Paragon Financial Partners’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 | $389K | Buy |
1,342
+1
| +0.1% | +$290 | 0.27% | 53 |
|
|
2025
Q1 | $329K | Sell |
1,341
-140
| -9% | -$34.3K | 0.26% | 56 |
|
|
2024
Q4 | $355K | Sell |
1,481
-4
| -0.3% | -$959 | 0.27% | 51 |
|
|
2024
Q3 | $313K | Buy |
1,485
+1
| +0.1% | +$211 | 0.23% | 65 |
|
|
2024
Q2 | $300K | Sell |
1,484
-71
| -5% | -$14.4K | 0.23% | 66 |
|
|
2024
Q1 | $311K | Buy |
1,555
+1
| +0.1% | +$200 | 0.26% | 65 |
|
|
2023
Q4 | $264K | Sell |
1,554
-18
| -1% | -$3.06K | 0.25% | 67 |
|
|
2023
Q3 | $228K | Buy |
1,572
+1
| +0.1% | +$145 | 0.24% | 75 |
|
|
2023
Q2 | $229K | Buy |
1,571
+1
| +0.1% | +$145 | 0.22% | 79 |
|
|
2023
Q1 | $205K | Buy |
1,570
+20
| +1% | +$2.61K | 0.21% | 81 |
|
|
2022
Q4 | $208K | Buy |
+1,550
| New | +$208K | 0.23% | 77 |
|
|
2022
Q2 | – | Sell |
-1,547
| Closed | -$211K | – | 82 |
|
|
2022
Q1 | $211K | Buy |
1,547
+1
| +0.1% | +$136 | 0.18% | 82 |
|
|
2021
Q4 | $245K | Buy |
+1,546
| New | +$245K | 0.2% | 77 |
|