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Paragon Private Wealth Management, LLC → JPM-PM
Paragon Private Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
13
Latest value
$5.5M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q3 2025 | $3.9M |
| Q4 2025 | $3.1M |
| Q4 2025 | $78K |
| Q4 2025 | $5.2M |
| Q1 2026 | $3.1M |
| Q1 2026 | $71K |
| Q1 2026 | $5.5M |
| Q2 2026 | $80K |
| Q2 2026 | $3.9M |
| Q2 2026 | $6.1M |
| Q3 2026 | $3.3M |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 110.0K | — | — |
| Q3 2026 | $3.3M | 10.1K | — | — |
| Q2 2026 | $6.1M | 119.8K | — | — |
| Q2 2026 | $3.9M | 11.9K | — | — |
| Q2 2026 | $80K | 243 | — | — |
| Q1 2026 | $5.5M | 108.0K | — | — |
| Q1 2026 | $71K | 243 | — | — |
| Q1 2026 | $3.1M | 10.5K | — | — |
| Q4 2025 | $5.2M | 102.3K | — | — |
| Q4 2025 | $78K | 243 | — | — |
| Q4 2025 | $3.1M | 9.6K | — | — |
| Q3 2025 | $3.9M | 76.5K | — | — |
| Q3 2025 | $3M | 9.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B