PARNASSUS INVESTMENTS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 948669 San Francisco, CA

Position in JPM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$169,062,576

+$7,659,679 QoQ

Shares Held

574,730

+14.7% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

PARNASSUS INVESTMENTS, LLC holds $1,276,891,724 across 4 Banks - Diversified names. JPM ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	14,808,834	$721,930,657
2	BNY	Bank of New York Mellon Corp	2,307,326	$273,718,083
3	JPM	Jpmorgan Chase & Co This page	574,730	$169,062,576
4	C	Citigroup Inc	989,158	$112,180,408

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$169,062,576	574,730	+14.7%	Shares	Sole	2026-05-12
2025-12-31	$161,402,897	500,909	-4.3%	Shares	Sole	2026-02-12
2025-09-30	$165,177,442	523,658	+0.9%	Shares	Sole	2025-10-24
2025-06-30	$150,505,616	519,146	+38.9%	Shares	Sole	2025-08-06
2025-03-31	$91,698,536	373,822	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.