Paradiem’s JPMorgan Chase JPM Stock Holding History

Paradiem’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	$7.76M	Sell	23,716 -11,458	-33%	-$3.56M	1.67%	23
2026 Q1	$10.3M	Hold	35,174	–	–	2.28%	20
2025 Q4	$11.3M	Hold	35,174	–	–	2.71%	20
2025 Q3	$11.1M	Hold	35,174	–	–	2.59%	25
2025 Q2	$10.2M	Hold	35,174	–	–	2.57%	15
2025 Q1	$8.63M	Hold	35,174	–	–	2.38%	22
2024 Q4	$8.43M	Hold	35,174	–	–	2.26%	21
2024 Q3	$7.42M	Hold	35,174	–	–	1.75%	27
2024 Q2	$7.11M	Hold	35,174	–	–	1.78%	27
2024 Q1	$7.05M	Hold	35,174	–	–	1.74%	26
2023 Q4	$5.98M	Sell	35,174 -22,092	-39%	-$3.35M	1.67%	28
2023 Q3	$8.3M	Hold	57,266	–	–	2.49%	2
2023 Q2	$8.33M	Hold	57,266	–	–	2.37%	3
2023 Q1	$7.46M	Hold	57,266	–	–	2.32%	3
2022 Q4	$7.68M	Hold	57,266	–	–	2.84%	1
2022 Q3	$5.98M	Hold	57,266	–	–	2.31%	3
2022 Q2	$6.45M	Hold	57,266	–	–	2.44%	2
2022 Q1	$7.64M	Hold	57,266	–	–	2.51%	2
2021 Q4	$8.51M	Hold	57,266	–	–	2.78%	2
2021 Q3	$9.76M	Hold	57,266	–	–	2.91%	1
2021 Q2	$9.16M	Sell	57,266 -3,962	-6%	-$622K	2.84%	1
2021 Q1	$9.52M	Buy	+61,228	New	+$8.81M	3.14%	1

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

Paradiem's JPM Position: Q2 2026 in Review

Paradiem reduced its JPMorgan Chase (JPM) stake by 33% in Q2 2026, selling an estimated $3.56M and leaving 23,716 shares worth $7.76M. The position accounts for 1.67% of the portfolio, ranked #23.

Paradiem first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.3M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Paradiem held 23,716 shares of JPMorgan Chase worth $7.76M as of Q2 2026.
Paradiem sold 11,458 JPMorgan Chase shares in Q2 2026, an estimated $3.56M.
JPMorgan Chase made up 1.67% of Paradiem's portfolio in Q2 2026, its #23 holding.
Paradiem first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
Paradiem's JPMorgan Chase position peaked at $11.3M in Q4 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Paradiem's 13F filing for Q2 2026, filed 14 Jul 2026.