PFBT
JPM icon

Parkside Financial Bank & Trust’s JPMorgan Chase JPM Stock Holding History

Parkside Financial Bank & Trust’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 		$11.7M Sell
39,730
-370
-0.9% -$112K 0.9% 20
2025
Q4 		$12.9M Buy
40,100
+292
+0.7% +$90.4K 0.97% 18
2025
Q3 		$12.6M Buy
39,808
+627
+2% +$186K 0.97% 16
2025
Q2 		$11.4M Buy
39,181
+6,927
+21% +$1.77M 1.22% 17
2025
Q1 		$7.91M Sell
32,254
-768
-2% -$196K 1% 18
2024
Q4 		$7.92M Buy
33,022
+1,654
+5% +$385K 1.05% 18
2024
Q3 		$6.61M Buy
31,368
+890
+3% +$187K 0.92% 19
2024
Q2 		$6.16M Sell
30,478
-458
-1% -$89.5K 0.97% 21
2024
Q1 		$6.2M Buy
30,936
+3,017
+11% +$544K 0.99% 20
2023
Q4 		$4.75M Buy
27,919
+7,211
+35% +$1.09M 0.86% 18
2023
Q3 		$3M Buy
20,708
+460
+2% +$69K 0.7% 25
2023
Q2 		$2.94M Buy
20,248
+2,451
+14% +$337K 0.7% 26
2023
Q1 		$2.32M Buy
17,797
+581
+3% +$79.6K 0.62% 32
2022
Q4 		$2.31M Buy
17,216
+590
+4% +$74.8K 0.67% 28
2022
Q3 		$1.74M Sell
16,626
-596
-3% -$68.4K 0.56% 33
2022
Q2 		$1.94M Sell
17,222
-384
-2% -$47.6K 0.59% 32
2022
Q1 		$2.4M Sell
17,606
-407
-2% -$60.1K 0.64% 21
2021
Q4 		$2.85M Buy
18,013
+3,238
+22% +$532K 0.7% 23
2021
Q3 		$2.42M Buy
14,775
+244
+2% +$38.3K 0.71% 21
2021
Q2 		$2.26M Sell
14,531
-5,869
-29% -$922K 0.65% 25
2021
Q1 		$3.1M Sell
20,400
-321
-2% -$46.2K 0.94% 18
2020
Q4 		$2.63M Buy
20,721
+854
+4% +$95.5K 0.83% 20
2020
Q3 		$1.91M Sell
19,867
-2,725
-12% -$268K 0.67% 23
2020
Q2 		$2.13M Buy
22,592
+858
+4% +$81.4K 0.7% 21
2020
Q1 		$1.96M Buy
21,734
+1,957
+10% +$238K 0.74% 23
2019
Q4 		$2.76M Buy
19,777
+6,185
+46% +$793K 0.8% 19
2019
Q3 		$1.6M Sell
13,592
-338
-2% -$38.2K 0.52% 27
2019
Q2 		$1.56M Buy
13,930
+730
+6% +$80.5K 0.5% 30
2019
Q1 		$1.34M Buy
13,200
+840
+7% +$86.5K 0.45% 35
2018
Q4 		$1.21M Buy
12,360
+423
+4% +$45.1K 0.43% 38
2018
Q3 		$1.35M Sell
11,937
-146
-1% -$16.6K 0.47% 34
2018
Q2 		$1.26M Buy
12,083
+464
+4% +$50.9K 0.47% 37
2018
Q1 		$1.28M Sell
11,619
-196
-2% -$22.2K 0.48% 33
2017
Q4 		$1.26M Buy
11,815
+461
+4% +$46.7K 0.46% 36
2017
Q3 		$1.08M Sell
11,354
-499
-4% -$46K 0.42% 43
2017
Q2 		$1.08M Buy
11,853
+555
+5% +$47.9K 0.45% 42
2017
Q1 		$993K Sell
11,298
-1,691
-13% -$149K 0.43% 47
2016
Q4 		$1.12M Buy
12,989
+399
+3% +$30.4K 0.49% 41
2016
Q3 		$838K Buy
12,590
+384
+3% +$25K 0.38% 55
2016
Q2 		$758K Sell
12,206
-706
-5% -$44.1K 0.37% 55
2016
Q1 		$765K Sell
12,912
-254
-2% -$14.8K 0.39% 51
2015
Q4 		$870K Buy
13,166
+1,748
+15% +$114K 0.43% 44
2015
Q3 		$696K Sell
11,418
-6,149
-35% -$403K 0.4% 51
2015
Q2 		$1.19M Sell
17,567
-193
-1% -$12.6K 0.63% 40
2015
Q1 		$1.08M Buy
17,760
+1,776
+11% +$105K 0.58% 43
2014
Q4 		$1M Buy
15,984
+510
+3% +$30.7K 0.56% 48
2014
Q3 		$932K Sell
15,474
-1,290
-8% -$75.4K 0.56% 50
2014
Q2 		$965K Buy
16,764
+396
+2% +$22.3K 0.57% 55
2014
Q1 		$994K Buy
16,368
+3,335
+26% +$193K 0.62% 49
2013
Q4 		$762K Sell
13,033
-355
-3% -$19.4K 0.52% 53
2013
Q3 		$692K Sell
13,388
-565
-4% -$30.3K 0.54% 54
2013
Q2 		$736K Buy
+13,953
New +$709K 0.58% 52

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Parkside Financial Bank & Trust's JPM Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its JPMorgan Chase (JPM) stake by 0.92% in Q1 2026, selling an estimated $112K and leaving 39,730 shares worth $11.7M. The position accounts for 0.9% of the portfolio, ranked #20.

Parkside Financial Bank & Trust first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.9M in Q4 2025. 5,079 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Parkside Financial Bank & Trust held 39,730 shares of JPMorgan Chase worth $11.7M as of Q1 2026.
  • Parkside Financial Bank & Trust sold 370 JPMorgan Chase shares in Q1 2026, an estimated $112K.
  • JPMorgan Chase made up 0.9% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #20 holding.
  • Parkside Financial Bank & Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Parkside Financial Bank & Trust's JPMorgan Chase position peaked at $12.9M in Q4 2025.
  • 5,079 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.