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Paradigm Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Paradigm Financial Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% -$15.2K 0.4% 56
2021
Q2 		$1.66M Buy
10,686
+135
+1% +$21.2K 0.37% 62
2021
Q1 		$1.61M Sell
10,551
-439
-4% -$63.2K 0.39% 61
2020
Q4 		$1.4M Sell
10,990
-391
-3% -$43.7K 0.38% 56
2020
Q3 		$1.1M Sell
11,381
-30
-0.3% -$2.95K 0.31% 53
2020
Q2 		$1.07M Sell
11,411
-366
-3% -$34.7K 0.34% 54
2020
Q1 		$1.06M Buy
11,777
+3,111
+36% +$378K 0.39% 54
2019
Q4 		$1.21M Hold
8,666
– – 0.41% 55
2019
Q3 		$1.02M Hold
8,666
– – 0.4% 52
2019
Q2 		$969K Buy
8,666
+75
+0.9% +$8.27K 0.36% 54
2019
Q1 		$870K Buy
8,591
+486
+6% +$50.1K 0.33% 54
2018
Q4 		$791K Sell
8,105
-72
-0.9% -$7.67K 0.35% 55
2018
Q3 		$922K Buy
8,177
+72
+0.9% +$8.17K 0.36% 51
2018
Q2 		$844K Sell
8,105
-420
-5% -$46.1K 0.36% 53
2018
Q1 		$937K Hold
8,525
– – 0.41% 52
2017
Q4 		$911K Buy
8,525
+800
+10% +$81K 0.41% 49
2017
Q3 		$737K Buy
7,725
+920
+14% +$84.8K 0.36% 51
2017
Q2 		$622K Hold
6,805
– – 0.31% 54
2017
Q1 		$597K Buy
6,805
+21
+0.3% +$1.85K 0.31% 54
2016
Q4 		$585K Buy
+6,784
New +$517K 0.32% 55
2014
Q2 		– Sell
-991
Closed -$60K – 146
2014
Q1 		$60K Sell
991
-1,013
-51% -$58.5K 0.06% 108
2013
Q4 		$117K Buy
+2,004
New +$110K 0.11% 92

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Paradigm Financial Advisors's JPM Position: Q4 2021 in Review

Paradigm Financial Advisors held its JPMorgan Chase (JPM) position steady in Q4 2021 at 10,589 shares worth $1.68M. The position accounts for 0.37% of the portfolio, ranked #59.

Paradigm Financial Advisors first reported a position in JPM in Q4 2013 and has held it in 23 quarters since. The position peaked at $1.73M in Q3 2021. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • Paradigm Financial Advisors held 10,589 shares of JPMorgan Chase worth $1.68M as of Q4 2021.
  • Paradigm Financial Advisors left its JPMorgan Chase share count unchanged in Q4 2021.
  • JPMorgan Chase made up 0.37% of Paradigm Financial Advisors's portfolio in Q4 2021, its #59 holding.
  • Paradigm Financial Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 23 quarters since.
  • Paradigm Financial Advisors's JPMorgan Chase position peaked at $1.73M in Q3 2021.
  • 3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.