Trevian Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
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|
2025
Q1 | $350K | Sell |
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|
2024
Q4 | $362K | Hold |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $306K | Hold |
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|
2024
Q1 | $303K | Buy |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $1.89M | Buy |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $314K | Hold |
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|
2021
Q4 | $364K | Buy |
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