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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
Q2 		$31M Buy
94,790
+4,197
+5% +$1.3M 0.95% 17
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pallas Capital Advisors's JPM Position: Q2 2026 in Review

Pallas Capital Advisors increased its JPMorgan Chase (JPM) stake by 4.6% in Q2 2026, buying an estimated $1.3M and bringing the position to 94,790 shares worth $31M. The position accounts for 0.95% of the portfolio, ranked #17.

Pallas Capital Advisors first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $31.3M in Q3 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pallas Capital Advisors held 94,790 shares of JPMorgan Chase worth $31M as of Q2 2026.
  • Pallas Capital Advisors bought 4,197 JPMorgan Chase shares in Q2 2026, an estimated $1.3M.
  • JPMorgan Chase made up 0.95% of Pallas Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • Pallas Capital Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Pallas Capital Advisors's JPMorgan Chase position peaked at $31.3M in Q3 2025.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.