Procyon Advisors
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Procyon Advisors’s JPMorgan Chase JPM Stock Holding History

Procyon Advisors’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
Q3 		$18.1M Sell
54,599
-3,024
-5% -$1.06M 0.76% 27
2026
Q2 		$18.9M Sell
57,623
-1,443
-2% -$448K 0.81% 28
2026
Q1 		$17.4M Sell
59,066
-1,026
-2% -$311K 0.85% 25
2025
Q4 		$19.4M Buy
60,092
+9,370
+18% +$2.9M 0.96% 23
2025
Q3 		$16M Sell
50,722
-6,030
-11% -$1.79M 0.95% 23
2025
Q2 		$16.5M Sell
56,752
-33,745
-37% -$8.61M 1.54% 12
2025
Q1 		$22.2M Buy
90,497
+564
+0.6% +$144K 1.34% 14
2024
Q4 		$21.6M Buy
89,933
+833
+0.9% +$194K 1.37% 16
2024
Q3 		$18.8M Sell
89,100
-2,293
-3% -$483K 1.28% 14
2024
Q2 		$18.5M Sell
91,393
-1,108
-1% -$217K 1.37% 14
2024
Q1 		$18.5M Sell
92,501
-170
-0.2% -$30.7K 1.44% 15
2023
Q4 		$15.8M Buy
92,671
+10,066
+12% +$1.53M 1.34% 16
2023
Q3 		$12M Buy
82,605
+13,530
+20% +$2.03M 1.23% 15
2023
Q2 		$10M Buy
69,075
+14,628
+27% +$2.01M 1.26% 14
2023
Q1 		$7.09M Buy
54,447
+5,162
+10% +$707K 1.18% 16
2022
Q4 		$6.61M Buy
49,285
+10,493
+27% +$1.33M 1.21% 15
2022
Q3 		$4.05M Buy
38,792
+1,572
+4% +$180K 0.99% 20
2022
Q2 		$4.19M Buy
37,220
+1,663
+5% +$206K 0.92% 24
2022
Q1 		$4.85M Buy
35,557
+6,298
+22% +$930K 1% 18
2021
Q4 		$4.63M Buy
29,259
+2,404
+9% +$395K 0.99% 20
2021
Q3 		$4.4M Buy
26,855
+2,338
+10% +$367K 1.12% 19
2021
Q2 		$3.81M Buy
24,517
+1,551
+7% +$244K 1.04% 25
2021
Q1 		$3.5M Buy
22,966
+44
+0.2% +$6.33K 1.56% 14
2020
Q4 		$2.91M Buy
22,922
+728
+3% +$81.4K 1.42% 13
2020
Q3 		$2.14M Buy
22,194
+432
+2% +$42.4K 1.19% 16
2020
Q2 		$2.05M Buy
21,762
+5,259
+32% +$499K 1.09% 16
2020
Q1 		$1.49M Buy
16,503
+2,888
+21% +$351K 0.99% 23
2019
Q4 		$1.9M Buy
+13,615
New +$1.75M 1.16% 19

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Procyon Advisors's JPM Position: Q3 2026 in Review

Procyon Advisors reduced its JPMorgan Chase (JPM) stake by 5.2% in Q3 2026, selling an estimated $1.06M and leaving 54,599 shares worth $18.1M. The position accounts for 0.76% of the portfolio, ranked #27.

Procyon Advisors first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. The position peaked at $22.2M in Q1 2025. 3,401 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Procyon Advisors held 54,599 shares of JPMorgan Chase worth $18.1M as of Q3 2026.
  • Procyon Advisors sold 3,024 JPMorgan Chase shares in Q3 2026, an estimated $1.06M.
  • JPMorgan Chase made up 0.76% of Procyon Advisors's portfolio in Q3 2026, its #27 holding.
  • Procyon Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • Procyon Advisors's JPMorgan Chase position peaked at $22.2M in Q1 2025.
  • 3,401 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.