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Cathy Pareto & Associates’s JPMorgan Chase JPM Stock Holding History

Cathy Pareto & Associates’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$423K Buy
1,290
+6
+0.5% +$1.86K 0.25% 62
2026
Q1 		$377K Buy
1,284
+6
+0.5% +$1.82K 0.25% 65
2025
Q4 		$412K Sell
1,278
-3
-0.2% -$929 0.29% 60
2025
Q3 		$404K Buy
1,281
+25
+2% +$7.43K 0.31% 59
2025
Q2 		$364K Sell
1,256
-202
-14% -$51.5K 0.3% 63
2025
Q1 		$358K Sell
1,458
-8
-0.5% -$2.04K 0.32% 61
2024
Q4 		$351K Buy
+1,466
New +$341K 0.32% 56

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Cathy Pareto & Associates's JPM Position: Q2 2026 in Review

Cathy Pareto & Associates increased its JPMorgan Chase (JPM) stake by 0.47% in Q2 2026, buying an estimated $1.86K and bringing the position to 1,290 shares worth $423K. The position accounts for 0.25% of the portfolio, ranked #62.

Cathy Pareto & Associates first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cathy Pareto & Associates held 1,290 shares of JPMorgan Chase worth $423K as of Q2 2026.
  • Cathy Pareto & Associates bought 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
  • JPMorgan Chase made up 0.25% of Cathy Pareto & Associates's portfolio in Q2 2026, its #62 holding.
  • Cathy Pareto & Associates first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.