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 Q2	$473K	Buy	1,346 +2	+0.1%	+$621	0.25%	51
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Paragon Financial Partners's JPM Position: Q2 2026 in Review

Paragon Financial Partners increased its JPMorgan Chase (JPM) stake by 0.15% in Q2 2026, buying an estimated $621 and bringing the position to 1,346 shares worth $473K. The position accounts for 0.25% of the portfolio, ranked #51.

Paragon Financial Partners first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Paragon Financial Partners held 1,346 shares of JPMorgan Chase worth $473K as of Q2 2026.
Paragon Financial Partners bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
JPMorgan Chase made up 0.25% of Paragon Financial Partners's portfolio in Q2 2026, its #51 holding.
Paragon Financial Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.