PA
Parallel Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4M | Buy |
132,465
+2,068
| +2% | +$600K | 0.77% | 20 |
|
|
2025
Q1 | $32M | Buy |
130,397
+881
| +0.7% | +$216K | 0.72% | 22 |
|
|
2024
Q4 | $31M | Buy |
129,516
+1,170
| +0.9% | +$280K | 0.7% | 22 |
|
|
2024
Q3 | $27.1M | Buy |
128,346
+990
| +0.8% | +$209K | 0.64% | 22 |
|
|
2024
Q2 | $25.8M | Buy |
127,356
+1,585
| +1% | +$321K | 0.66% | 22 |
|
|
2024
Q1 | $25.2M | Buy |
125,771
+2,821
| +2% | +$565K | 0.68% | 21 |
|
|
2023
Q4 | $20.9M | Sell |
122,950
-1,080
| -0.9% | -$184K | 0.62% | 22 |
|
|
2023
Q3 | $18M | Buy |
124,030
+4,277
| +4% | +$620K | 0.6% | 30 |
|
|
2023
Q2 | $17.4M | Sell |
119,753
-582
| -0.5% | -$84.6K | 0.56% | 32 |
|
|
2023
Q1 | $15.7M | Buy |
120,335
+51,259
| +74% | +$6.68M | 0.53% | 34 |
|
|
2022
Q4 | $9.26M | Buy |
69,076
+2,152
| +3% | +$289K | 0.4% | 44 |
|
|
2022
Q3 | $6.99M | Buy |
66,924
+1,375
| +2% | +$144K | 0.32% | 54 |
|
|
2022
Q2 | $7.38M | Buy |
65,549
+4,942
| +8% | +$556K | 0.34% | 49 |
|
|
2022
Q1 | $8.52M | Buy |
60,607
+7,444
| +14% | +$1.05M | 0.34% | 48 |
|
|
2021
Q4 | $8.42M | Buy |
53,163
+2,900
| +6% | +$459K | 0.31% | 56 |
|
|
2021
Q3 | $8.23M | Buy |
50,263
+2,055
| +4% | +$336K | 0.33% | 55 |
|
|
2021
Q2 | $7.5M | Buy |
48,208
+2,128
| +5% | +$331K | 0.32% | 58 |
|
|
2021
Q1 | $7.02M | Buy |
46,080
+1,644
| +4% | +$250K | 0.33% | 55 |
|
|
2020
Q4 | $5.65M | Buy |
44,436
+184
| +0.4% | +$23.4K | 0.31% | 56 |
|
|
2020
Q3 | $4.26M | Buy |
44,252
+18
| +0% | +$1.73K | 0.26% | 67 |
|
|
2020
Q2 | $4.16M | Buy |
44,234
+924
| +2% | +$86.9K | 0.27% | 60 |
|
|
2020
Q1 | $3.9M | Sell |
43,310
-1,339
| -3% | -$121K | 0.32% | 52 |
|
|
2019
Q4 | $6.22M | Buy |
44,649
+1
| +0% | +$139 | 0.47% | 40 |
|
|
2019
Q3 | $5.26M | Buy |
44,648
+2,029
| +5% | +$239K | 0.45% | 42 |
|
|
2019
Q2 | $4.76M | Buy |
42,619
+491
| +1% | +$54.9K | 0.46% | 41 |
|
|
2019
Q1 | $4.27M | Buy |
42,128
+1,709
| +4% | +$173K | 0.48% | 38 |
|
|
2018
Q4 | $3.95M | Buy |
40,419
+171
| +0.4% | +$16.7K | 0.55% | 31 |
|
|
2018
Q3 | $4.54M | Buy |
40,248
+5,885
| +17% | +$664K | 0.56% | 31 |
|
|
2018
Q2 | $3.58M | Buy |
34,363
+2,207
| +7% | +$230K | 0.51% | 34 |
|
|
2018
Q1 | $3.54M | Buy |
32,156
+2,985
| +10% | +$328K | 0.55% | 33 |
|
|
2017
Q4 | $3.12M | Buy |
29,171
+436
| +2% | +$46.6K | 0.51% | 38 |
|
|
2017
Q3 | $2.81M | Buy |
28,735
+158
| +0.6% | +$15.5K | 0.48% | 39 |
|
|
2017
Q2 | $2.62M | Buy |
28,577
+665
| +2% | +$61K | 0.49% | 39 |
|
|
2017
Q1 | $2.43M | Buy |
27,912
+4,993
| +22% | +$434K | 0.48% | 42 |
|
|
2016
Q4 | $1.98M | Buy |
+22,919
| New | +$1.98M | 0.46% | 43 |
|