Parkside Advisors’s JPMorgan Chase JPM Stock Holding History

Parkside Advisors’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
2025 Q2	$308K	Hold	1,064	–	–	0.07%	71
2025 Q1	$261K	Hold	1,064	–	–	0.06%	72
2024 Q4	$255K	Hold	1,064	–	–	0.06%	73
2024 Q3	$224K	Hold	1,064	–	–	0.05%	77
2024 Q2	$215K	Hold	1,064	–	–	0.06%	77
2024 Q1	$213K	Buy	+1,064	New	+$192K	0.05%	84
2023 Q4	–	Sell	-1,481	Closed	-$215K	–	81
2023 Q3	$215K	Hold	1,481	–	–	0.07%	76
2023 Q2	$215K	Sell	1,481 -368	-20%	-$50.6K	0.07%	74
2023 Q1	$241K	Hold	1,849	–	–	0.08%	71
2022 Q4	$248K	Buy	+1,849	New	+$234K	0.09%	72
2022 Q2	–	Sell	-1,662	Closed	-$227K	–	66
2022 Q1	$227K	Hold	1,662	–	–	0.07%	64
2021 Q4	$263K	Sell	1,662 -94	-5%	-$15.4K	0.08%	65
2021 Q3	$287K	Hold	1,756	–	–	0.09%	57
2021 Q2	$273K	Hold	1,756	–	–	0.09%	61
2021 Q1	$267K	Hold	1,756	–	–	0.09%	61
2020 Q4	$223K	Buy	+1,756	New	+$196K	0.08%	66

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Parkside Advisors's JPM Position: Q2 2025 in Review

Parkside Advisors held its JPMorgan Chase (JPM) position steady in Q2 2025 at 1,064 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #71.

Parkside Advisors first reported a position in JPM in Q4 2020 and has held it in 16 quarters since. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Parkside Advisors held 1,064 shares of JPMorgan Chase worth $308K as of Q2 2025.
Parkside Advisors left its JPMorgan Chase share count unchanged in Q2 2025.
JPMorgan Chase made up 0.07% of Parkside Advisors's portfolio in Q2 2025, its #71 holding.
Parkside Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 16 quarters since.
4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.