PFA
Paradigm Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.68M | Hold |
10,589
| – | – | 0.37% | 59 |
|
|
2021
Q3 | $1.73M | Sell |
10,589
-97
| -0.9% | -$15.9K | 0.4% | 56 |
|
|
2021
Q2 | $1.66M | Buy |
10,686
+135
| +1% | +$21K | 0.37% | 62 |
|
|
2021
Q1 | $1.61M | Sell |
10,551
-439
| -4% | -$66.8K | 0.39% | 61 |
|
|
2020
Q4 | $1.4M | Sell |
10,990
-391
| -3% | -$49.7K | 0.38% | 56 |
|
|
2020
Q3 | $1.1M | Sell |
11,381
-30
| -0.3% | -$2.89K | 0.31% | 53 |
|
|
2020
Q2 | $1.07M | Sell |
11,411
-366
| -3% | -$34.4K | 0.34% | 54 |
|
|
2020
Q1 | $1.06M | Buy |
11,777
+3,111
| +36% | +$280K | 0.39% | 54 |
|
|
2019
Q4 | $1.21M | Hold |
8,666
| – | – | 0.41% | 54 |
|
|
2019
Q3 | $1.02M | Hold |
8,666
| – | – | 0.4% | 51 |
|
|
2019
Q2 | $969K | Buy |
8,666
+75
| +0.9% | +$8.39K | 0.36% | 53 |
|
|
2019
Q1 | $870K | Buy |
8,591
+486
| +6% | +$49.2K | 0.33% | 53 |
|
|
2018
Q4 | $791K | Sell |
8,105
-72
| -0.9% | -$7.03K | 0.35% | 50 |
|
|
2018
Q3 | $922K | Buy |
8,177
+72
| +0.9% | +$8.12K | 0.36% | 47 |
|
|
2018
Q2 | $844K | Sell |
8,105
-420
| -5% | -$43.7K | 0.36% | 50 |
|
|
2018
Q1 | $937K | Hold |
8,525
| – | – | 0.41% | 50 |
|
|
2017
Q4 | $911K | Buy |
8,525
+800
| +10% | +$85.5K | 0.41% | 49 |
|
|
2017
Q3 | $737K | Buy |
7,725
+920
| +14% | +$87.8K | 0.36% | 51 |
|
|
2017
Q2 | $622K | Hold |
6,805
| – | – | 0.31% | 54 |
|
|
2017
Q1 | $597K | Buy |
6,805
+21
| +0.3% | +$1.84K | 0.31% | 54 |
|
|
2016
Q4 | $585K | Buy |
+6,784
| New | +$585K | 0.32% | 55 |
|
|
2014
Q2 | – | Sell |
-991
| Closed | -$60K | – | 146 |
|
|
2014
Q1 | $60K | Sell |
991
-1,013
| -51% | -$61.3K | 0.06% | 108 |
|
|
2013
Q4 | $117K | Buy |
+2,004
| New | +$117K | 0.11% | 92 |
|