PWS
Paragon Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-538
| Closed | -$72.2K | – | 144 |
|
|
2022
Q4 | $72.2K | Buy |
538
+3
| +0.6% | +$403 | 0.09% | 50 |
|
|
2022
Q3 | $56K | Sell |
535
-1,635
| -75% | -$171K | 0.06% | 39 |
|
|
2022
Q2 | $244K | Sell |
2,170
-406
| -16% | -$45.7K | 0.27% | 22 |
|
|
2022
Q1 | $351K | Buy |
2,576
+33
| +1% | +$4.5K | 0.09% | 39 |
|
|
2021
Q4 | $403K | Sell |
2,543
-351
| -12% | -$55.6K | 0.1% | 38 |
|
|
2021
Q3 | $474K | Buy |
2,894
+14
| +0.5% | +$2.29K | 0.13% | 36 |
|
|
2021
Q2 | $448K | Buy |
2,880
+14
| +0.5% | +$2.18K | 0.12% | 36 |
|
|
2021
Q1 | $436K | Sell |
2,866
-2
| -0.1% | -$304 | 0.13% | 34 |
|
|
2020
Q4 | $364K | Buy |
+2,868
| New | +$364K | 0.13% | 28 |
|
|
2019
Q4 | – | Sell |
-4,046
| Closed | -$476K | – | 48 |
|
|
2019
Q3 | $476K | Buy |
4,046
+230
| +6% | +$27.1K | 0.26% | 32 |
|
|
2019
Q2 | $427K | Buy |
+3,816
| New | +$427K | 0.23% | 29 |
|