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Paragon Financial Partners’s JPMorgan Chase JPM Stock Holding History

Paragon Financial Partners’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
Q1 		$418K Hold
1,344
– – 0.24% 53
2025
Q4 		$433K Buy
1,344
+1
+0.1% +$310 0.27% 52
2025
Q3 		$424K Buy
1,343
+1
+0.1% +$297 0.27% 47
2025
Q2 		$389K Buy
1,342
+1
+0.1% +$255 0.27% 53
2025
Q1 		$329K Sell
1,341
-140
-9% -$35.7K 0.26% 56
2024
Q4 		$355K Sell
1,481
-4
-0.3% -$932 0.27% 51
2024
Q3 		$313K Buy
1,485
+1
+0.1% +$211 0.23% 65
2024
Q2 		$300K Sell
1,484
-71
-5% -$13.9K 0.23% 66
2024
Q1 		$311K Buy
1,555
+1
+0.1% +$180 0.26% 65
2023
Q4 		$264K Sell
1,554
-18
-1% -$2.73K 0.25% 67
2023
Q3 		$228K Buy
1,572
+1
+0.1% +$150 0.24% 75
2023
Q2 		$229K Buy
1,571
+1
+0.1% +$138 0.22% 79
2023
Q1 		$205K Buy
1,570
+20
+1% +$2.74K 0.21% 81
2022
Q4 		$208K Buy
+1,550
New +$196K 0.23% 77
2022
Q2 		– Sell
-1,547
Closed -$211K – 82
2022
Q1 		$211K Buy
1,547
+1
+0.1% +$148 0.18% 82
2021
Q4 		$245K Buy
+1,546
New +$254K 0.2% 77

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paragon Financial Partners's JPM Position: Q1 2026 in Review

Paragon Financial Partners held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,344 shares worth $418K. The position accounts for 0.24% of the portfolio, ranked #53.

Paragon Financial Partners first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. The position peaked at $433K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Paragon Financial Partners held 1,344 shares of JPMorgan Chase worth $418K as of Q1 2026.
  • Paragon Financial Partners left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.24% of Paragon Financial Partners's portfolio in Q1 2026, its #53 holding.
  • Paragon Financial Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • Paragon Financial Partners's JPMorgan Chase position peaked at $433K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.