A detailed history of Paradigm Financial Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Paradigm Financial Partners, LLC holds 34,903 shares of JPM stock, worth $8.32 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
34,903
Previous 37,307 6.44%
Holding current value
$8.32 Million
Previous $7.55 Million 2.5%
% of portfolio
1.04%
Previous 1.14%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$194.9 - $224.8 $468,539 - $540,419
-2,404 Reduced 6.44%
34,903 $7.36 Million
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $538,439 - $612,322
2,990 Added 8.71%
37,307 $7.55 Million
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $81,707 - $97,946
489 Added 1.45%
34,317 $6.87 Million
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $135,554 - $170,129
999 Added 3.04%
33,828 $5.75 Million
Q3 2023

Oct 12, 2023

BUY
$143.21 - $158.0 $29,071 - $32,074
203 Added 0.62%
32,829 $4.76 Million
Q2 2023

Jul 13, 2023

SELL
$127.47 - $145.44 $43,212 - $49,304
-339 Reduced 1.03%
32,626 $4.75 Million
Q1 2023

Apr 11, 2023

BUY
$124.91 - $143.8 $3,372 - $3,882
27 Added 0.08%
32,965 $4.3 Million
Q4 2022

Jan 27, 2023

BUY
$101.96 - $137.84 $125,716 - $169,956
1,233 Added 3.89%
32,938 $0
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $41 - $241
2 Added 0.01%
31,705 $3.43 Million
Q2 2022

Jul 27, 2022

BUY
$112.61 - $135.91 $9,008 - $10,872
80 Added 0.25%
31,703 $3.64 Million
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $110,466 - $145,026
-861 Reduced 2.65%
31,623 $4.16 Million
Q4 2021

Feb 18, 2022

SELL
$153.94 - $171.78 $30.4 Million - $33.9 Million
-197,473 Reduced 85.87%
32,484 $5.14 Million
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $30.6 Million - $34.1 Million
198,690 Added 635.46%
229,957 $36.4 Million
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $78,922 - $89,668
537 Added 1.75%
31,267 $5.32 Million
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $176,696 - $199,561
1,199 Added 4.06%
30,730 $4.78 Million
Q1 2021

May 14, 2021

BUY
$125.65 - $157.65 $114,090 - $143,146
908 Added 3.17%
29,531 $4.5 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $96 - $127
1 Added 0.0%
28,623 $3.89 Million
Q3 2020

Nov 10, 2020

BUY
$91.28 - $103.82 $314,277 - $357,452
3,443 Added 13.67%
28,622 $2.76 Million
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $215,284 - $290,658
2,562 Added 11.33%
25,179 $2.39 Million
Q1 2020

May 08, 2020

SELL
$79.03 - $141.09 $84,087 - $150,119
-1,064 Reduced 4.49%
22,617 $2.13 Million
Q4 2019

Jan 29, 2020

BUY
$111.82 - $139.4 $29,855 - $37,219
267 Added 1.14%
23,681 $3.3 Million
Q3 2019

Nov 14, 2019

BUY
$104.8 - $120.23 $56,172 - $64,443
536 Added 2.34%
23,414 $2.64 Million
Q2 2019

Aug 14, 2019

BUY
$104.64 - $116.12 $123,579 - $137,137
1,181 Added 5.44%
22,878 $2.56 Million
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $80,504 - $88,860
829 Added 3.97%
21,697 $2.2 Million
Q4 2018

Feb 12, 2019

BUY
$92.14 - $115.32 $1.92 Million - $2.41 Million
20,868 New
20,868 $2.04 Million

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 $699B
  • 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
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