Paragon Capital Management (Kansas)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
1,225
+75
| +7% | +$21.7K | 0.18% | 46 |
|
|
2025
Q1 | $282K | Sell |
1,150
-324
| -22% | -$79.5K | 0.16% | 46 |
|
|
2024
Q4 | $353K | Sell |
1,474
-316
| -18% | -$75.7K | 0.19% | 38 |
|
|
2024
Q3 | $378K | Buy |
1,790
+317
| +22% | +$66.9K | 0.2% | 39 |
|
|
2024
Q2 | $298K | Buy |
1,473
+67
| +5% | +$13.6K | 0.16% | 43 |
|
|
2024
Q1 | $282K | Sell |
1,406
-36
| -2% | -$7.21K | 0.15% | 46 |
|
|
2023
Q4 | $245K | Hold |
1,442
| – | – | 0.14% | 46 |
|
|
2023
Q3 | $209K | Sell |
1,442
-102
| -7% | -$14.8K | 0.12% | 49 |
|
|
2023
Q2 | $225K | Sell |
1,544
-69
| -4% | -$10K | 0.13% | 49 |
|
|
2023
Q1 | $210K | Buy |
+1,613
| New | +$210K | 0.13% | 52 |
|
|
2022
Q4 | – | Sell |
-2,567
| Closed | -$268K | – | 55 |
|
|
2022
Q3 | $268K | Buy |
2,567
+110
| +4% | +$11.5K | 0.17% | 39 |
|
|
2022
Q2 | $277K | Buy |
2,457
+26
| +1% | +$2.93K | 0.16% | 45 |
|
|
2022
Q1 | $331K | Buy |
+2,431
| New | +$331K | 0.17% | 38 |
|
|
2021
Q3 | – | Sell |
-2,438
| Closed | -$379K | – | 61 |
|
|
2021
Q2 | $379K | Sell |
2,438
-546
| -18% | -$84.9K | 0.19% | 41 |
|
|
2021
Q1 | $448K | Buy |
2,984
+650
| +28% | +$97.6K | 0.22% | 36 |
|
|
2020
Q4 | $297K | Hold |
2,334
| – | – | 0.16% | 44 |
|
|
2020
Q3 | $225K | Buy |
+2,334
| New | +$225K | 0.13% | 51 |
|
|
2020
Q2 | – | Sell |
-2,095
| Closed | -$189K | – | 107 |
|
|
2020
Q1 | $189K | Sell |
2,095
-107
| -5% | -$9.65K | 0.14% | 46 |
|
|
2019
Q4 | $307K | Buy |
2,202
+224
| +11% | +$31.2K | 0.17% | 42 |
|
|
2019
Q3 | $233K | Hold |
1,978
| – | – | 0.12% | 48 |
|
|
2019
Q2 | $221K | Buy |
1,978
+117
| +6% | +$13.1K | 0.1% | 52 |
|
|
2019
Q1 | $188K | Buy |
+1,861
| New | +$188K | 0.09% | 52 |
|
|
2015
Q4 | – | Sell |
-3,378
| Closed | -$205K | – | 61 |
|
|
2015
Q3 | $205K | Buy |
3,378
+30
| +0.9% | +$1.82K | 0.08% | 61 |
|
|
2015
Q2 | $226K | Hold |
3,348
| – | – | 0.08% | 56 |
|
|
2015
Q1 | $202K | Hold |
3,348
| – | – | 0.08% | 59 |
|
|
2014
Q4 | $209K | Sell |
3,348
-100
| -3% | -$6.24K | 0.07% | 60 |
|
|
2014
Q3 | $207K | Buy |
+3,448
| New | +$207K | 0.08% | 61 |
|
|
2014
Q2 | – | Sell |
-3,658
| Closed | -$222K | – | 64 |
|
|
2014
Q1 | $222K | Sell |
3,658
-100
| -3% | -$6.07K | 0.1% | 65 |
|
|
2013
Q4 | $219K | Buy |
+3,758
| New | +$219K | 0.11% | 61 |
|
|
2013
Q3 | – | Sell |
-4,088
| Closed | -$215 | – | 68 |
|
|
2013
Q2 | $215 | Buy |
+4,088
| New | +$215 | 0.11% | 62 |
|