Paragon Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Paragon Private Wealth Management’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
2025 Q2	$2.25M	Buy
2025 Q1	$1.53M	Buy
2024 Q4	$1M	Buy
2024 Q3	$701K	Buy
2024 Q2	$574K	Buy
2024 Q1	$475K	Buy
2023 Q4	$314K	Buy
2022 Q3	–	Sell
2022 Q2	$752K	Buy
2022 Q1	$837K	Buy
2021 Q4	$790K	Buy