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
2023 Q1	–	Sell	-4,757	Closed	-$638K	–	389
2022 Q4	$638K	Buy	4,757 +13	+0.3%	+$1.65K	0.55%	44
2022 Q3	$495K	Sell	4,744 -364	-7%	-$41.8K	0.45%	49
2022 Q2	$575K	Buy	+5,108	New	+$633K	0.49%	47
2022 Q1	–	Sell	-5,082	Closed	-$804K	–	403
2021 Q4	$804K	Buy	+5,082	New	+$835K	0.65%	41

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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. 5,140 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.
5,140 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.