Position in JPM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,519,138
+$240,131 QoQ
Shares Held
4,641
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.41%
of 13F equity value
Holder Rank
#3,233
of 5,058 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Paladin Wealth, LLC holds $2,564,121 across 3 Banks - Diversified names. JPM ranks #1 (59.2% of the industry book) .
All Filings in JPM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519,138 | 4,641 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,279,007 | 4,348 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,470,612 | 4,564 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,525,104 | 4,835 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,452,449 | 5,010 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,223,801 | 4,989 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,130,472 | 4,716 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $951,187 | 4,511 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||