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 3,323 shares of JPM stock, worth $792,169. This represents 0.36% of its overall portfolio holdings.

Number of Shares
3,323
Previous 2,836 17.17%
Holding current value
$792,169
Previous $573,000 22.16%
% of portfolio
0.36%
Previous 0.33%

Shares

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