Paragon Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Paragon Wealth Strategies’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
2023 Q1	–	Sell	-538	Closed	-$72.2K	–	139
2022 Q4	$72.2K	Buy	538 +3	+0.6%	+$380	0.09%	50
2022 Q3	$56K	Sell	535 -1,635	-75%	-$188K	0.06%	39
2022 Q2	$244K	Sell	2,170 -406	-16%	-$50.3K	0.27%	22
2022 Q1	$351K	Buy	2,576 +33	+1%	+$4.87K	0.09%	39
2021 Q4	$403K	Sell	2,543 -351	-12%	-$57.6K	0.1%	38
2021 Q3	$474K	Buy	2,894 +14	+0.5%	+$2.19K	0.13%	36
2021 Q2	$448K	Buy	2,880 +14	+0.5%	+$2.2K	0.12%	36
2021 Q1	$436K	Sell	2,866 -2	-0.1%	-$288	0.13%	34
2020 Q4	$364K	Buy	+2,868	New	+$321K	0.13%	28
2019 Q4	–	Sell	-4,046	Closed	-$476K	–	48
2019 Q3	$476K	Buy	4,046 +230	+6%	+$26K	0.26%	32
2019 Q2	$427K	Buy	+3,816	New	+$421K	0.23%	29

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Paragon Wealth Strategies's JPM Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 538 shares — an estimated $72.2K sold.

Paragon Wealth Strategies first reported a position in JPM in Q2 2019 and held it in 11 quarters. The position peaked at $476K in Q3 2019. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

Paragon Wealth Strategies reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 538 JPMorgan Chase shares in Q1 2023, an estimated $72.2K.
Paragon Wealth Strategies first reported a position in JPMorgan Chase in Q2 2019 and held it in 11 quarters.
Paragon Wealth Strategies's JPMorgan Chase position peaked at $476K in Q3 2019.
3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.