TriaGen 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
Q3 | $2.42M | Sell |
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|
2025
Q2 | $2.24M | Sell |
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|
2025
Q1 | $3.75M | Sell |
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|
2024
Q4 | $3.7M | Sell |
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|
2024
Q3 | $3.26M | Sell |
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|
2024
Q2 | $3.23M | Sell |
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|
2024
Q1 | $3.21M | Sell |
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|
2023
Q4 | $2.73M | Sell |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $4.11M | Buy |
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|
2023
Q1 | $612K | Buy |
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|
2022
Q4 | $617K | Buy |
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|
2022
Q3 | $477K | Sell |
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|
2022
Q2 | $541K | Hold |
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|
2022
Q1 | $654K | Hold |
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|
2021
Q4 | $760K | Hold |
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|
2021
Q3 | $786K | Sell |
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|
2021
Q2 | $749K | Sell |
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|
2021
Q1 | $786K | Hold |
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|
2020
Q4 | $656K | Buy |
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