JPMorgan Chase & Co. shares owned by Paragon Private Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Paragon Private Wealth Management
from 13F filings
Historical chart of Paragon Private Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Paragon Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 9.4k | 315.45 |
| 2025-06-30 | $2.2M | 7.8k | 289.90 |
| 2025-03-31 | $1.5M | 6.2k | 245.30 |
| 2024-12-31 | $1.0M | 4.2k | 239.70 |
| 2024-09-30 | $701k | 3.3k | 210.86 |
| 2024-06-30 | $574k | 2.8k | 202.24 |
| 2024-03-31 | $475k | 2.4k | 200.34 |
| 2023-12-31 | $314k | 1.8k | 170.14 |
| 2022-06-30 | $752k | 6.7k | 112.66 |
| 2022-03-31 | $837k | 6.4k | 129.79 |
| 2021-12-31 | $790k | 5.0k | 158.32 |
More positions owned by Paragon Private Wealth Management
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