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Parthenon LLC’s JPMorgan Chase JPM Stock Holding History

Parthenon LLC’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 		$13.7M Sell
41,853
-85
-0.2% -$26.4K 1.42% 20
2026
Q1 		$12.3M Sell
41,938
-522
-1% -$158K 1.41% 21
2025
Q4 		$13.7M Sell
42,460
-900
-2% -$279K 1.48% 22
2025
Q3 		$13.7M Buy
43,360
+462
+1% +$137K 1.52% 20
2025
Q2 		$12.4M Buy
42,898
+85
+0.2% +$21.7K 1.42% 21
2025
Q1 		$10.5M Sell
42,813
-3,000
-7% -$765K 1.29% 24
2024
Q4 		$11M Buy
45,813
+1,240
+3% +$289K 1.33% 23
2024
Q3 		$9.4M Buy
44,573
+234
+0.5% +$49.3K 1.12% 26
2024
Q2 		$8.97M Sell
44,339
-860
-2% -$168K 1.14% 26
2024
Q1 		$9.05M Buy
45,199
+453
+1% +$81.7K 1.15% 27
2023
Q4 		$7.61M Buy
44,746
+227
+0.5% +$34.4K 1.05% 30
2023
Q3 		$6.46M Hold
44,519
– – 0.97% 30
2023
Q2 		$6.47M Sell
44,519
-1,175
-3% -$162K 0.94% 32
2023
Q1 		$5.95M Sell
45,694
-117
-0.3% -$16K 0.91% 32
2022
Q4 		$6.14M Sell
45,811
-350
-0.8% -$44.3K 1.01% 31
2022
Q3 		$4.82M Sell
46,161
-1,431
-3% -$164K 0.87% 32
2022
Q2 		$5.36M Hold
47,592
– – 0.91% 33
2022
Q1 		$6.49M Hold
47,592
– – 0.94% 31
2021
Q4 		$7.54M Sell
47,592
-1,275
-3% -$209K 1.06% 30
2021
Q3 		$8M Sell
48,867
-1,156
-2% -$181K 1.2% 27
2021
Q2 		$7.78M Buy
50,023
+456
+0.9% +$71.6K 1.17% 29
2021
Q1 		$7.55M Sell
49,567
-300
-0.6% -$43.2K 1.21% 29
2020
Q4 		$6.34M Sell
49,867
-200
-0.4% -$22.4K 1.09% 30
2020
Q3 		$4.82M Buy
50,067
+130
+0.3% +$12.8K 0.94% 32
2020
Q2 		$4.7M Hold
49,937
– – 0.98% 31
2020
Q1 		$4.5M Buy
49,937
+3,558
+8% +$432K 1.07% 29
2019
Q4 		$6.46M Buy
46,379
+25
+0.1% +$3.21K 1.29% 27
2019
Q3 		$5.46M Sell
46,354
-1,380
-3% -$156K 1.17% 27
2019
Q2 		$5.34M Hold
47,734
– – 1.14% 27
2019
Q1 		$4.83M Sell
47,734
-80
-0.2% -$8.24K 1.08% 28
2018
Q4 		$4.67M Hold
47,814
– – 1.15% 29
2018
Q3 		$5.39M Buy
47,814
+130
+0.3% +$14.8K 1.19% 28
2018
Q2 		$4.97M Sell
47,684
-495
-1% -$54.3K 1.15% 30
2018
Q1 		$5.3M Sell
48,179
-735
-2% -$83.2K 1.25% 28
2017
Q4 		$5.23M Sell
48,914
-430
-0.9% -$43.5K 1.18% 28
2017
Q3 		$4.71M Hold
49,344
– – 1.11% 30
2017
Q2 		$4.51M Buy
49,344
+695
+1% +$60K 1.07% 34
2017
Q1 		$4.27M Sell
48,649
-1,985
-4% -$175K 1.01% 34
2016
Q4 		$4.37M Sell
50,634
-127
-0.3% -$9.68K 1.07% 31
2016
Q3 		$3.38M Sell
50,761
-265
-0.5% -$17.3K 0.84% 35
2016
Q2 		$3.17M Hold
51,026
– – 0.8% 36
2016
Q1 		$3.02M Buy
51,026
+600
+1% +$35K 0.78% 37
2015
Q4 		$3.33M Sell
50,426
-303
-0.6% -$19.7K 0.87% 38
2015
Q3 		$3.09M Sell
50,729
-75
-0.1% -$4.91K 0.86% 37
2015
Q2 		$3.44M Buy
50,804
+1,162
+2% +$75.9K 0.91% 37
2015
Q1 		$3.01M Sell
49,642
-383
-0.8% -$22.7K 0.8% 37
2014
Q4 		$3.13M Sell
50,025
-175
-0.3% -$10.5K 0.86% 35
2014
Q3 		$3.02M Buy
50,200
+2,330
+5% +$136K 0.87% 36
2014
Q2 		$2.76M Hold
47,870
– – 0.82% 36
2014
Q1 		$2.91M Sell
47,870
-833
-2% -$48.1K 0.87% 36
2013
Q4 		$2.85M Buy
48,703
+33
+0.1% +$1.81K 0.87% 35
2013
Q3 		$2.52M Hold
48,670
– – 0.83% 36
2013
Q2 		$2.57M Buy
+48,670
New +$2.47M 0.86% 35

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Parthenon LLC's JPM Position: Q2 2026 in Review

Parthenon LLC reduced its JPMorgan Chase (JPM) stake by 0.2% in Q2 2026, selling an estimated $26.4K and leaving 41,853 shares worth $13.7M. The position accounts for 1.42% of the portfolio, ranked #20.

Parthenon LLC first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Parthenon LLC held 41,853 shares of JPMorgan Chase worth $13.7M as of Q2 2026.
  • Parthenon LLC sold 85 JPMorgan Chase shares in Q2 2026, an estimated $26.4K.
  • JPMorgan Chase made up 1.42% of Parthenon LLC's portfolio in Q2 2026, its #20 holding.
  • Parthenon LLC first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Parthenon LLC's 13F filing for Q2 2026, filed 23 Jul 2026.