Paragon Capital Management (Colorado)’s JPMorgan Chase JPM Stock Holding History

Paragon Capital Management (Colorado)’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
2026 Q2	$976K	Buy	2,982 +14	+0.5%	+$4.35K	0.18%	49
2026 Q1	$873K	Buy	2,968 +14	+0.5%	+$4.25K	0.18%	49
2025 Q4	$952K	Sell	2,954 -88	-3%	-$27.2K	0.19%	50
2025 Q3	$960K	Buy	3,042 +14	+0.5%	+$4.16K	0.18%	50
2025 Q2	$878K	Sell	3,028 -60	-2%	-$15.3K	0.16%	53
2025 Q1	$758K	Buy	3,088 +2	+0.1%	+$510	0.16%	58
2024 Q4	$740K	Sell	3,086 -584	-16%	-$136K	0.15%	51
2024 Q3	$774K	Sell	3,670 -12	-0.3%	-$2.53K	0.15%	50
2024 Q2	$745K	Sell	3,682 -5	-0.1%	-$978	0.14%	49
2024 Q1	$739K	Sell	3,687 -63	-2%	-$11.4K	0.13%	50
2023 Q4	$638K	Sell	3,750 -77	-2%	-$11.7K	0.13%	56
2023 Q3	$555K	Buy	3,827 +3	+0.1%	+$450	0.12%	57
2023 Q2	$556K	Sell	3,824 -105	-3%	-$14.4K	0.12%	61
2023 Q1	$512K	Buy	3,929 +4	+0.1%	+$548	0.12%	67
2022 Q4	$526K	Buy	3,925 +5	+0.1%	+$634	0.14%	61
2022 Q3	$410K	Sell	3,920 -500	-11%	-$57.4K	0.12%	62
2022 Q2	$498K	Buy	4,420 +158	+4%	+$19.6K	0.14%	55
2022 Q1	$581K	Buy	4,262 +4	+0.1%	+$590	0.11%	59
2021 Q4	$674K	Sell	4,258 -47	-1%	-$7.72K	0.11%	57
2021 Q3	$705K	Sell	4,305 -1,074	-20%	-$168K	0.12%	56
2021 Q2	$837K	Buy	5,379 +4	+0.1%	+$628	0.39%	34
2021 Q1	$818K	Buy	5,375 +3	+0.1%	+$432	0.42%	31
2020 Q4	$683K	Buy	5,372 +5	+0.1%	+$559	0.37%	30
2020 Q3	$517K	Buy	+5,367	New	+$527K	0.28%	41
2020 Q1	–	Sell	-5,231	Closed	-$729K	–	121
2019 Q4	$729K	Sell	5,231 -362	-6%	-$46.4K	0.38%	30
2019 Q3	$658K	Buy	5,593 +3	+0.1%	+$339	0.37%	32
2019 Q2	$625K	Buy	5,590 +3	+0.1%	+$331	0.36%	32
2019 Q1	$566K	Buy	5,587 +3	+0.1%	+$309	0.34%	38
2018 Q4	$545K	Sell	5,584 -2,575	-32%	-$274K	0.26%	36
2018 Q3	$921K	Sell	8,159 -11	-0.1%	-$1.25K	0.79%	21
2018 Q2	$851K	Buy	8,170 +710	+10%	+$77.9K	0.76%	21
2018 Q1	$820K	Buy	+7,460	New	+$845K	0.36%	31
2017 Q4	–	Sell	-7,674	Closed	-$733K	–	202
2017 Q3	$733K	Buy	7,674 +486	+7%	+$44.8K	0.28%	46
2017 Q2	$657K	Buy	7,188 +292	+4%	+$25.2K	0.3%	34
2017 Q1	$606K	Buy	+6,896	New	+$608K	0.27%	42
2016 Q3	$331K	Hold	4,969	–	–	0.18%	52
2016 Q2	$309K	Hold	4,969	–	–	0.17%	57
2016 Q1	$294K	Hold	4,969	–	–	0.18%	52
2015 Q4	$328K	Sell	4,969 -174	-3%	-$11.3K	0.2%	53
2015 Q3	$314K	Hold	5,143	–	–	0.19%	57
2015 Q2	$348K	Hold	5,143	–	–	0.22%	55
2015 Q1	$312K	Sell	5,143 -231	-4%	-$13.7K	0.2%	53
2014 Q4	$336K	Buy	5,374 +101	+2%	+$6.08K	0.23%	48
2014 Q3	$318K	Hold	5,273	–	–	0.22%	51
2014 Q2	$304K	Buy	5,273 +130	+3%	+$7.31K	0.21%	52
2014 Q1	$312K	Hold	5,143	–	–	0.23%	49
2013 Q4	$301K	Hold	5,143	–	–	0.22%	48
2013 Q3	$266K	Hold	5,143	–	–	0.21%	53
2013 Q2	$271K	Buy	+5,143	New	+$261K	0.22%	54

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Paragon Capital Management (Colorado)'s JPM Position: Q2 2026 in Review

Paragon Capital Management (Colorado) increased its JPMorgan Chase (JPM) stake by 0.47% in Q2 2026, buying an estimated $4.35K and bringing the position to 2,982 shares worth $976K. The position accounts for 0.18% of the portfolio, ranked #49.

Paragon Capital Management (Colorado) first reported a position in JPM in Q2 2013 and has held it in 49 quarters since. 3,100 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Paragon Capital Management (Colorado) held 2,982 shares of JPMorgan Chase worth $976K as of Q2 2026.
Paragon Capital Management (Colorado) bought 14 JPMorgan Chase shares in Q2 2026, an estimated $4.35K.
JPMorgan Chase made up 0.18% of Paragon Capital Management (Colorado)'s portfolio in Q2 2026, its #49 holding.
Paragon Capital Management (Colorado) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 49 quarters since.
3,100 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q2 2026, filed 29 Jul 2026.