Paradigm Financial Partners, LLC Jpmorgan Chase & CO Transaction History

Paradigm Financial Partners, LLC

$460 Million
Q1 2024

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 34,317 shares of JPM stock, worth $7.03 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

34,317

Previous 33,828 1.45%

Holding current value

$7.03 Million

Previous $5.75 Million 19.45%

% of portfolio

1.49%

Previous 1.41%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,423

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $601B
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 ...

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Paradigm Financial Partners, LLC Jpmorgan Chase & CO Transaction History