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 $8.68 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
34,903
Previous 37,307 6.44%
Holding current value
$8.68 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 $729B
  • 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 Paradigm Financial Partners, LLC Portfolio

Follow Paradigm Financial Partners, 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 Paradigm Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paradigm Financial Partners, LLC with notifications on news.