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Richard W. Paul & Associates’s JPMorgan Chase JPM Stock Holding History

Richard W. Paul & Associates’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
Q1 		$1.85M Buy
6,287
+130
+2% +$39.5K 0.62% 33
2025
Q4 		$1.98M Sell
6,157
-136
-2% -$42.1K 0.66% 29
2025
Q3 		$1.98M Sell
6,293
-145
-2% -$43.1K 0.68% 33
2025
Q2 		$1.87M Sell
6,438
-348
-5% -$88.8K 0.67% 32
2025
Q1 		$1.66M Sell
6,786
-211
-3% -$53.8K 0.65% 32
2024
Q4 		$1.68M Sell
6,997
-374
-5% -$87.1K 0.61% 41
2024
Q3 		$1.55M Hold
7,371
– – 0.56% 41
2024
Q2 		$1.49M Sell
7,371
-415
-5% -$81.1K 0.58% 42
2024
Q1 		$1.56M Sell
7,786
-643
-8% -$116K 0.62% 39
2023
Q4 		$1.43M Buy
8,429
+1,576
+23% +$239K 0.6% 41
2023
Q3 		$994K Buy
6,853
+153
+2% +$22.9K 0.45% 60
2023
Q2 		$974K Buy
6,700
+318
+5% +$43.7K 0.42% 65
2023
Q1 		$832K Sell
6,382
-378
-6% -$51.8K 0.38% 73
2022
Q4 		$907K Buy
+6,760
New +$857K 0.46% 65

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Richard W. Paul & Associates's JPM Position: Q1 2026 in Review

Richard W. Paul & Associates increased its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, buying an estimated $39.5K and bringing the position to 6,287 shares worth $1.85M. The position accounts for 0.62% of the portfolio, ranked #33.

Richard W. Paul & Associates first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.98M in Q3 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Richard W. Paul & Associates held 6,287 shares of JPMorgan Chase worth $1.85M as of Q1 2026.
  • Richard W. Paul & Associates bought 130 JPMorgan Chase shares in Q1 2026, an estimated $39.5K.
  • JPMorgan Chase made up 0.62% of Richard W. Paul & Associates's portfolio in Q1 2026, its #33 holding.
  • Richard W. Paul & Associates first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Richard W. Paul & Associates's JPMorgan Chase position peaked at $1.98M in Q3 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.