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Parkworth Wealth Management’s JPMorgan Chase JPM Stock Holding History

Parkworth 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
2025
Q2 		$137K Buy
472
+46
+11% +$11.7K 0.1% 70
2025
Q1 		$105K Buy
426
+2
+0.5% +$510 0.08% 71
2024
Q4 		$102K Buy
+424
New +$98.8K 0.08% 68

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Parkworth Wealth Management's JPM Position: Q2 2025 in Review

Parkworth Wealth Management increased its JPMorgan Chase (JPM) stake by 11% in Q2 2025, buying an estimated $11.7K and bringing the position to 472 shares worth $137K. The position accounts for 0.1% of the portfolio, ranked #70.

Parkworth Wealth Management first reported a position in JPM in Q4 2024 and has held it in 3 quarters since. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Parkworth Wealth Management held 472 shares of JPMorgan Chase worth $137K as of Q2 2025.
  • Parkworth Wealth Management bought 46 JPMorgan Chase shares in Q2 2025, an estimated $11.7K.
  • JPMorgan Chase made up 0.1% of Parkworth Wealth Management's portfolio in Q2 2025, its #70 holding.
  • Parkworth Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 3 quarters since.
  • 4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.