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Parallel Advisors’s JPMorgan Chase JPM Stock Holding History

Parallel 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 		$39.9M Buy
135,514
+1,198
+0.9% +$364K 0.72% 22
2025
Q4 		$43.3M Buy
134,316
+610
+0.5% +$189K 0.79% 18
2025
Q3 		$42.2M Buy
133,706
+1,241
+0.9% +$369K 0.77% 19
2025
Q2 		$38.4M Buy
132,465
+2,068
+2% +$528K 0.77% 20
2025
Q1 		$32M Buy
130,397
+881
+0.7% +$225K 0.72% 22
2024
Q4 		$31M Buy
129,516
+1,170
+0.9% +$273K 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% +$310K 0.66% 22
2024
Q1 		$25.2M Buy
125,771
+2,821
+2% +$509K 0.68% 21
2023
Q4 		$20.9M Sell
122,950
-1,080
-0.9% -$164K 0.62% 22
2023
Q3 		$18M Buy
124,030
+4,277
+4% +$641K 0.6% 30
2023
Q2 		$17.4M Sell
119,753
-582
-0.5% -$80K 0.56% 32
2023
Q1 		$15.7M Buy
120,335
+51,259
+74% +$7.02M 0.53% 34
2022
Q4 		$9.26M Buy
69,076
+2,152
+3% +$273K 0.4% 44
2022
Q3 		$6.99M Buy
66,924
+1,375
+2% +$158K 0.32% 54
2022
Q2 		$7.38M Buy
65,549
+4,942
+8% +$612K 0.34% 49
2022
Q1 		$8.52M Buy
60,607
+7,444
+14% +$1.1M 0.34% 48
2021
Q4 		$8.42M Buy
53,163
+2,900
+6% +$476K 0.31% 56
2021
Q3 		$8.23M Buy
50,263
+2,055
+4% +$322K 0.33% 55
2021
Q2 		$7.5M Buy
48,208
+2,128
+5% +$334K 0.32% 58
2021
Q1 		$7.01M Buy
46,080
+1,644
+4% +$237K 0.33% 55
2020
Q4 		$5.65M Buy
44,436
+184
+0.4% +$20.6K 0.31% 56
2020
Q3 		$4.26M Buy
44,252
+18
+0% +$1.77K 0.26% 67
2020
Q2 		$4.16M Buy
44,234
+924
+2% +$87.7K 0.27% 60
2020
Q1 		$3.9M Sell
43,310
-1,339
-3% -$163K 0.32% 52
2019
Q4 		$6.22M Buy
44,649
+1
+0% +$128 0.47% 40
2019
Q3 		$5.25M Buy
44,648
+2,029
+5% +$229K 0.45% 42
2019
Q2 		$4.76M Buy
42,619
+491
+1% +$54.1K 0.46% 41
2019
Q1 		$4.26M Buy
42,128
+1,709
+4% +$176K 0.48% 38
2018
Q4 		$3.94M Buy
40,419
+171
+0.4% +$18.2K 0.55% 31
2018
Q3 		$4.54M Buy
40,248
+5,885
+17% +$668K 0.56% 31
2018
Q2 		$3.58M Buy
34,363
+2,207
+7% +$242K 0.51% 34
2018
Q1 		$3.54M Buy
32,156
+2,985
+10% +$338K 0.55% 33
2017
Q4 		$3.12M Buy
29,171
+436
+2% +$44.1K 0.51% 38
2017
Q3 		$2.81M Buy
28,735
+158
+0.6% +$14.6K 0.48% 39
2017
Q2 		$2.62M Buy
28,577
+665
+2% +$57.4K 0.49% 39
2017
Q1 		$2.43M Buy
27,912
+4,993
+22% +$440K 0.48% 42
2016
Q4 		$1.98M Buy
+22,919
New +$1.75M 0.46% 43

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Parallel Advisors's JPM Position: Q1 2026 in Review

Parallel Advisors increased its JPMorgan Chase (JPM) stake by 0.89% in Q1 2026, buying an estimated $364K and bringing the position to 135,514 shares worth $39.9M. The position accounts for 0.72% of the portfolio, ranked #22.

Parallel Advisors first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $43.3M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Parallel Advisors held 135,514 shares of JPMorgan Chase worth $39.9M as of Q1 2026.
  • Parallel Advisors bought 1,198 JPMorgan Chase shares in Q1 2026, an estimated $364K.
  • JPMorgan Chase made up 0.72% of Parallel Advisors's portfolio in Q1 2026, its #22 holding.
  • Parallel Advisors first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's JPMorgan Chase position peaked at $43.3M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.