Parisi Gray Wealth Management’s JPMorgan Chase JPM Stock Holding History

Parisi Gray Wealth Management’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	$9.32M	Sell	28,459 -321	-1%	-$99.7K	1.91%	14
2026 Q1	$8.47M	Buy	28,780 +208	+0.7%	+$63.1K	2.02%	13
2025 Q4	$9.21M	Sell	28,572 -115	-0.4%	-$35.6K	2.09%	12
2025 Q3	$9.05M	Buy	28,687 +68	+0.2%	+$20.2K	2.35%	12
2025 Q2	$8.3M	Buy	28,619 +184	+0.6%	+$47K	2.38%	11
2025 Q1	$6.98M	Buy	28,435 +2,387	+9%	+$609K	2.28%	12
2024 Q4	$6.24M	Sell	26,048 -267	-1%	-$62.2K	1.98%	14
2024 Q3	$5.55M	Sell	26,315 -54	-0.2%	-$11.4K	1.83%	13
2024 Q2	$5.33M	Sell	26,369 -68	-0.3%	-$13.3K	1.91%	11
2024 Q1	$5.3M	Buy	26,437 +508	+2%	+$91.7K	1.99%	11
2023 Q4	$4.41M	Buy	25,929 +92	+0.4%	+$13.9K	1.79%	12
2023 Q3	$3.75M	Buy	25,837 +507	+2%	+$76K	1.7%	11
2023 Q2	$3.3M	Buy	25,330 +10,963	+76%	+$1.51M	1.51%	19
2023 Q1	$1.87M	Sell	14,367 -10,711	-43%	-$1.47M	1.16%	21
2022 Q4	$3.36M	Buy	25,078 +11,085	+79%	+$1.4M	1.66%	18
2022 Q3	$1.46M	Sell	13,993 -11,624	-45%	-$1.33M	1.11%	23
2022 Q2	$2.88M	Buy	25,617 +637	+3%	+$78.9K	1.51%	17
2022 Q1	$3.4M	Sell	24,980 -959	-4%	-$142K	1.38%	20
2021 Q4	$4.11M	Buy	25,939 +128	+0.5%	+$21K	1.54%	16
2021 Q3	$4.3M	Sell	25,811 -67	-0.3%	-$10.5K	1.78%	14
2021 Q2	$4.03M	Sell	25,878 -1,758	-6%	-$276K	1.47%	13
2021 Q1	$4.21M	Buy	27,636 +174	+0.6%	+$25K	1.76%	11
2020 Q4	$3.49M	Sell	27,462 -31	-0.1%	-$3.46K	1.55%	12
2020 Q3	$2.65M	Sell	27,493 -104	-0.4%	-$10.2K	1.38%	16
2020 Q2	$2.6M	Buy	27,597 +366	+1%	+$34.7K	1.49%	14
2020 Q1	$2.43M	Buy	27,231 +917	+3%	+$111K	1.72%	11
2019 Q4	$3.67M	Buy	26,314 +106	+0.4%	+$13.6K	2.08%	10
2019 Q3	$3.08M	Buy	26,208 +623	+2%	+$70.5K	2.04%	9
2019 Q2	$2.86M	Buy	25,585 +241	+1%	+$26.6K	1.95%	10
2019 Q1	$2.57M	Sell	25,344 -36	-0.1%	-$3.71K	1.64%	11
2018 Q4	$2.46M	Buy	25,380 +169	+0.7%	+$18K	1.67%	10
2018 Q3	$2.89M	Buy	25,211 +419	+2%	+$47.6K	1.78%	10
2018 Q2	$2.58M	Buy	24,792 +634	+3%	+$69.5K	1.72%	9
2018 Q1	$2.64M	Buy	24,158 +59	+0.2%	+$6.68K	2.02%	7
2017 Q4	$2.6M	Buy	+24,099	New	+$2.44M	1.94%	7

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Parisi Gray Wealth Management's JPM Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $99.7K and leaving 28,459 shares worth $9.32M. The position accounts for 1.91% of the portfolio, ranked #14.

Parisi Gray Wealth Management first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Parisi Gray Wealth Management held 28,459 shares of JPMorgan Chase worth $9.32M as of Q2 2026.
Parisi Gray Wealth Management sold 321 JPMorgan Chase shares in Q2 2026, an estimated $99.7K.
JPMorgan Chase made up 1.91% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #14 holding.
Parisi Gray Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.