Paulson Wealth Management Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1731878 West Palm Beach, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,567,903

+$272,573 QoQ

Shares Held

7,845

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.01%

of 13F equity value

Holder Rank

#2,741

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Paulson Wealth Management Inc. holds $3,309,280 across 3 Banks - Diversified names. JPM ranks #1 (77.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,845	$2,567,903
2	C	Citigroup Inc	2,959	$414,141
3	BAC	Bank Of America Corp /De/	5,743	$327,236

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,567,903	7,845	+0.5%	Shares	Sole	2026-08-04
2026-03-31	$2,295,330	7,803	-3.7%	Shares	Sole	2026-05-08
2025-12-31	$2,609,659	8,099	-4.1%	Shares	Sole	2026-02-05
2025-09-30	$2,664,121	8,446	-1.1%	Shares	Sole	2025-11-03
2025-06-30	$2,476,991	8,544	-0.2%	Shares	Sole	2025-08-06
2025-03-31	$2,100,994	8,565	-0.7%	Shares	Sole	2025-05-12
2024-12-31	$2,067,498	8,625	-12.8%	Shares	Sole	2025-02-13
2024-09-30	$2,086,248	9,894	-0.3%	Shares	Sole	2024-11-05
2024-06-30	$2,006,419	9,920	-0.8%	Shares	Sole	2024-07-25
2024-03-31	$2,003,000	10,000	-0.9%	Shares	Sole	2024-05-03
2023-12-31	$1,717,159	10,095	-17.3%	Shares	Sole	2024-02-13
2023-09-30	$1,770,404	12,208	+15.1%	Shares	Sole	2023-11-01
2023-06-30	$1,542,245	10,604	+13.1%	Shares	Sole	2023-08-01
2023-03-31	$1,221,395	9,373	+3.9%	Shares	Sole	2023-05-09
2022-12-31	$1,209,313	9,018	+3.2%	Shares	Sole	2023-01-26
2022-09-30	$912,807	8,735	+26.8%	Shares	Sole	2022-11-03
2022-06-30	$775,995	6,891	+4.4%	Shares	Sole	2022-08-05
2022-03-31	$900,120	6,603	-0.4%	Shares	Sole	2022-05-02
2021-12-31	$1,049,860	6,630	-9.4%	Shares	Sole	2022-01-28
2021-09-30	$1,197,228	7,314	-4.6%	Shares	Sole	2021-10-22
2021-06-30	$1,192,680	7,668	+1.8%	Shares	Sole	2021-07-26
2021-03-31	$1,146,748	7,533	+12.1%	Shares	Sole	2021-04-30
2020-12-31	$853,529	6,717	+9.3%	Shares	Sole	2021-02-05
2020-09-30	$591,482	6,144	+33.5%	Shares	Sole	2020-10-14
2020-06-30	$432,770	4,601	-7.7%	Shares	Sole	2020-07-17
2020-03-31	$448,619	4,983	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.