Parsons Capital Management’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
Q1 | $72.8M | Buy |
247,562
+108,918
| +79% | +$33.1M | 3.33% | 4 |
|
|
2025
Q4 | $44.7M | Buy |
138,644
+1,098
| +0.8% | +$340K | 2.45% | 6 |
|
|
2025
Q3 | $43.4M | Sell |
137,546
-2,768
| -2% | -$823K | 2.47% | 6 |
|
|
2025
Q2 | $40.7M | Sell |
140,314
-101,128
| -42% | -$25.8M | 2.5% | 6 |
|
|
2025
Q1 | $59.2M | Sell |
241,442
-1,574
| -0.6% | -$401K | 3.23% | 5 |
|
|
2024
Q4 | $58.3M | Buy |
243,016
+100,363
| +70% | +$23.4M | 3.16% | 6 |
|
|
2024
Q3 | $30.1M | Sell |
142,653
-310
| -0.2% | -$65.3K | 1.91% | 6 |
|
|
2024
Q2 | $28.9M | Sell |
142,963
-1,602
| -1% | -$313K | 1.97% | 6 |
|
|
2024
Q1 | $29M | Sell |
144,565
-978
| -0.7% | -$176K | 1.98% | 6 |
|
|
2023
Q4 | $24.8M | Sell |
145,543
-1,370
| -0.9% | -$208K | 1.77% | 6 |
|
|
2023
Q3 | $21.3M | Sell |
146,913
-927
| -0.6% | -$139K | 1.68% | 7 |
|
|
2023
Q2 | $21.5M | Sell |
147,840
-697
| -0.5% | -$95.9K | 1.64% | 7 |
|
|
2023
Q1 | $19.4M | Sell |
148,537
-751
| -0.5% | -$103K | 1.56% | 8 |
|
|
2022
Q4 | $20M | Buy |
149,288
+2,157
| +1% | +$273K | 1.67% | 9 |
|
|
2022
Q3 | $15.4M | Buy |
147,131
+5,763
| +4% | +$661K | 1.38% | 10 |
|
|
2022
Q2 | $15.9M | Sell |
141,368
-169
| -0.1% | -$20.9K | 1.43% | 9 |
|
|
2022
Q1 | $19.3M | Buy |
141,537
+916
| +0.7% | +$135K | 1.46% | 8 |
|
|
2021
Q4 | $22.3M | Sell |
140,621
-47
| -0% | -$7.72K | 1.6% | 7 |
|
|
2021
Q3 | $23M | Sell |
140,668
-406
| -0.3% | -$63.7K | 1.8% | 6 |
|
|
2021
Q2 | $21.9M | Sell |
141,074
-583
| -0.4% | -$91.6K | 1.68% | 6 |
|
|
2021
Q1 | $21.6M | Buy |
141,657
+379
| +0.3% | +$54.5K | 1.76% | 6 |
|
|
2020
Q4 | $18M | Sell |
141,278
-132
| -0.1% | -$14.8K | 1.55% | 7 |
|
|
2020
Q3 | $13.6M | Buy |
141,410
+987
| +0.7% | +$96.9K | 1.33% | 12 |
|
|
2020
Q2 | $13.2M | Sell |
140,423
-1,914
| -1% | -$182K | 1.41% | 10 |
|
|
2020
Q1 | $12.8M | Sell |
142,337
-1,885
| -1% | -$229K | 1.65% | 8 |
|
|
2019
Q4 | $20.1M | Sell |
144,222
-321
| -0.2% | -$41.2K | 2.02% | 6 |
|
|
2019
Q3 | $17M | Sell |
144,543
-346
| -0.2% | -$39.1K | 1.84% | 7 |
|
|
2019
Q2 | $16.2M | Sell |
144,889
-972
| -0.7% | -$107K | 1.77% | 8 |
|
|
2019
Q1 | $14.8M | Sell |
145,861
-1,274
| -0.9% | -$131K | 1.62% | 8 |
|
|
2018
Q4 | $14.4M | Buy |
147,135
+1,258
| +0.9% | +$134K | 1.77% | 8 |
|
|
2018
Q3 | $16.5M | Buy |
