Paragon Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,780
| Closed | -$983K | – | 117 |
|
|
2023
Q3 | $983K | Buy |
6,780
+1,237
| +22% | +$179K | 0.41% | 58 |
|
|
2023
Q2 | $806K | Buy |
+5,543
| New | +$806K | 0.26% | 76 |
|
|
2020
Q1 | – | Sell |
-1,771
| Closed | -$241K | – | 72 |
|
|
2019
Q4 | $241K | Buy |
+1,771
| New | +$241K | 0.26% | 55 |
|