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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.

Tip: Access up to 7 years of quarterly data

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

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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
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

Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Nasdq Semcndtr (FTXL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
First Tr Exchange Traded Consumr Discre (FXD)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Sherwin-Williams Company (SHW)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Paragon Private Wealth Management

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.