Paragon Private Wealth Management’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 | $2.25M | Buy |
7,758
+1,512
| +24% | +$438K | 0.9% | 23 |
|
|
2025
Q1 | $1.53M | Buy |
6,246
+2,055
| +49% | +$504K | 0.71% | 39 |
|
|
2024
Q4 | $1M | Buy |
4,191
+868
| +26% | +$208K | 0.46% | 61 |
|
|
2024
Q3 | $701K | Buy |
3,323
+487
| +17% | +$103K | 0.35% | 82 |
|
|
2024
Q2 | $574K | Buy |
2,836
+466
| +20% | +$94.2K | 0.32% | 88 |
|
|
2024
Q1 | $475K | Buy |
2,370
+526
| +29% | +$105K | 0.28% | 98 |
|
|
2023
Q4 | $314K | Buy |
+1,844
| New | +$314K | 0.22% | 106 |
|
|
2022
Q3 | – | Sell |
-6,675
| Closed | -$752K | – | 126 |
|
|
2022
Q2 | $752K | Buy |
6,675
+226
| +4% | +$25.5K | 0.8% | 40 |
|
|
2022
Q1 | $837K | Buy |
6,449
+1,459
| +29% | +$189K | 0.82% | 38 |
|
|
2021
Q4 | $790K | Buy |
+4,990
| New | +$790K | 0.7% | 45 |
|