TWM
Trevian Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
1,458
+30
| +2% | +$8.7K | 0.26% | 28 |
|
|
2025
Q1 | $350K | Sell |
1,428
-83
| -5% | -$20.3K | 0.25% | 24 |
|
|
2024
Q4 | $362K | Hold |
1,511
| – | – | 0.27% | 24 |
|
|
2024
Q3 | $319K | Hold |
1,511
| – | – | 0.26% | 24 |
|
|
2024
Q2 | $306K | Hold |
1,511
| – | – | 1.52% | 12 |
|
|
2024
Q1 | $303K | Buy |
1,511
+9
| +0.6% | +$1.81K | 0.21% | 23 |
|
|
2023
Q4 | $255K | Sell |
1,502
-160
| -10% | -$27.2K | 0.2% | 27 |
|
|
2023
Q3 | $241K | Buy |
1,662
+20
| +1% | +$2.9K | 0.22% | 25 |
|
|
2023
Q2 | $239K | Sell |
1,642
-88
| -5% | -$12.8K | 1.91% | 11 |
|
|
2023
Q1 | $225K | Sell |
1,730
-12,388
| -88% | -$1.61M | 0.21% | 28 |
|
|
2022
Q4 | $1.89M | Buy |
14,118
+11,703
| +485% | +$1.57M | 2.07% | 7 |
|
|
2022
Q3 | $252K | Buy |
2,415
+112
| +5% | +$11.7K | 0.28% | 27 |
|
|
2022
Q2 | $259K | Hold |
2,303
| – | – | 0.28% | 26 |
|
|
2022
Q1 | $314K | Hold |
2,303
| – | – | 0.3% | 25 |
|
|
2021
Q4 | $364K | Buy |
+2,303
| New | +$364K | 0.35% | 24 |
|