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 Q2	$336M	Hold	1,028,000	–	–	13%	2
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Paralel Advisors's JPM Position: Q2 2026 in Review

Paralel Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,028,000 shares worth $336M. The position accounts for 13% of the portfolio, ranked #2.

Paralel Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Paralel Advisors held 1,028,000 shares of JPMorgan Chase worth $336M as of Q2 2026.
Paralel Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 13% of Paralel Advisors's portfolio in Q2 2026, its #2 holding.
Paralel Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Paralel Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.