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Disclosery

Parcion Private Wealth LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parcion Private Wealth LLC on JPM, newest first. How the timeline and the estimate are built.

Parcion Private Wealth LLC held 42,322 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,322 shares
    Change vs previous 13F +814 shares

    0.77% of the 13F portfolio, value $13,853,393.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,508 shares
    Change vs previous 13F -568 shares

    0.76% of the 13F portfolio, value $12,210,128.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,076 shares
    Change vs previous 13F -229 shares

    0.82% of the 13F portfolio, value $13,557,614.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,305 shares
    Change vs previous 13F +1,082 shares

    0.83% of the 13F portfolio, value $13,344,270.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,223 shares
    Change vs previous 13F +339 shares

    0.85% of the 13F portfolio, value $11,951,079.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,884 shares
    Change vs previous 13F -41 shares

    0.82% of the 13F portfolio, value $10,028,904.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,925 shares
    Change vs previous 13F -154 shares

    0.75% of the 13F portfolio, value $9,810,043.

    13F-HR 0001801263-25-000003 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 41,079 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $8,662,023.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).