Parsonex Advisory Services’s JPMorgan Chase JPM Stock Holding History

Parsonex Advisory Services’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	$347K	Sell	1,061 -492	-32%	-$153K	0.3%	38
2026 Q1	$457K	Sell	1,553 -2,226	-59%	-$676K	0.45%	33
2025 Q4	$1.22M	Sell	3,779 -214	-5%	-$66.3K	0.78%	35
2025 Q3	$1.26M	Sell	3,993 -2	-0.1%	-$595	0.86%	33
2025 Q2	$1.16M	Buy	+3,995	New	+$1.02M	0.97%	34

Other funds holding JPM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Parsonex Advisory Services's JPM Position: Q2 2026 in Review

Parsonex Advisory Services reduced its JPMorgan Chase (JPM) stake by 32% in Q2 2026, selling an estimated $153K and leaving 1,061 shares worth $347K. The position accounts for 0.3% of the portfolio, ranked #38.

Parsonex Advisory Services first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.26M in Q3 2025. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Parsonex Advisory Services held 1,061 shares of JPMorgan Chase worth $347K as of Q2 2026.
Parsonex Advisory Services sold 492 JPMorgan Chase shares in Q2 2026, an estimated $153K.
JPMorgan Chase made up 0.3% of Parsonex Advisory Services's portfolio in Q2 2026, its #38 holding.
Parsonex Advisory Services first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
Parsonex Advisory Services's JPMorgan Chase position peaked at $1.26M in Q3 2025.
5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.