Paladin Advisory Group’s JPMorgan Chase JPM Stock Holding History

Paladin Advisory Group’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	$942K	Hold	2,877	–	–	0.63%	36
2026 Q1	$846K	Sell	2,877 -48	-2%	-$14.6K	0.64%	35
2025 Q4	$942K	Buy	2,925 +141	+5%	+$43.7K	0.69%	34
2025 Q3	$878K	Sell	2,784 -18	-0.6%	-$5.35K	0.68%	33
2025 Q2	$812K	Hold	2,802	–	–	0.62%	39
2025 Q1	$687K	Hold	2,802	–	–	0.55%	40
2024 Q4	$672K	Hold	2,802	–	–	0.51%	41
2024 Q3	$591K	Hold	2,802	–	–	0.44%	45
2024 Q2	$576K	Hold	2,802	–	–	0.45%	44
2024 Q1	$557K	Sell	2,802 -121	-4%	-$21.8K	0.44%	43
2023 Q4	$497K	Sell	2,923 -1,773	-38%	-$269K	0.41%	46
2023 Q3	$681K	Sell	4,696 -87	-2%	-$13K	0.57%	43
2023 Q2	$696K	Buy	4,783 +13	+0.3%	+$1.79K	0.56%	42
2023 Q1	$622K	Buy	+4,770	New	+$654K	0.52%	44
2022 Q2	–	Sell	-5,093	Closed	-$631K	–	405
2022 Q1	$689K	Buy	+5,093	New	+$752K	0.56%	45

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Paladin Advisory Group's JPM Position: Q2 2026 in Review

Paladin Advisory Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,877 shares worth $942K. The position accounts for 0.63% of the portfolio, ranked #36.

Paladin Advisory Group first reported a position in JPM in Q1 2022 and has held it in 15 quarters since. The position peaked at $942K in Q4 2025. 2,482 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Paladin Advisory Group held 2,877 shares of JPMorgan Chase worth $942K as of Q2 2026.
Paladin Advisory Group left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.63% of Paladin Advisory Group's portfolio in Q2 2026, its #36 holding.
Paladin Advisory Group first reported a position in JPMorgan Chase in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's JPMorgan Chase position peaked at $942K in Q4 2025.
2,482 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.