Parcion Private Wealth LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1801263 BELLEVUE, WA

Position in JPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$13,853,260

+$1,643,267 QoQ

Shares Held

42,322

+2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#1,212

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Parcion Private Wealth LLC holds $25,574,885 across 5 Banks - Diversified names. JPM ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	42,322	$13,853,260
2	WFC	Wells Fargo & Company/Mn	61,395	$5,073,682
3	BAC	Bank Of America Corp /De/	86,285	$4,916,519
4	C	Citigroup Inc	8,830	$1,235,846
5	BNY	Bank of New York Mellon Corp	3,427	$495,578

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,853,260	42,322	+2.0%	Shares	Sole	2026-07-27
2026-03-31	$12,209,993	41,508	-1.3%	Shares	Sole	2026-04-22
2025-12-31	$13,557,728	42,076	-0.5%	Shares	Sole	2026-01-26
2025-09-30	$13,344,266	42,305	+2.6%	Shares	Other	2025-10-14
2025-06-30	$11,950,959	41,223	+0.8%	Shares	Other	2025-07-30
2025-03-31	$10,028,844	40,884	-0.1%	Shares	Other	2025-05-02
2024-12-31	$9,810,131	40,925	-0.4%	Shares	Other	2025-02-03
2024-09-30	$8,661,917	41,079	+5.2%	Shares	Other	2024-10-23
2024-06-30	$7,896,027	39,039	-3.2%	Shares	Other	2024-08-06
2024-03-31	$8,076,896	40,324	-2.7%	Shares	Other	2024-04-24
2023-12-31	$7,046,902	41,428	+1.3%	Shares	Sole	2024-01-23
2023-09-30	$5,933,057	40,912	+1.9%	Shares	Sole	2023-10-27
2023-06-30	$5,838,688	40,145	+1.7%	Shares	Sole	2023-08-02
2023-03-31	$5,143,856	39,474	+13.5%	Shares	Sole	2023-05-11
2022-12-31	$4,665,070	34,788	+3.5%	Shares	Sole	2023-02-10
2022-09-30	$3,513,185	33,619	+8.5%	Shares	Other	2022-10-14
2022-06-30	$3,489,107	30,984	-6.1%	Shares	Sole	2022-08-12
2022-03-31	$4,498,422	32,999	-17.2%	Shares	Other	2022-05-06
2021-12-31	$6,313,255	39,869	-1.3%	Shares	Sole	2022-02-08
2021-09-30	$6,613,894	40,405	+2.3%	Shares	Sole	2021-11-15
2021-06-30	$6,143,830	39,500	-1.3%	Shares	Sole	2021-07-30
2021-03-31	$6,094,071	40,032	-37.7%	Shares	Sole	2021-04-08
2020-12-31	$8,168,694	64,285	+40.1%	Shares	Sole	2021-02-11
2020-09-30	$4,416,578	45,877	+24.8%	Shares	Sole	2020-10-20
2020-06-30	$3,456,516	36,748	+4.6%	Shares	Sole	2020-07-21
2020-03-31	$3,162,663	35,129	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.