Paralel Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$324M Hold
2025
Q2
$298M Hold
2025
Q1
$252M Hold
2024
Q4
$246M Hold
2024
Q3
$217M Hold
2024
Q2
$208M Hold
2024
Q1
$206M Hold
2023
Q4
$175M Hold
2023
Q3
$149M Hold
2023
Q2
$150M Hold
2023
Q1
$134M Hold
2022
Q4
$138M Hold
2022
Q3
$107M Hold
2022
Q2
$116M Hold
2022
Q1
$140M Hold
2021
Q4
$163M Buy