SEC 13F Intelligence

Parametric Portfolio Associates LLC / JPM

Parametric Portfolio Associates LLC’s Jpmorgan Chase & Co Position

Does Parametric Portfolio Associates LLC own Jpmorgan Chase & Co (JPM)? Yes — 11.05M shares worth $1.5B (+0.79% of its 13F portfolio) as of Q1 2022, down from 11.28M shares the prior filed quarter.

Position Value
$1.5B
Q1 2022
Shares
11.05M
% of Portfolio
+0.79%
Quarters Held
14
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $1.0BQ4 ’18Q1 ’19: $1.1BQ2 ’19: $1.2BQ2 ’19Q3 ’19: $1.3BQ4 ’19: $1.6BQ4 ’19Q1 ’20: $1.0BQ2 ’20: $1.0BQ2 ’20Q3 ’20: $1.0BQ4 ’20: $1.3BQ4 ’20Q1 ’21: $1.6BQ2 ’21: $1.7BQ2 ’21Q3 ’21: $1.8BQ4 ’21: $1.8BQ4 ’21Q1 ’22: $1.5Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202211.05M$1.5B+0.79%
Q4 202111.28M$1.8B+0.91%
Q3 202111.12M$1.8B+1.03%
Q2 202110.77M$1.7B+0.87%
Q1 202110.43M$1.6B+0.91%
Q4 202010.46M$1.3B+0.83%
Q3 202010.65M$1.0B+0.74%
Q2 202011.03M$1.0B+0.80%
Q1 202011.46M$1.0B+0.94%
Q4 201911.50M$1.6B+1.17%
Q3 201911.29M$1.3B+1.07%
Q2 201911.16M$1.2B+1.03%
Q1 201910.88M$1.1B+0.95%
Q4 201810.66M$1.0B+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Parametric Portfolio Associates LLC’s full portfolio or all institutional holders of JPM.