TPM
Triasima Portfolio Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.87M | Buy |
27,154
+3,796
| +16% | +$1.1M | 1.44% | 22 |
|
|
2025
Q1 | $5.73M | Buy |
23,358
+294
| +1% | +$72.1K | 1.13% | 26 |
|
|
2024
Q4 | $5.53M | Buy |
23,064
+776
| +3% | +$186K | 1.07% | 27 |
|
|
2024
Q3 | $4.7M | Buy |
22,288
+1,511
| +7% | +$319K | 1.06% | 31 |
|
|
2024
Q2 | $4.2M | Buy |
20,777
+300
| +1% | +$60.7K | 0.38% | 48 |
|
|
2024
Q1 | $4.1M | Sell |
20,477
-2,821
| -12% | -$565K | 0.34% | 58 |
|
|
2023
Q4 | $3.96M | Sell |
23,298
-1,110
| -5% | -$189K | 0.33% | 55 |
|
|
2023
Q3 | $3.54M | Hold |
24,408
| – | – | 0.32% | 58 |
|
|
2023
Q2 | $4.7M | Sell |
24,408
-637
| -3% | -$123K | 0.3% | 56 |
|
|
2023
Q1 | $3.26M | Buy |
25,045
+3,305
| +15% | +$431K | 0.27% | 60 |
|
|
2022
Q4 | $2.92M | Sell |
21,740
-3,410
| -14% | -$457K | 0.22% | 61 |
|
|
2022
Q3 | $2.63M | Hold |
25,150
| – | – | 0.21% | 67 |
|
|
2022
Q2 | $2.83M | Sell |
25,150
-1,980
| -7% | -$223K | 0.2% | 60 |
|
|
2022
Q1 | $3.7M | Sell |
27,130
-3,345
| -11% | -$456K | 0.18% | 62 |
|
|
2021
Q4 | $4.83M | Buy |
30,475
+330
| +1% | +$52.3K | 0.23% | 51 |
|
|
2021
Q3 | $4.93M | Buy |
30,145
+245
| +0.8% | +$40.1K | 0.26% | 45 |
|
|
2021
Q2 | $4.65M | Buy |
29,900
+7,400
| +33% | +$1.15M | 0.23% | 49 |
|
|
2021
Q1 | $3.43M | Buy |
22,500
+8,190
| +57% | +$1.25M | 0.17% | 63 |
|
|
2020
Q4 | $1.82M | Buy |
+14,310
| New | +$1.82M | 0.1% | 82 |
|