TWM
TriaGen Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
7,717
-7,563
| -49% | -$2.19M | 0.68% | 45 |
|
|
2025
Q1 | $3.75M | Sell |
15,280
-172
| -1% | -$42.2K | 1.32% | 14 |
|
|
2024
Q4 | $3.7M | Sell |
15,452
-7
| -0% | -$1.68K | 1.25% | 13 |
|
|
2024
Q3 | $3.26M | Sell |
15,459
-517
| -3% | -$109K | 1.09% | 18 |
|
|
2024
Q2 | $3.23M | Sell |
15,976
-30
| -0.2% | -$6.07K | 1.25% | 18 |
|
|
2024
Q1 | $3.21M | Sell |
16,006
-15
| -0.1% | -$3.01K | 1.33% | 15 |
|
|
2023
Q4 | $2.73M | Sell |
16,021
-368
| -2% | -$62.6K | 1.3% | 16 |
|
|
2023
Q3 | $2.38M | Sell |
16,389
-11,862
| -42% | -$1.72M | 1.21% | 19 |
|
|
2023
Q2 | $4.11M | Buy |
28,251
+23,553
| +501% | +$3.43M | 1.88% | 9 |
|
|
2023
Q1 | $612K | Buy |
4,698
+95
| +2% | +$12.4K | 0.31% | 80 |
|
|
2022
Q4 | $617K | Buy |
4,603
+43
| +0.9% | +$5.77K | 0.34% | 79 |
|
|
2022
Q3 | $477K | Sell |
4,560
-240
| -5% | -$25.1K | 0.26% | 93 |
|
|
2022
Q2 | $541K | Hold |
4,800
| – | – | 0.38% | 72 |
|
|
2022
Q1 | $654K | Hold |
4,800
| – | – | 0.34% | 86 |
|
|
2021
Q4 | $760K | Hold |
4,800
| – | – | 0.38% | 80 |
|
|
2021
Q3 | $786K | Sell |
4,800
-136
| -3% | -$22.3K | 0.43% | 76 |
|
|
2021
Q2 | $749K | Sell |
4,936
-230
| -4% | -$34.9K | 0.39% | 81 |
|
|
2021
Q1 | $786K | Hold |
5,166
| – | – | 0.45% | 69 |
|
|
2020
Q4 | $656K | Buy |
+5,166
| New | +$656K | 0.38% | 84 |
|