A detailed history of Paragon Private Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 4,191 shares of JPM stock, worth $1.16 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
4,191
Previous 3,323 26.12%
Holding current value
$1.16 Million
Previous $700,000 43.43%
% of portfolio
0.48%
Previous 0.36%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$205.18 - $250.29 $178,096 - $217,251
868 Added 26.12%
4,191 $1 Million
Q3 2024

Nov 07, 2024

BUY
$194.9 - $224.8 $94,916 - $109,477
487 Added 17.17%
3,323 $700,000
Q2 2024

Aug 12, 2024

BUY
$180.08 - $204.79 $83,917 - $95,432
466 Added 19.66%
2,836 $573,000
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $87,889 - $105,357
526 Added 28.52%
2,370 $474,000
Q4 2023

Feb 09, 2024

BUY
$135.69 - $170.3 $250,212 - $314,033
1,844 New
1,844 $313,000
Q2 2022

Jul 18, 2022

BUY
$112.61 - $135.91 $25,449 - $30,715
226 Added 3.5%
6,675 $752,000
Q1 2022

Jun 13, 2022

BUY
$128.3 - $168.44 $187,189 - $245,753
1,459 Added 29.24%
6,449 $837,000
Q4 2021

Jun 08, 2022

BUY
$153.94 - $171.78 $768,160 - $857,182
4,990 New
4,990 $790,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $809B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Paragon Private Wealth Management, LLC Portfolio

Follow Paragon Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paragon Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paragon Private Wealth Management, LLC with notifications on news.