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JPMorgan Chase & Co. shares owned by Paragon Financial Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Paragon Financial Partners from 13F filings

Historical chart of Paragon Financial Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Paragon Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Paragon Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $312k 1.6k 200.32
2023-12-31 $264k 1.6k 170.13
2023-09-30 $228k 1.6k 145.04
2023-06-30 $229k 1.6k 145.47
2023-03-31 $205k 1.6k 130.34
2022-12-31 $208k 1.6k 134.13
2022-03-31 $211k 1.5k 136.39
2021-12-31 $245k 1.5k 158.47

More positions owned by Paragon Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard World Health Car Etf (VHT)
Apple (AAPL)
Ishares Tr Us Aer Def Etf (ITA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Financial (XLF)
Costco Wholesale Corporation (COST)
Vanguard World Energy Etf (VDE)
Meta Platforms Cl A (META)
Philip Morris International (PM)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Paragon Financial Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.