A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 1,167 shares of JPM stock, worth $291,423. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,167
Previous 1,212 3.71%
Holding current value
$291,423
Previous $245,000 -0.0%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 24, 2024

SELL
$194.9 - $224.8 $8,770 - $10,116
-45 Reduced 3.71%
1,167 $245,000
Q2 2024

Jul 30, 2024

BUY
$180.08 - $204.79 $180 - $204
1 Added 0.08%
1,212 $245,000
Q1 2024

May 02, 2024

BUY
$167.09 - $200.3 $334 - $400
2 Added 0.17%
1,211 $242,000
Q4 2023

Jan 26, 2024

BUY
$135.69 - $170.3 $164,049 - $205,892
1,209 New
1,209 $205,000
Q3 2021

Oct 15, 2021

SELL
$146.97 - $166.98 $153,730 - $174,661
-1,046 Closed
0 $0
Q2 2021

Jul 30, 2021

BUY
$147.37 - $166.44 $147 - $166
1 Added 0.1%
1,046 $163,000
Q1 2021

Apr 29, 2021

BUY
$125.65 - $157.65 $131,304 - $164,744
1,045 New
1,045 $159,000

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 $732B
  • 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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