Triad Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
9,564
+1,734
| +22% | +$503K | 0.56% | 36 |
|
|
2025
Q1 | $1.92M | Buy |
7,830
+371
| +5% | +$91K | 0.6% | 37 |
|
|
2024
Q4 | $1.79M | Buy |
+7,459
| New | +$1.79M | 0.65% | 34 |
|
|
2024
Q3 | – | Sell |
-5,536
| Closed | -$1.12M | – | 496 |
|
|
2024
Q2 | $1.12M | Buy |
5,536
+1,684
| +44% | +$341K | 0.59% | 23 |
|
|
2024
Q1 | $772K | Buy |
+3,852
| New | +$772K | 0.59% | 22 |
|