Paralel Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298M | Hold |
1,028,000
| – | – | 12.13% | 2 |
|
|
2025
Q1 | $252M | Hold |
1,028,000
| – | – | 10.48% | 2 |
|
|
2024
Q4 | $246M | Hold |
1,028,000
| – | – | 10.51% | 2 |
|
|
2024
Q3 | $217M | Hold |
1,028,000
| – | – | 9.47% | 2 |
|
|
2024
Q2 | $208M | Hold |
1,028,000
| – | – | 9.95% | 2 |
|
|
2024
Q1 | $206M | Hold |
1,028,000
| – | – | 9.45% | 2 |
|
|
2023
Q4 | $175M | Hold |
1,028,000
| – | – | 8.95% | 2 |
|
|
2023
Q3 | $149M | Hold |
1,028,000
| – | – | 8.25% | 2 |
|
|
2023
Q2 | $150M | Hold |
1,028,000
| – | – | 7.98% | 2 |
|
|
2023
Q1 | $134M | Hold |
1,028,000
| – | – | 7.52% | 3 |
|
|
2022
Q4 | $138M | Hold |
1,028,000
| – | – | 8.12% | 3 |
|
|
2022
Q3 | $107M | Hold |
1,028,000
| – | – | 7.53% | 3 |
|
|
2022
Q2 | $116M | Hold |
1,028,000
| – | – | 7.74% | 3 |
|
|
2022
Q1 | $140M | Hold |
1,028,000
| – | – | 7.75% | 3 |
|
|
2021
Q4 | $163M | Buy |
+1,028,000
| New | +$163M | 9.43% | 2 |
|