q4 		$24.8M Sell
103,303
-3,118
-3% -$726K 1.06% 13
2024
Q3 		$23.9M Buy
106,421
+3,952
+4% +$832K 1.02% 14
2024
Q2 		$21.5M Buy
102,469
+2,947
+3% +$576K 0.97% 15
2024
Q1 		$19.9M Buy
99,522
+4,001
+4% +$722K 0.83% 13
2023
Q4 		$16.2M Buy
95,521
+3,083
+3% +$467K 0.86% 12
2023
Q3 		$12.7M Buy
92,438
+5,620
+6% +$842K 0.77% 22
2023
Q2 		$13.3M Sell
86,818
-1,975
-2% -$272K 0.6% 22
2023
Q1 		$12.5M Buy
88,793
+4,991
+6% +$684K 1.17% 20
2022
Q4 		$11.3M Sell
83,802
-837
-1% -$106K 1.15% 19
2022
Q3 		$10.8M Buy
84,639
+4,656
+6% +$534K 1.2% 17
2022
Q2 		$9.18M Buy
79,983
+7,266
+10% +$900K 1.26% 15
2022
Q1 		$9.17M Buy
72,717
+5,541
+8% +$818K 1.17% 18
2021
Q4 		$9.75M Buy
67,176
+5,418
+9% +$890K 1.19% 15
2021
Q3 		$10.5M Buy
61,758
+14,087
+30% +$2.21M 1.16% 11
2021
Q2 		$7.21M Buy
47,671
+6,556
+16% +$1.03M 1.01% 19
2021
Q1 		$6.63M Buy
+41,115
New +$5.92M 1.48% 9

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pallas Capital Advisors's JPM Position: Q1 2026 in Review

Pallas Capital Advisors reduced its JPMorgan Chase (JPM) stake by 5.2% in Q1 2026, selling an estimated $1.51M and leaving 90,593 shares worth $26.6M. The position accounts for 1% of the portfolio, ranked #17.

Pallas Capital Advisors first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. The position peaked at $31.3M in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Pallas Capital Advisors held 90,593 shares of JPMorgan Chase worth $26.6M as of Q1 2026.
  • Pallas Capital Advisors sold 4,961 JPMorgan Chase shares in Q1 2026, an estimated $1.51M.
  • JPMorgan Chase made up 1% of Pallas Capital Advisors's portfolio in Q1 2026, its #17 holding.
  • Pallas Capital Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • Pallas Capital Advisors's JPMorgan Chase position peaked at $31.3M in Q3 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.