TRIA
Trail Ridge Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
8,600
-276
| -3% | -$81.8K | 1.23% | 21 |
|
|
2025
Q1 | $2.18M | Sell |
8,876
-879
| -9% | -$216K | 1.12% | 23 |
|
|
2024
Q4 | $2.34M | Buy |
9,755
+103
| +1% | +$24.7K | 1.11% | 23 |
|
|
2024
Q3 | $2.16M | Sell |
9,652
-10
| -0.1% | -$2.23K | 1.03% | 28 |
|
|
2024
Q2 | $1.95M | Buy |
9,662
+335
| +4% | +$67.8K | 1.01% | 28 |
|
|
2024
Q1 | $1.87M | Sell |
9,327
-2,980
| -24% | -$597K | 1.06% | 26 |
|
|
2023
Q4 | $2.09M | Sell |
12,307
-74
| -0.6% | -$12.6K | 1.28% | 22 |
|
|
2023
Q3 | $1.8M | Sell |
12,381
-207
| -2% | -$30K | 1.22% | 25 |
|
|
2023
Q2 | $1.83M | Sell |
12,588
-363
| -3% | -$52.8K | 1.13% | 28 |
|
|
2023
Q1 | $1.69M | Sell |
12,951
-12
| -0.1% | -$1.56K | 1.1% | 25 |
|
|
2022
Q4 | $1.74M | Buy |
12,963
+66
| +0.5% | +$8.85K | 1.2% | 25 |
|
|
2022
Q3 | $1.75M | Sell |
12,897
-279
| -2% | -$37.7K | 1.15% | 25 |
|
|
2022
Q2 | $1.48M | Sell |
13,176
-31
| -0.2% | -$3.49K | 1.01% | 32 |
|
|
2022
Q1 | $1.8M | Sell |
13,207
-174
| -1% | -$23.7K | 1.11% | 22 |
|
|
2021
Q4 | $2.12M | Buy |
+13,381
| New | +$2.12M | 1.27% | 21 |
|