Paladin Wealth’s JPMorgan Chase JPM Stock Holding History

Paladin Wealth’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	$1.52M	Buy	4,641 +293	+7%	+$91K	0.88%	32
2026 Q1	$1.28M	Sell	4,348 -216	-5%	-$65.6K	0.88%	35
2025 Q4	$1.47M	Sell	4,564 -271	-6%	-$83.9K	1%	28
2025 Q3	$1.53M	Sell	4,835 -175	-3%	-$52K	1.11%	23
2025 Q2	$1.45M	Buy	5,010 +21	+0.4%	+$5.36K	1.13%	21
2025 Q1	$1.22M	Buy	4,989 +273	+6%	+$69.6K	1.1%	31
2024 Q4	$1.13M	Buy	4,716 +205	+5%	+$47.7K	0.98%	31
2024 Q3	$951K	Buy	+4,511	New	+$950K	0.83%	36

Other funds holding JPM

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Paladin Wealth's JPM Position: Q2 2026 in Review

Paladin Wealth increased its JPMorgan Chase (JPM) stake by 6.7% in Q2 2026, buying an estimated $91K and bringing the position to 4,641 shares worth $1.52M. The position accounts for 0.88% of the portfolio, ranked #32.

Paladin Wealth first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q3 2025. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Paladin Wealth held 4,641 shares of JPMorgan Chase worth $1.52M as of Q2 2026.
Paladin Wealth bought 293 JPMorgan Chase shares in Q2 2026, an estimated $91K.
JPMorgan Chase made up 0.88% of Paladin Wealth's portfolio in Q2 2026, its #32 holding.
Paladin Wealth first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Paladin Wealth's JPMorgan Chase position peaked at $1.53M in Q3 2025.
1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.