Capstone Triton Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $1.9M | Buy |
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|
2025
Q3 | $1.83M | Buy |
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|
2025
Q2 | $1.63M | Buy |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $999K | Buy |
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|
2024
Q1 | $951K | Buy |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $243K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $179K | Buy |
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