Paradigm Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.65M | Hold |
29,391
| – | – | 2.03% | 2 |
|
|
2025
Q4 | $9.47M | Sell |
29,391
-1,900
| -6% | -$588K | 2.19% | 2 |
|
|
2025
Q3 | $9.87M | Hold |
31,291
| – | – | 2.27% | 1 |
|
|
2025
Q2 | $9.07M | Buy |
31,291
+2,900
| +10% | +$740K | 2.24% | 1 |
|
|
2025
Q1 | $6.96M | Hold |
28,391
| – | – | 1.85% | 1 |
|
|
2024
Q4 | $6.81M | Sell |
28,391
-17,300
| -38% | -$4.03M | 1.86% | 1 |
|
|
2024
Q3 | $9.63M | Hold |
45,691
| – | – | 2.52% | 1 |
|
|
2024
Q2 | $9.24M | Buy |
45,691
+12,800
| +39% | +$2.5M | 2.58% | 1 |
|
|
2024
Q1 | $6.59M | Sell |
32,891
-400
| -1% | -$72.2K | 1.67% | 2 |
|
|
2023
Q4 | $5.66M | Sell |
33,291
-900
| -3% | -$136K | 1.5% | 2 |
|
|
2023
Q3 | $4.96M | Sell |
34,191
-1,900
| -5% | -$285K | 1.4% | 2 |
|
|
2023
Q2 | $5.25M | Sell |
36,091
-7,900
| -18% | -$1.09M | 1.41% | 2 |
|
|
2023
Q1 | $5.73M | Sell |
43,991
-100
| -0.2% | -$13.7K | 1.57% | 4 |
|
|
2022
Q4 | $5.91M | Buy |
44,091
+800
| +2% | +$101K | 1.66% | 4 |
|
|
2022
Q3 | $4.52M | Sell |
43,291
-1,300
| -3% | -$149K | 1.51% | 3 |
|
|
2022
Q2 | $5.02M | Buy |
44,591
+5,100
| +13% | +$632K | 1.54% | 2 |
|
|
2022
Q1 | $5.38M | Hold |
39,491
| – | – | 1.42% | 3 |
|
|
2021
Q4 | $6.25M | Buy |
39,491
+1,841
| +5% | +$302K | 1.56% | 3 |
|
|
2021
Q3 | $6.16M | Sell |
37,650
-2,000
| -5% | -$314K | 1.69% | 1 |
|
|
2021
Q2 | $6.17M | Sell |
39,650
-100
| -0.3% | -$15.7K | 1.57% | 2 |
|
|
2021
Q1 | $6.05M | Sell |
39,750
-1,400
| -3% | -$201K | 1.62% | 2 |
|
|
2020
Q4 | $5.23M | Buy |
41,150
+10,900
| +36% | +$1.22M | 1.46% | 1 |
|
|
2020
Q3 | $2.91M | Sell |
30,250
-5,000
| -14% | -$491K | 0.9% | 12 |
|
|
2020
Q2 | $3.32M | Sell |
35,250
-5,300
| -13% | -$503K | 1.02% | 5 |
|
|
2020
Q1 | $3.65M | Hold |
40,550
| – | – | 1.41% | 2 |
|
|
2019
Q4 | $5.65M | Buy |
40,550
+1,900
| +5% | +$244K | 1.68% | 1 |
|
|
2019
Q3 | $4.55M | Sell |
38,650
-8,700
| -18% | -$984K | 1.49% | 1 |
|
|
2019
Q2 | $5.29M | Buy |
47,350
+350
| +0.7% | +$38.6K | 1.53% | 1 |
|
|
2019
Q1 | $4.76M | Sell |
47,000
-2,300
| -5% | -$237K | 1.4% | 3 |
|
|
2018
Q4 | $4.81M | Buy |
49,300
+11,550
| +31% | +$1.23M | 1.55% | 2 |
|
|
2018
Q3 | $4.26M | Sell |
37,750
-55,250
| -59% | -$6.27M | 1.19% | 5 |
|
|
2018
Q2 | $9.69M | Hold |
93,000
| – | – | 2.82% | 1 |
|
|
2018
Q1 | $10.2M | Sell |
93,000
-5,900
| -6% | -$668K | 2.97% | 1 |
|
|
2017
Q4 | $10.6M | Buy |
98,900
+67,600
| +216% | +$6.84M | 2.89% | 1 |
|
|
2017
Q3 | $2.99M | Sell |
31,300
-11,000
| -26% | -$1.01M | 0.77% | 42 |
|
|
2017
Q2 | $3.87M | Buy |
+42,300
| New | +$3.65M | 0.78% | 35 |
|
|
2013
Q4 | – | Sell |
-191,850
| Closed | -$9.92M | – | 815 |
|
|
2013
Q3 | $9.92M | Buy |
191,850
+180,500
| +1,590% | +$9.68M | 1.62% | 1 |
|
|
2013
Q2 | $599K | Buy |
+11,350
| New | +$577K | 0.1% | 231 |
|
Other funds holding JPM
VCM
VPM
Paradigm Asset Management's JPM Position: Q1 2026 in Review
Paradigm Asset Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 29,391 shares worth $8.65M. The position accounts for 2.03% of the portfolio, ranked #2.
Paradigm Asset Management first reported a position in JPM in Q2 2013 and has held it in 38 quarters since. The position peaked at $10.6M in Q4 2017. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Paradigm Asset Management held 29,391 shares of JPMorgan Chase worth $8.65M as of Q1 2026.
- Paradigm Asset Management left its JPMorgan Chase share count unchanged in Q1 2026.
- JPMorgan Chase made up 2.03% of Paradigm Asset Management's portfolio in Q1 2026, its #2 holding.
- Paradigm Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 38 quarters since.
- Paradigm Asset Management's JPMorgan Chase position peaked at $10.6M in Q4 2017.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Paradigm Asset Management's 13F filing for Q1 2026, filed 12 May 2026.