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Paladin Partners’s JPMorgan Chase JPM Stock Holding History

Paladin Partners’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
Q3 		$127K Hold
385
– – 0.08% 47
2026
Q2 		$126K Hold
385
– – 0.08% 48
2026
Q1 		$113K Hold
385
– – 0.08% 50
2025
Q4 		$124K Buy
+385
New +$119K 0.09% 46

Other funds holding JPM

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Paladin Partners's JPM Position: Q3 2026 in Review

Paladin Partners held its JPMorgan Chase (JPM) position steady in Q3 2026 at 385 shares worth $127K. The position accounts for 0.08% of the portfolio, ranked #47.

Paladin Partners first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Paladin Partners held 385 shares of JPMorgan Chase worth $127K as of Q3 2026.
  • Paladin Partners left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.08% of Paladin Partners's portfolio in Q3 2026, its #47 holding.
  • Paladin Partners first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.