Paulson Wealth 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 | $2.3M | Sell |
7,803
-296
| -4% | -$89.8K | 0.54% | 24 |
|
|
2025
Q4 | $2.61M | Sell |
8,099
-347
| -4% | -$107K | 0.6% | 25 |
|
|
2025
Q3 | $2.66M | Sell |
8,446
-98
| -1% | -$29.1K | 0.63% | 22 |
|
|
2025
Q2 | $2.48M | Sell |
8,544
-21
| -0.2% | -$5.36K | 0.64% | 21 |
|
|
2025
Q1 | $2.1M | Sell |
8,565
-60
| -0.7% | -$15.3K | 0.59% | 25 |
|
|
2024
Q4 | $2.07M | Sell |
8,625
-1,269
| -13% | -$296K | 0.56% | 26 |
|
|
2024
Q3 | $2.09M | Sell |
9,894
-26
| -0.3% | -$5.48K | 0.56% | 27 |
|
|
2024
Q2 | $2.01M | Sell |
9,920
-80
| -0.8% | -$15.6K | 0.59% | 26 |
|
|
2024
Q1 | $2M | Sell |
10,000
-95
| -0.9% | -$17.1K | 0.59% | 29 |
|
|
2023
Q4 | $1.72M | Sell |
10,095
-2,113
| -17% | -$320K | 0.55% | 31 |
|
|
2023
Q3 | $1.77M | Buy |
12,208
+1,604
| +15% | +$240K | 0.62% | 29 |
|
|
2023
Q2 | $1.54M | Buy |
10,604
+1,231
| +13% | +$169K | 0.53% | 32 |
|
|
2023
Q1 | $1.22M | Buy |
9,373
+355
| +4% | +$48.6K | 0.54% | 22 |
|
|
2022
Q4 | $1.21M | Buy |
9,018
+283
| +3% | +$35.9K | 0.59% | 22 |
|
|
2022
Q3 | $913K | Buy |
8,735
+1,844
| +27% | +$212K | 0.49% | 22 |
|
|
2022
Q2 | $776K | Buy |
6,891
+288
| +4% | +$35.7K | 0.41% | 24 |
|
|
2022
Q1 | $900K | Sell |
6,603
-27
| -0.4% | -$3.98K | 0.41% | 24 |
|
|
2021
Q4 | $1.05M | Sell |
6,630
-684
| -9% | -$112K | 0.47% | 23 |
|
|
2021
Q3 | $1.2M | Sell |
7,314
-354
| -5% | -$55.5K | 0.57% | 21 |
|
|
2021
Q2 | $1.19M | Buy |
7,668
+135
| +2% | +$21.2K | 0.58% | 22 |
|
|
2021
Q1 | $1.15M | Buy |
7,533
+816
| +12% | +$117K | 0.57% | 22 |
|
|
2020
Q4 | $854K | Buy |
6,717
+573
| +9% | +$64K | 0.5% | 27 |
|
|
2020
Q3 | $591K | Buy |
6,144
+1,543
| +34% | +$152K | 0.38% | 35 |
|
|
2020
Q2 | $433K | Sell |
4,601
-382
| -8% | -$36.2K | 0.3% | 49 |
|
|
2020
Q1 | $452K | Sell |
4,983
-291
| -6% | -$35.4K | 0.35% | 43 |
|
|
2019
Q4 | $729K | Sell |
5,274
-1,874
| -26% | -$240K | 0.52% | 31 |
|
|
2019
Q3 | $841K | Sell |
7,148
-387
| -5% | -$43.8K | 0.63% | 27 |
|
|
2019
Q2 | $877K | Sell |
7,535
-186
| -2% | -$20.5K | 0.65% | 28 |
|
|
2019
Q1 | $782K | Buy |
7,721
+295
| +4% | +$30.4K | 0.59% | 36 |
|
|
2018
Q4 | $764K | Buy |
7,426
+381
| +5% | +$40.6K | 0.63% | 39 |
|
|
2018
Q3 | $741K | Buy |
7,045
+964
| +16% | +$109K | 0.66% | 43 |
|
|
2018
Q2 | $634K | Sell |
6,081
-950
| -14% | -$104K | 0.63% | 55 |
|
|
2018
Q1 | $773K | Buy |
7,031
+24
| +0.3% | +$2.72K | 0.77% | 39 |
|
|
2017
Q4 | $749K | Buy |
+7,007
| New | +$709K | 0.66% | 46 |
|
Other funds holding JPM
VCM
VPM
Paulson Wealth Management's JPM Position: Q1 2026 in Review
Paulson Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.7% in Q1 2026, selling an estimated $89.8K and leaving 7,803 shares worth $2.3M. The position accounts for 0.54% of the portfolio, ranked #24.
Paulson Wealth Management first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.66M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Paulson Wealth Management held 7,803 shares of JPMorgan Chase worth $2.3M as of Q1 2026.
- Paulson Wealth Management sold 296 JPMorgan Chase shares in Q1 2026, an estimated $89.8K.
- JPMorgan Chase made up 0.54% of Paulson Wealth Management's portfolio in Q1 2026, its #24 holding.
- Paulson Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Paulson Wealth Management's JPMorgan Chase position peaked at $2.66M in Q3 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.