PAM
Paradigm Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.07M | Buy |
31,291
+2,900
| +10% | +$841K | 2.24% | 1 |
|
|
2025
Q1 | $6.96M | Hold |
28,391
| – | – | 1.85% | 1 |
|
|
2024
Q4 | $6.81M | Sell |
28,391
-17,300
| -38% | -$4.15M | 1.86% | 1 |
|
|
2024
Q3 | $9.63M | Hold |
45,691
| – | – | 2.52% | 1 |
|
|
2024
Q2 | $9.24M | Buy |
45,691
+12,800
| +39% | +$2.59M | 2.58% | 1 |
|
|
2024
Q1 | $6.59M | Sell |
32,891
-400
| -1% | -$80.1K | 1.67% | 2 |
|
|
2023
Q4 | $5.66M | Sell |
33,291
-900
| -3% | -$153K | 1.5% | 2 |
|
|
2023
Q3 | $4.96M | Sell |
34,191
-1,900
| -5% | -$276K | 1.4% | 2 |
|
|
2023
Q2 | $5.25M | Sell |
36,091
-7,900
| -18% | -$1.15M | 1.41% | 2 |
|
|
2023
Q1 | $5.73M | Sell |
43,991
-100
| -0.2% | -$13K | 1.57% | 4 |
|
|
2022
Q4 | $5.91M | Buy |
44,091
+800
| +2% | +$107K | 1.66% | 4 |
|
|
2022
Q3 | $4.52M | Sell |
43,291
-1,300
| -3% | -$136K | 1.51% | 3 |
|
|
2022
Q2 | $5.02M | Buy |
44,591
+5,100
| +13% | +$574K | 1.54% | 2 |
|
|
2022
Q1 | $5.38M | Hold |
39,491
| – | – | 1.42% | 3 |
|
|
2021
Q4 | $6.25M | Buy |
39,491
+1,841
| +5% | +$292K | 1.56% | 3 |
|
|
2021
Q3 | $6.16M | Sell |
37,650
-2,000
| -5% | -$327K | 1.69% | 1 |
|
|
2021
Q2 | $6.17M | Sell |
39,650
-100
| -0.3% | -$15.6K | 1.57% | 2 |
|
|
2021
Q1 | $6.05M | Sell |
39,750
-1,400
| -3% | -$213K | 1.62% | 2 |
|
|
2020
Q4 | $5.23M | Buy |
41,150
+10,900
| +36% | +$1.39M | 1.46% | 1 |
|
|
2020
Q3 | $2.91M | Sell |
30,250
-5,000
| -14% | -$481K | 0.9% | 12 |
|
|
2020
Q2 | $3.32M | Sell |
35,250
-5,300
| -13% | -$499K | 1.02% | 5 |
|
|
2020
Q1 | $3.65M | Hold |
40,550
| – | – | 1.41% | 2 |
|
|
2019
Q4 | $5.65M | Buy |
40,550
+1,900
| +5% | +$265K | 1.68% | 1 |
|
|
2019
Q3 | $4.55M | Sell |
38,650
-8,700
| -18% | -$1.02M | 1.49% | 1 |
|
|
2019
Q2 | $5.29M | Buy |
47,350
+350
| +0.7% | +$39.1K | 1.53% | 1 |
|
|
2019
Q1 | $4.76M | Sell |
47,000
-2,300
| -5% | -$233K | 1.4% | 3 |
|
|
2018
Q4 | $4.81M | Buy |
49,300
+11,550
| +31% | +$1.13M | 1.55% | 2 |
|
|
2018
Q3 | $4.26M | Sell |
37,750
-55,250
| -59% | -$6.23M | 1.19% | 5 |
|
|
2018
Q2 | $9.69M | Hold |
93,000
| – | – | 2.82% | 1 |
|
|
2018
Q1 | $10.2M | Sell |
93,000
-5,900
| -6% | -$649K | 2.97% | 1 |
|
|
2017
Q4 | $10.6M | Buy |
98,900
+67,600
| +216% | +$7.23M | 2.89% | 1 |
|
|
2017
Q3 | $2.99M | Sell |
31,300
-11,000
| -26% | -$1.05M | 0.77% | 42 |
|
|
2017
Q2 | $3.87M | Buy |
+42,300
| New | +$3.87M | 0.78% | 35 |
|
|
2013
Q4 | – | Sell |
-191,850
| Closed | -$9.92M | – | 815 |
|
|
2013
Q3 | $9.92M | Buy |
191,850
+180,500
| +1,590% | +$9.33M | 1.62% | 1 |
|
|
2013
Q2 | $599K | Buy |
+11,350
| New | +$599K | 0.1% | 231 |
|