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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
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 $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

Parcion Private Wealth's JPM Position: Q1 2026 in Review

Parcion Private Wealth reduced its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, selling an estimated $172K and leaving 41,508 shares worth $12.2M. The position accounts for 0.76% of the portfolio, ranked #27.

Parcion Private Wealth first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.6M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Parcion Private Wealth held 41,508 shares of JPMorgan Chase worth $12.2M as of Q1 2026.
  • Parcion Private Wealth sold 568 JPMorgan Chase shares in Q1 2026, an estimated $172K.
  • JPMorgan Chase made up 0.76% of Parcion Private Wealth's portfolio in Q1 2026, its #27 holding.
  • Parcion Private Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Parcion Private Wealth's JPMorgan Chase position peaked at $13.6M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.