Paragon Financial Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $424K | Buy |
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|
2025
Q2 | $389K | Buy |
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|
2025
Q1 | $329K | Sell |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $313K | Buy |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $264K | Sell |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Buy |
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|
2021
Q4 | $245K | Buy |
|