Parr McKnight Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Parr McKnight Wealth Management 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	$14.5M	Buy	44,183 +245	+0.6%	+$76.1K	1.71%	9
2026 Q1	$12.9M	Sell	43,938 -547	-1%	-$166K	1.69%	8
2025 Q4	$14.3M	Sell	44,485 -46	-0.1%	-$14.2K	1.88%	5
2025 Q3	$14M	Sell	44,531 -273	-0.6%	-$81.2K	1.84%	6
2025 Q2	$13M	Sell	44,804 -529	-1%	-$135K	1.78%	6
2025 Q1	$11.1M	Sell	45,333 -1,219	-3%	-$311K	1.6%	7
2024 Q4	$11.2M	Buy	+46,552	New	+$10.8M	1.6%	9

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Parr McKnight Wealth Management Group's JPM Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its JPMorgan Chase (JPM) stake by 0.56% in Q2 2026, buying an estimated $76.1K and bringing the position to 44,183 shares worth $14.5M. The position accounts for 1.71% of the portfolio, ranked #9.

Parr McKnight Wealth Management Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Parr McKnight Wealth Management Group held 44,183 shares of JPMorgan Chase worth $14.5M as of Q2 2026.
Parr McKnight Wealth Management Group bought 245 JPMorgan Chase shares in Q2 2026, an estimated $76.1K.
JPMorgan Chase made up 1.71% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #9 holding.
Parr McKnight Wealth Management Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.