Palumbo Wealth Management LLC / JPM
Palumbo Wealth Management LLC’s Jpmorgan Chase & Co Position
Does Palumbo Wealth Management LLC own Jpmorgan Chase & Co (JPM)? Yes — 30.7K shares worth $9M (+2.21% of its 13F portfolio) as of Q1 2026, up from 12.7K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
30.7K
% of Portfolio
+2.21%
Quarters Held
21
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 30.7K | $9M | +2.21% |
| Q4 2025 | 12.7K | $4M | +1.01% |
| Q3 2025 | 12.4K | $4M | +1.16% |
| Q2 2025 | 12.0K | $3M | +1.08% |
| Q1 2025 | 11.6K | $3M | +0.95% |
| Q4 2024 | 11.4K | $3M | +1.02% |
| Q3 2024 | 11.2K | $2M | +0.92% |
| Q2 2024 | 10.0K | $2M | +0.85% |
| Q1 2024 | 10.2K | $2M | +0.91% |
| Q4 2023 | 10.2K | $2M | +0.89% |
| Q3 2023 | 10.2K | $1M | +0.81% |
| Q2 2023 | 13.1K | $2M | +1.17% |
| Q1 2023 | 13.1K | $2M | +1.14% |
| Q4 2022 | 12.6K | $2M | +1.35% |
| Q3 2022 | 12.5K | $1M | +1.10% |
| Q2 2022 | 12.2K | $1M | +1.09% |
| Q1 2022 | 11.8K | $2M | +1.03% |
| Q4 2021 | 11.5K | $2M | +1.14% |
| Q3 2021 | 11.0K | $2M | +1.19% |
| Q2 2021 | 14.2K | $2M | +1.48% |
| Q1 2021 | 14.0K | $2M | +1.60% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Palumbo Wealth Management LLC’s full portfolio or all institutional holders of JPM.