JPM — JPMORGAN CHASE & CO COM

Ownership history in Parallel Advisors, LLC  ·  36 quarters on record

This page tracks every 13F SEC filing in which Parallel Advisors, LLC reported a position in JPMORGAN CHASE & CO COM (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.79% (2025 Q4)
Avg. % of fund
0.5%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 134,316 +610 +0.5% 0.79% $43.3M $320.77
2025 Q3 ADDED 133,706 +1,241 +0.9% 0.77% $42.2M $312.49
2025 Q2 ADDED 132,465 +2,068 +1.6% 0.77% $38.4M $285.83
2025 Q1 ADDED 130,397 +881 +0.7% 0.72% $32.0M $240.37
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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