Paragon Private Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1922684 LEXINGTON, KY

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,966,257

+$807,274 QoQ

Shares Held

12,117

+12.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#2,306

of 5,058 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Financial Services · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $6,426,873 across 6 Banks - Diversified names. JPM ranks #1 (61.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	12,117	$3,966,257
2	RY	Royal Bank Of Canada	3,954	$818,359
3	BAC	Bank Of America Corp /De/	12,028	$685,355
4	C	Citigroup Inc	3,225	$451,370
5	WFC	Wells Fargo & Company/Mn	3,062	$253,043
6	BNY	Bank of New York Mellon Corp	1,746	$252,489

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,966,257	12,117	+12.8%	Shares	Defined	2026-07-28
2026-03-31	$3,158,983	10,739	+8.9%	Shares	Sole	2026-05-19
2025-12-31	$3,177,088	9,860	+5.4%	Shares	Sole	2026-02-11
2025-09-30	$2,951,163	9,356	+20.6%	Shares	Sole	2025-11-03
2025-06-30	$2,249,121	7,758	+24.2%	Shares	Defined	2025-08-14
2025-03-31	$1,532,143	6,246	+49.0%	Shares	Defined	2025-05-15
2024-12-31	$1,004,624	4,191	+26.1%	Shares	Sole	2025-02-07
2024-09-30	$700,687	3,323	+17.2%	Shares	Sole	2024-11-07
2024-06-30	$573,609	2,836	+19.7%	Shares	Sole	2024-08-12
2024-03-31	$474,711	2,370	+28.5%	Shares	Sole	2024-05-13
2023-12-31	$313,664	1,844	-72.4%	Shares	Sole	2024-02-09
2022-06-30	$751,671	6,675	+3.5%	Shares	Sole	2022-07-18
2022-03-31	$879,127	6,449	+29.2%	Shares	Sole	2022-06-13
2021-12-31	$790,166	4,990	—	Shares	Sole	2022-06-08
No filing history on record for this holder in this stock.