P
Paradiem’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Hold |
35,174
| – | – | 2.57% | 15 |
|
|
2025
Q1 | $8.63M | Hold |
35,174
| – | – | 2.38% | 22 |
|
|
2024
Q4 | $8.43M | Hold |
35,174
| – | – | 2.26% | 21 |
|
|
2024
Q3 | $7.42M | Hold |
35,174
| – | – | 1.75% | 27 |
|
|
2024
Q2 | $7.11M | Hold |
35,174
| – | – | 1.78% | 27 |
|
|
2024
Q1 | $7.05M | Hold |
35,174
| – | – | 1.74% | 26 |
|
|
2023
Q4 | $5.98M | Sell |
35,174
-22,092
| -39% | -$3.76M | 1.67% | 28 |
|
|
2023
Q3 | $8.3M | Hold |
57,266
| – | – | 2.49% | 2 |
|
|
2023
Q2 | $8.33M | Hold |
57,266
| – | – | 2.37% | 3 |
|
|
2023
Q1 | $7.46M | Hold |
57,266
| – | – | 2.32% | 3 |
|
|
2022
Q4 | $7.68M | Hold |
57,266
| – | – | 2.84% | 1 |
|
|
2022
Q3 | $5.98M | Hold |
57,266
| – | – | 2.31% | 3 |
|
|
2022
Q2 | $6.45M | Hold |
57,266
| – | – | 2.44% | 2 |
|
|
2022
Q1 | $7.64M | Hold |
57,266
| – | – | 2.51% | 2 |
|
|
2021
Q4 | $8.51M | Hold |
57,266
| – | – | 2.78% | 2 |
|
|
2021
Q3 | $9.76M | Hold |
57,266
| – | – | 2.91% | 1 |
|
|
2021
Q2 | $9.16M | Sell |
57,266
-3,962
| -6% | -$634K | 2.84% | 1 |
|
|
2021
Q1 | $9.52M | Buy |
+61,228
| New | +$9.52M | 3.14% | 1 |
|