PARNASSUS INVESTMENTS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 948669 San Francisco, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$184,187,936

+$15,125,360 QoQ

Shares Held

562,698

-2.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#283

of 5,058 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PARNASSUS INVESTMENTS, LLC holds $1,376,459,737 across 5 Banks - Diversified names. JPM ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	13,603,761	$775,142,301
2	BNY	Bank of New York Mellon Corp	2,087,849	$301,923,843
3	JPM	Jpmorgan Chase & Co This page	562,698	$184,187,936
4	C	Citigroup Inc	820,903	$114,893,583
5	ING	Ing Groep NV	9,945	$312,074

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$184,187,936	562,698	-2.1%	Shares	Sole	2026-07-29
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.