Triasima Portfolio 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	$6.11M	Sell	20,761 -10,954	-35%	-$3.32M	0.92%	39
2025 Q4	$10.2M	Buy	31,715 +3,223	+11%	+$998K	1.53%	21
2025 Q3	$8.99M	Buy	28,492 +1,338	+5%	+$398K	1.36%	18
2025 Q2	$7.87M	Buy	27,154 +3,796	+16%	+$969K	1.44%	22
2025 Q1	$5.73M	Buy	23,358 +294	+1%	+$75K	1.13%	26
2024 Q4	$5.53M	Buy	23,064 +776	+3%	+$181K	1.07%	27
2024 Q3	$4.7M	Buy	22,288 +1,511	+7%	+$318K	1.06%	31
2024 Q2	$4.2M	Buy	20,777 +300	+1%	+$58.6K	0.38%	48
2024 Q1	$4.1M	Sell	20,477 -2,821	-12%	-$509K	0.34%	58
2023 Q4	$3.96M	Sell	23,298 -1,110	-5%	-$168K	0.33%	55
2023 Q3	$3.54M	Hold	24,408	–	–	0.32%	58
2023 Q2	$4.7M	Sell	24,408 -637	-3%	-$87.6K	0.3%	56
2023 Q1	$3.26M	Buy	25,045 +3,305	+15%	+$453K	0.27%	60
2022 Q4	$2.92M	Sell	21,740 -3,410	-14%	-$432K	0.22%	61
2022 Q3	$2.63M	Hold	25,150	–	–	0.21%	67
2022 Q2	$2.83M	Sell	25,150 -1,980	-7%	-$245K	0.2%	60
2022 Q1	$3.7M	Sell	27,130 -3,345	-11%	-$494K	0.18%	62
2021 Q4	$4.83M	Buy	30,475 +330	+1%	+$54.2K	0.23%	51
2021 Q3	$4.93M	Buy	30,145 +245	+0.8%	+$38.4K	0.26%	45
2021 Q2	$4.65M	Buy	29,900 +7,400	+33%	+$1.16M	0.23%	49
2021 Q1	$3.42M	Buy	22,500 +8,190	+57%	+$1.18M	0.17%	63
2020 Q4	$1.82M	Buy	+14,310	New	+$1.6M	0.1%	82