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Park Square Financial Group’s JPMorgan Chase JPM Stock Holding History

Park Square Financial Group’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 		$25.9K Sell
79
-23
-23% -$7.14K 0.23% 28
2026
Q1 		$30K Sell
102
-106
-51% -$32.2K 0.23% 32
2025
Q4 		$49.9K Sell
208
-29
-12% -$8.98K 0.3% 29
2025
Q3 		$74.8K Sell
237
-1,700
-88% -$506K 0.32% 24
2025
Q2 		$562K Buy
1,937
+94
+5% +$24K 0.41% 47
2025
Q1 		$452K Sell
1,843
-181
-9% -$46.1K 0.36% 45
2024
Q4 		$485K Buy
+2,024
New +$471K 0.34% 38

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

Park Square Financial Group's JPM Position: Q2 2026 in Review

Park Square Financial Group reduced its JPMorgan Chase (JPM) stake by 23% in Q2 2026, selling an estimated $7.14K and leaving 79 shares worth $25.9K. The position accounts for 0.23% of the portfolio, ranked #28.

Park Square Financial Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $562K in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Park Square Financial Group held 79 shares of JPMorgan Chase worth $25.9K as of Q2 2026.
  • Park Square Financial Group sold 23 JPMorgan Chase shares in Q2 2026, an estimated $7.14K.
  • JPMorgan Chase made up 0.23% of Park Square Financial Group's portfolio in Q2 2026, its #28 holding.
  • Park Square Financial Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's JPMorgan Chase position peaked at $562K in Q2 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.