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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paladin Advisory Group's JPM Position: Q1 2026 in Review

Paladin Advisory Group reduced its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, selling an estimated $14.6K and leaving 2,877 shares worth $846K. The position accounts for 0.64% of the portfolio, ranked #35.

Paladin Advisory Group first reported a position in JPM in Q1 2022 and has held it in 14 quarters since. The position peaked at $942K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Paladin Advisory Group held 2,877 shares of JPMorgan Chase worth $846K as of Q1 2026.
  • Paladin Advisory Group sold 48 JPMorgan Chase shares in Q1 2026, an estimated $14.6K.
  • JPMorgan Chase made up 0.64% of Paladin Advisory Group's portfolio in Q1 2026, its #35 holding.
  • Paladin Advisory Group first reported a position in JPMorgan Chase in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's JPMorgan Chase position peaked at $942K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.