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
2026 Q1	$2.38M	Sell	8,087 -215	-3%	-$65.2K	0.65%	36
2025 Q4	$2.68M	Buy	8,302 +625	+8%	+$194K	0.69%	31
2025 Q3	$2.42M	Sell	7,677 -40	-0.5%	-$11.9K	0.63%	42
2025 Q2	$2.24M	Sell	7,717 -7,563	-49%	-$1.93M	0.68%	45
2025 Q1	$3.75M	Sell	15,280 -172	-1%	-$43.9K	1.32%	14
2024 Q4	$3.7M	Sell	15,452 -7	-0%	-$1.63K	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%	-$5.87K	1.25%	18
2024 Q1	$3.21M	Sell	16,006 -15	-0.1%	-$2.71K	1.33%	15
2023 Q4	$2.73M	Sell	16,021 -368	-2%	-$55.8K	1.3%	16
2023 Q3	$2.38M	Sell	16,389 -11,862	-42%	-$1.78M	1.21%	19
2023 Q2	$4.11M	Buy	28,251 +23,553	+501%	+$3.24M	1.88%	9
2023 Q1	$612K	Buy	4,698 +95	+2%	+$13K	0.31%	80
2022 Q4	$617K	Buy	4,603 +43	+0.9%	+$5.45K	0.34%	79
2022 Q3	$477K	Sell	4,560 -240	-5%	-$27.5K	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%	-$21.3K	0.43%	76
2021 Q2	$749K	Sell	4,936 -230	-4%	-$36.1K	0.39%	81
2021 Q1	$786K	Hold	5,166	–	–	0.45%	69
2020 Q4	$656K	Buy	+5,166	New	+$577K	0.38%	84