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Disclosery

Paulson Wealth Management Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Paulson Wealth Management Inc. on JPM, newest first. How the timeline and the estimate are built.

Paulson Wealth Management Inc. held 7,845 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,845 shares
    Change vs previous 13F +42 shares

    0.54% of the 13F portfolio, value $2,567,750.

    13F-HR 0001172661-26-003028 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,803 shares
    Change vs previous 13F -296 shares

    0.54% of the 13F portfolio, value $2,295,190.

    13F-HR 0001172661-26-001633 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,099 shares
    Change vs previous 13F -347 shares

    0.6% of the 13F portfolio, value $2,609,502.

    13F-HR 0001172661-26-000481 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,446 shares
    Change vs previous 13F -98 shares

    0.63% of the 13F portfolio, value $2,663,967.

    13F-HR 0001172661-25-004553 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,544 shares
    Change vs previous 13F -21 shares

    0.64% of the 13F portfolio, value $2,476,991.

    13F-HR 0001172661-25-002914 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,565 shares
    Change vs previous 13F -60 shares

    0.59% of the 13F portfolio, value $2,100,995.

    13F-HR 0001172661-25-001699 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,625 shares
    Change vs previous 13F -1,269 shares

    0.56% of the 13F portfolio, value $2,067,499.

    13F-HR 0001172661-25-000735 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,894 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,086,249.

    13F-HR 0001172661-24-004468 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).