SEC 13F Intelligence

Parcion Private Wealth LLC / JPM

Parcion Private Wealth LLC’s Jpmorgan Chase & Co Position

Does Parcion Private Wealth LLC own Jpmorgan Chase & Co (JPM)? Yes — 41.5K shares worth $12M (+0.76% of its 13F portfolio) as of Q1 2026, down from 42.1K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
41.5K
% of Portfolio
+0.76%
Quarters Held
26
currently held

Position History JPM

Reported value by quarter
Q4 ’19: $5MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $8MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $7MQ4 ’21: $6MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $8MQ3 ’24: $9MQ4 ’24: $10MQ4 ’24Q1 ’25: $10MQ2 ’25: $12MQ3 ’25: $13MQ4 ’25: $14MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.5K$12M+0.76%
Q4 202542.1K$14M+0.82%
Q3 202542.3K$13M+0.83%
Q2 202541.2K$12M+0.85%
Q1 202540.9K$10M+0.82%
Q4 202440.9K$10M+0.75%
Q3 202441.1K$9M+0.72%
Q2 202439.0K$8M+0.72%
Q1 202440.3K$8M+0.71%
Q4 202341.4K$7M+0.64%
Q3 202340.9K$6M+0.62%
Q2 202340.1K$6M+0.59%
Q1 202339.5K$5M+0.54%
Q4 202234.8K$5M+0.51%
Q3 202233.6K$4M+0.39%
Q2 202231.0K$4M+0.35%
Q1 202233.0K$5M+0.42%
Q4 202139.9K$6M+0.57%
Q3 202140.4K$7M+0.60%
Q2 202139.5K$6M+0.62%
Q1 202140.0K$6M+0.69%
Q4 202064.3K$8M+1.08%
Q3 202045.9K$4M+0.69%
Q2 202036.7K$3M+0.59%
Q1 202035.1K$3M+0.87%
Q4 201933.7K$5M+1.02%

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