Paralel Advisors’s JPMorgan Chase JPM Stock Holding History

Paralel 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	$302M	Hold	1,028,000	–	–	12.57%	2
2025 Q4	$331M	Hold	1,028,000	–	–	12.87%	2
2025 Q3	$324M	Hold	1,028,000	–	–	12.63%	2
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	+$169M	9.43%	2

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paralel Advisors's JPM Position: Q1 2026 in Review

Paralel Advisors held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,028,000 shares worth $302M. The position accounts for 12.57% of the portfolio, ranked #2.

Paralel Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $331M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Paralel Advisors held 1,028,000 shares of JPMorgan Chase worth $302M as of Q1 2026.
Paralel Advisors left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 12.57% of Paralel Advisors's portfolio in Q1 2026, its #2 holding.
Paralel Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
Paralel Advisors's JPMorgan Chase position peaked at $331M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Paralel Advisors's 13F filing for Q1 2026, filed 8 May 2026.