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JPMJPM
7 quarters

Position history for PARNASSUS INVESTMENTS, LLCPARNASSUS INVESTMENTS, LLC's holdings in JPMORGAN CHASE & CO

Yes. Parnassus Investments holds 540,099 shares of JPM (JPMorgan Chase), worth $178.7M, as of its Q3 2026 13F filing. It reduced the position by 22,599 shares (-4.0%) from Q2 2026. Parnassus Investments has held JPM since Q1 2025, across 7 quarterly 13F filings. JPM is 0.5% of Parnassus Investments' reported 13F portfolio.

Current Value

$178.7M

Current Shares

540,099

Total Value Change

+$87M

Total Shares Change

+166,277

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
540,099
-4.0%
$178.7M0.5%$329.19
0
2026-Q2
Decreased
562,698
-2.1%
$184.2M0.5%$325.86
0
2026-Q1
Increased
574,730
+14.7%
$169.1M0.5%$291.35
42
2025-Q4
Decreased
500,909
-4.3%
$161.4M0.4%$317.71
0
2025-Q3
Increased
523,658
+0.9%
$165.2M0.4%$309.51
37
2025-Q2
Increased
519,146
+38.9%
$150.5M0.3%$283.10
48
2025-Q1
New
373,822
-
$91.7M0.2%$238.07
49

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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