Parcion Private Wealth
JPM icon

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
Q3 		$14M Sell
42,220
-102
-0.2% -$35.7K 0.76% 27
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 		$9.8M 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 		$6.3M 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Parcion Private Wealth's JPM Position: Q3 2026 in Review

Parcion Private Wealth reduced its JPMorgan Chase (JPM) stake by 0.24% in Q3 2026, selling an estimated $35.7K and leaving 42,220 shares worth $14M. 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 28 quarters since. 2,182 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Parcion Private Wealth held 42,220 shares of JPMorgan Chase worth $14M as of Q3 2026.
  • Parcion Private Wealth sold 102 JPMorgan Chase shares in Q3 2026, an estimated $35.7K.
  • JPMorgan Chase made up 0.76% of Parcion Private Wealth's portfolio in Q3 2026, its #27 holding.
  • Parcion Private Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • 2,182 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.