145,877
+1,085
| +0.7% | +$123K | 1.74% | 8 |
|
|
2018
Q2 | $15.1M | Buy |
144,792
+155
| +0.1% | +$17K | 1.71% | 8 |
|
|
2018
Q1 | $15.9M | Sell |
144,637
-1,798
| -1% | -$204K | 1.85% | 7 |
|
|
2017
Q4 | $15.7M | Sell |
146,435
-1,646
| -1% | -$167K | 1.74% | 6 |
|
|
2017
Q3 | $14.1M | Sell |
148,081
-486
| -0.3% | -$44.8K | 1.67% | 6 |
|
|
2017
Q2 | $13.6M | Buy |
148,567
+143
| +0.1% | +$12.3K | 1.66% | 6 |
|
|
2017
Q1 | $13M | Sell |
148,424
-4,045
| -3% | -$357K | 1.65% | 6 |
|
|
2016
Q4 | $13.2M | Buy |
152,469
+368
| +0.2% | +$28.1K | 1.75% | 6 |
|
|
2016
Q3 | $10.1M | Buy |
152,101
+2,192
| +1% | +$143K | 1.37% | 9 |
|
|
2016
Q2 | $9.31M | Sell |
149,909
-1,521
| -1% | -$95K | 1.27% | 10 |
|
|
2016
Q1 | $8.97M | Buy |
151,430
+4,517
| +3% | +$264K | 1.23% | 10 |
|
|
2015
Q4 | $9.7M | Buy |
146,913
+2,068
| +1% | +$135K | 1.36% | 9 |
|
|
2015
Q3 | $8.83M | Buy |
144,845
+508
| +0.4% | +$33.3K | 1.29% | 8 |
|
|
2015
Q2 | $9.78M | Buy |
144,337
+4,298
| +3% | +$281K | 1.3% | 9 |
|
|
2015
Q1 | $8.48M | Sell |
140,039
-100
| -0.1% | -$5.92K | 1.19% | 8 |
|
|
2014
Q4 | $8.77M | Buy |
140,139
+2,371
| +2% | +$143K | 1.16% | 11 |
|
|
2014
Q3 | $8.3M | Sell |
137,768
-2,795
| -2% | -$163K | 1.15% | 13 |
|
|
2014
Q2 | $8.1M | Sell |
140,563
-1,246
| -0.9% | -$70.1K | 1.11% | 15 |
|
|
2014
Q1 | $8.61M | Buy |
141,809
+6,631
| +5% | +$383K | 1.22% | 10 |
|
|
2013
Q4 | $7.9M | Buy |
135,178
+1,145
| +0.9% | +$62.7K | 1.19% | 11 |
|
|
2013
Q3 | $6.93M | Buy |
134,033
+4,564
| +4% | +$245K | 1.13% | 14 |
|
|
2013
Q2 | $6.83M | Buy |
+129,469
| New | +$6.58M | 1.17% | 12 |
|
Other funds holding JPM
VCM
VPM
Parsons Capital Management's JPM Position: Q1 2026 in Review
Parsons Capital Management increased its JPMorgan Chase (JPM) stake by 79% in Q1 2026, buying an estimated $33.1M and bringing the position to 247,562 shares worth $72.8M. The position accounts for 3.33% of the portfolio, ranked #4.
Parsons Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Parsons Capital Management held 247,562 shares of JPMorgan Chase worth $72.8M as of Q1 2026.
- Parsons Capital Management bought 108,918 JPMorgan Chase shares in Q1 2026, an estimated $33.1M.
- JPMorgan Chase made up 3.33% of Parsons Capital Management's portfolio in Q1 2026, its #4 holding.
- Parsons Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.