Parkside Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $915K | Sell |
2,796
-540
| -16% | -$168K | 0.1% | 66 |
|
|
2026
Q1 | $981K | Buy |
3,336
+1,079
| +48% | +$327K | 0.12% | 68 |
|
|
2025
Q4 | $727K | Buy |
2,257
+9
| +0.4% | +$2.79K | 0.09% | 75 |
|
|
2025
Q3 | $709K | Sell |
2,248
-95
| -4% | -$28.3K | 0.09% | 73 |
|
|
2025
Q2 | $679K | Sell |
2,343
-215
| -8% | -$54.9K | 0.09% | 72 |
|
|
2025
Q1 | $627K | Sell |
2,558
-241
| -9% | -$61.4K | 0.09% | 76 |
|
|
2024
Q4 | $671K | Buy |
2,799
+261
| +10% | +$60.8K | 0.1% | 72 |
|
|
2024
Q3 | $535K | Sell |
2,538
-406
| -14% | -$85.5K | 0.08% | 76 |
|
|
2024
Q2 | $596K | Buy |
2,944
+170
| +6% | +$33.2K | 0.09% | 73 |
|
|
2024
Q1 | $556K | Buy |
2,774
+10
| +0.4% | +$1.8K | 0.09% | 75 |
|
|
2023
Q4 | $470K | Buy |
2,764
+13
| +0.5% | +$1.97K | 0.08% | 85 |
|
|
2023
Q3 | $399K | Buy |
2,751
+10
| +0.4% | +$1.5K | 0.07% | 75 |
|
|
2023
Q2 | $399K | Sell |
2,741
-852
| -24% | -$117K | 0.07% | 75 |
|
|
2023
Q1 | $468K | Buy |
3,593
+326
| +10% | +$44.7K | 0.09% | 79 |
|
|
2022
Q4 | $438K | Buy |
3,267
+13
| +0.4% | +$1.65K | 0.09% | 82 |
|
|
2022
Q3 | $340K | Buy |
3,254
+14
| +0.4% | +$1.61K | 0.07% | 79 |
|
|
2022
Q2 | $364K | Buy |
3,240
+12
| +0.4% | +$1.49K | 0.08% | 80 |
|
|
2022
Q1 | $440K | Buy |
3,228
+11
| +0.3% | +$1.62K | 0.09% | 74 |
|
|
2021
Q4 | $509K | Buy |
3,217
+9
| +0.3% | +$1.48K | 0.1% | 73 |
|
|
2021
Q3 | $525K | Buy |
3,208
+9
| +0.3% | +$1.41K | 0.11% | 74 |
|
|
2021
Q2 | $497K | Buy |
3,199
+9
| +0.3% | +$1.41K | 0.1% | 76 |
|
|
2021
Q1 | $485K | Sell |
3,190
-26,425
| -89% | -$3.8M | 0.1% | 74 |
|
|
2020
Q4 | $3.76M | Buy |
29,615
+796
| +3% | +$89K | 0.84% | 44 |
|
|
2020
Q3 | $2.77M | Sell |
28,819
-10,345
| -26% | -$1.02M | 0.73% | 52 |
|
|
2020
Q2 | $3.68M | Buy |
39,164
+10,649
| +37% | +$1.01M | 0.97% | 40 |
|
|
2020
Q1 | $2.57M | Sell |
28,515
-3,993
| -12% | -$485K | 0.85% | 49 |
|
|
2019
Q4 | $4.53M | Sell |
32,508
-735
| -2% | -$94.3K | 1.1% | 35 |
|
|
2019
Q3 | $3.91M | Sell |
33,243
-37
| -0.1% | -$4.18K | 1.05% | 39 |
|
|
2019
Q2 | $3.72M | Sell |
33,280
-707
| -2% | -$78K | 0.97% | 45 |
|
|
2019
Q1 | $3.44M | Buy |
33,987
+11,207
| +49% | +$1.15M | 0.94% | 41 |
|
|
2018
Q4 | $2.22M | Buy |
22,780
+10,828
| +91% | +$1.15M | 0.96% | 38 |
|
|
2018
Q3 | $1.35M | Sell |
11,952
-150
| -1% | -$17K | 0.64% | 48 |
|
|
2018
Q2 | $1.4M | Sell |
12,102
-5,357
| -31% | -$588K | 0.69% | 45 |
|
|
2018
Q1 | $1.92M | Sell |
17,459
-3,181
| -15% | -$360K | 1% | 38 |
|
|
2017
Q4 | $2.21M | Sell |
20,640
-5,577
| -21% | -$565K | 1.08% | 39 |
|
|
2017
Q3 | $2.5M | Buy |
26,217
+1,171
| +5% | +$108K | 1.44% | 30 |
|
|
2017
Q2 | $2.29M | Buy |
25,046
+97
| +0.4% | +$8.37K | 1.43% | 34 |
|
|
2017
Q1 | $2.19M | Buy |
+24,949
| New | +$2.2M | 1.55% | 35 |
|
Other funds holding JPM
Parkside Investments's JPM Position: Q2 2026 in Review
Parkside Investments reduced its JPMorgan Chase (JPM) stake by 16% in Q2 2026, selling an estimated $168K and leaving 2,796 shares worth $915K. The position accounts for 0.1% of the portfolio, ranked #66.
Parkside Investments first reported a position in JPM in Q1 2017 and has held it in 38 quarters since. The position peaked at $4.53M in Q4 2019. 3,051 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Parkside Investments held 2,796 shares of JPMorgan Chase worth $915K as of Q2 2026.
- Parkside Investments sold 540 JPMorgan Chase shares in Q2 2026, an estimated $168K.
- JPMorgan Chase made up 0.1% of Parkside Investments's portfolio in Q2 2026, its #66 holding.
- Parkside Investments first reported a position in JPMorgan Chase in Q1 2017 and has held it in 38 quarters since.
- Parkside Investments's JPMorgan Chase position peaked at $4.53M in Q4 2019.
- 3,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.