Paragon Wealth Strategies, LLC Jpmorgan Chase & CO Transaction History

Paragon Wealth Strategies, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	BUY	$101.96 - $137.84 $305 - $413	3 Added 0.56%	538 $72,000
Q3 2022 Nov 03, 2022	SELL	$20.73 - $120.58 $33,893 - $197,148	-1,635 Reduced 75.35%	535 $56,000
Q2 2022 Jul 11, 2022	SELL	$112.61 - $135.91 $45,719 - $55,179	-406 Reduced 15.76%	2,170 $244,000
Q1 2022 Apr 22, 2022	BUY	$128.3 - $168.44 $4,233 - $5,558	33 Added 1.3%	2,576 $351,000
Q4 2021 Jan 20, 2022	SELL	$153.94 - $171.78 $54,032 - $60,294	-351 Reduced 12.13%	2,543 $403,000
Q3 2021 Oct 29, 2021	BUY	$146.97 - $166.98 $2,057 - $2,337	14 Added 0.49%	2,894 $474,000
Q2 2021 Jul 12, 2021	BUY	$147.37 - $166.44 $2,063 - $2,330	14 Added 0.49%	2,880 $448,000
Q1 2021 Apr 08, 2021	SELL	$125.65 - $157.65 $251 - $315	-2 Reduced 0.07%	2,866 $436,000
Q4 2020 Jan 26, 2021	BUY	$96.54 - $127.07 $276,876 - $364,436	2,868 New	2,868 $364,000
Q4 2019 Jan 27, 2020	SELL	$111.82 - $139.4 $452,423 - $564,012	-4,046 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$104.8 - $120.23 $24,104 - $27,652	230 Added 6.03%	4,046 $476,000
Q2 2019 Jul 17, 2019	BUY	$104.64 - $116.12 $399,306 - $443,113	3,816 New	3,816 $427,000

4,618

1.95B

29.8M

35.7M

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $713B
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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