Paradigm Strategies in Wealth Management’s JPMorgan Chase JPM Stock Holding History

Paradigm Strategies in Wealth Management’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
2024 Q4	–	Sell	-1,167	Closed	-$246K	–	52
2024 Q3	$246K	Sell	1,167 -45	-4%	-$9.48K	0.15%	43
2024 Q2	$245K	Buy	1,212 +1	+0.1%	+$196	0.15%	44
2024 Q1	$243K	Buy	1,211 +2	+0.2%	+$361	0.15%	44
2023 Q4	$206K	Buy	+1,209	New	+$183K	0.14%	44
2021 Q3	–	Sell	-1,046	Closed	-$163K	–	138
2021 Q2	$163K	Buy	1,046 +1	+0.1%	+$157	0.15%	49
2021 Q1	$159K	Buy	+1,045	New	+$150K	0.15%	49

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Paradigm Strategies in Wealth Management's JPM Position: Q4 2024 in Review

Paradigm Strategies in Wealth Management sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 1,167 shares — an estimated $246K sold.

Paradigm Strategies in Wealth Management first reported a position in JPM in Q1 2021 and held it in 6 quarters. The position peaked at $246K in Q3 2024. 4,677 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Paradigm Strategies in Wealth Management reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 1,167 JPMorgan Chase shares in Q4 2024, an estimated $246K.
Paradigm Strategies in Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and held it in 6 quarters.
Paradigm Strategies in Wealth Management's JPMorgan Chase position peaked at $246K in Q3 2024.
4,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.