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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.87M | Buy |
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|
2025
Q1 | $5.73M | Buy |
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|
2024
Q4 | $5.53M | Buy |
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|
2024
Q3 | $4.7M | Buy |
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|
2024
Q2 | $4.2M | Buy |
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|
2024
Q1 | $4.1M | Sell |
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|
2023
Q4 | $3.96M | Sell |
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|
2023
Q3 | $3.54M | Hold |
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|
2023
Q2 | $4.7M | Sell |
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|
2023
Q1 | $3.26M | Buy |
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|
2022
Q4 | $2.92M | Sell |
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|
2022
Q3 | $2.63M | Hold |
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|
2022
Q2 | $2.83M | Sell |
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|
2022
Q1 | $3.7M | Sell |
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|
2021
Q4 | $4.83M | Buy |
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|
2021
Q3 | $4.93M | Buy |
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|
2021
Q2 | $4.65M | Buy |
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|
2021
Q1 | $3.42M | Buy |
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|
2020
Q4 | $1.82M | Buy |
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