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Parcion Private Wealth’s JPMorgan Chase JPM Stock Holding History

Parcion Private Wealth’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 		$13.9M Buy
42,322
+814
+2% +$253K 0.77% 26
2026
Q1 		$12.2M Sell
41,508
-568
-1% -$172K 0.76% 27
2025
Q4 		$13.6M Sell
42,076
-229
-0.5% -$70.9K 0.83% 25
2025
Q3 		$13.3M Buy
42,305
+1,082
+3% +$322K 0.83% 27
2025
Q2 		$12M Buy
41,223
+339
+0.8% +$86.5K 0.85% 27
2025
Q1 		$10M Sell
40,884
-41
-0.1% -$10.5K 0.82% 28
2024
Q4 		$9.81M Sell
40,925
-154
-0.4% -$35.9K 0.75% 30
2024
Q3 		$8.66M Buy
41,079
+2,040
+5% +$430K 0.72% 27
2024
Q2 		$7.9M Sell
39,039
-1,285
-3% -$251K 0.72% 26
2024
Q1 		$8.08M Sell
40,324
-1,104
-3% -$199K 0.71% 26
2023
Q4 		$7.05M Buy
41,428
+516
+1% +$78.2K 0.64% 34
2023
Q3 		$5.93M Buy
40,912
+767
+2% +$115K 0.62% 38
2023
Q2 		$5.84M Buy
40,145
+671
+2% +$92.3K 0.59% 43
2023
Q1 		$5.14M Buy
39,474
+4,686
+13% +$642K 0.54% 45
2022
Q4 		$4.67M Buy
34,788
+1,169
+3% +$148K 0.51% 42
2022
Q3 		$3.51M Buy
33,619
+2,635
+9% +$302K 0.39% 61
2022
Q2 		$3.56M Sell
30,984
-2,015
-6% -$250K 0.35% 68
2022
Q1 		$4.53M Sell
32,999
-6,870
-17% -$1.01M 0.42% 56
2021
Q4 		$6.29M Sell
39,869
-536
-1% -$88K 0.57% 47
2021
Q3 		$6.73M Buy
40,405
+905
+2% +$142K 0.6% 42
2021
Q2 		$6.14M Sell
39,500
-532
-1% -$83.6K 0.62% 44
2021
Q1 		$6.09M Sell
40,032
-24,253
-38% -$3.49M 0.69% 34
2020
Q4 		$8.17M Buy
64,285
+18,408
+40% +$2.06M 1.08% 20
2020
Q3 		$4.49M Buy
45,877
+9,129
+25% +$896K 0.69% 25
2020
Q2 		$3.49M Buy
36,748
+1,619
+5% +$154K 0.59% 27
2020
Q1 		$3.16M Buy
35,129
+1,477
+4% +$179K 0.87% 21
2019
Q4 		$4.69M Buy
+33,652
New +$4.32M 1.02% 16

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Parcion Private Wealth's JPM Position: Q2 2026 in Review

Parcion Private Wealth increased its JPMorgan Chase (JPM) stake by 2% in Q2 2026, buying an estimated $253K and bringing the position to 42,322 shares worth $13.9M. The position accounts for 0.77% of the portfolio, ranked #26.

Parcion Private Wealth first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Parcion Private Wealth held 42,322 shares of JPMorgan Chase worth $13.9M as of Q2 2026.
  • Parcion Private Wealth bought 814 JPMorgan Chase shares in Q2 2026, an estimated $253K.
  • JPMorgan Chase made up 0.77% of Parcion Private Wealth's portfolio in Q2 2026, its #26 holding.
  • Parcion Private Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.