Paragon Advisors’s JPMorgan Chase JPM Stock Holding History

Paragon 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
2023 Q4	–	Sell	-6,780	Closed	-$983K	–	117
2023 Q3	$983K	Buy	6,780 +1,237	+22%	+$185K	0.41%	58
2023 Q2	$806K	Buy	+5,543	New	+$762K	0.26%	76
2020 Q1	–	Sell	-1,771	Closed	-$241K	–	72
2019 Q4	$241K	Buy	+1,771	New	+$227K	0.26%	55

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Paragon Advisors's JPM Position: Q4 2023 in Review

Paragon Advisors sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 6,780 shares — an estimated $983K sold.

Paragon Advisors first reported a position in JPM in Q4 2019 and held it in 3 quarters. The position peaked at $983K in Q3 2023. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Paragon Advisors reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
Paragon Advisors sold 6,780 JPMorgan Chase shares in Q4 2023, an estimated $983K.
Paragon Advisors first reported a position in JPMorgan Chase in Q4 2019 and held it in 3 quarters.
Paragon Advisors's JPMorgan Chase position peaked at $983K in Q3 2023.
3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Paragon Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.