Paragon Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Paragon Private Wealth Management’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	$3.97M	Buy	12,117 +1,378	+13%	+$428K	1.04%	20
2026 Q1	$3.16M	Buy	10,739 +879	+9%	+$267K	0.99%	17
2025 Q4	$3.18M	Buy	9,860 +504	+5%	+$156K	0.98%	19
2025 Q3	$2.95M	Buy	9,356 +1,598	+21%	+$475K	0.97%	20
2025 Q2	$2.25M	Buy	7,758 +1,512	+24%	+$386K	0.9%	23
2025 Q1	$1.53M	Buy	6,246 +2,055	+49%	+$524K	0.71%	39
2024 Q4	$1M	Buy	4,191 +868	+26%	+$202K	0.46%	61
2024 Q3	$701K	Buy	3,323 +487	+17%	+$103K	0.35%	82
2024 Q2	$574K	Buy	2,836 +466	+20%	+$91.1K	0.32%	88
2024 Q1	$475K	Buy	2,370 +526	+29%	+$94.9K	0.28%	98
2023 Q4	$314K	Buy	+1,844	New	+$279K	0.22%	106
2022 Q3	–	Sell	-6,675	Closed	-$752K	–	126
2022 Q2	$752K	Buy	6,675 +226	+4%	+$28K	0.8%	40
2022 Q1	$837K	Buy	6,449 +1,459	+29%	+$215K	0.82%	38
2021 Q4	$790K	Buy	+4,990	New	+$819K	0.7%	45

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Paragon Private Wealth Management's JPM Position: Q2 2026 in Review

Paragon Private Wealth Management increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $428K and bringing the position to 12,117 shares worth $3.97M. The position accounts for 1.04% of the portfolio, ranked #20.

Paragon Private Wealth Management first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. 2,439 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Paragon Private Wealth Management held 12,117 shares of JPMorgan Chase worth $3.97M as of Q2 2026.
Paragon Private Wealth Management bought 1,378 JPMorgan Chase shares in Q2 2026, an estimated $428K.
JPMorgan Chase made up 1.04% of Paragon Private Wealth Management's portfolio in Q2 2026, its #20 holding.
Paragon Private Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
2,439 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.