TCA
Trifecta Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.57M | Buy |
26,124
+2,227
| +9% | +$646K | 1.26% | 26 |
|
|
2025
Q1 | $5.86M | Buy |
23,897
+405
| +2% | +$99.3K | 1.23% | 31 |
|
|
2024
Q4 | $5.63M | Buy |
23,492
+154
| +0.7% | +$36.9K | 1.11% | 28 |
|
|
2024
Q3 | $4.92M | Buy |
23,338
+137
| +0.6% | +$28.9K | 1.03% | 33 |
|
|
2024
Q2 | $4.69M | Buy |
23,201
+565
| +2% | +$114K | 1.04% | 32 |
|
|
2024
Q1 | $4.53M | Buy |
22,636
+472
| +2% | +$94.5K | 1.1% | 27 |
|
|
2023
Q4 | $3.77M | Buy |
22,164
+237
| +1% | +$40.3K | 1.04% | 28 |
|
|
2023
Q3 | $3.18M | Buy |
21,927
+1,368
| +7% | +$198K | 1.02% | 29 |
|
|
2023
Q2 | $2.99M | Buy |
20,559
+135
| +0.7% | +$19.6K | 0.96% | 29 |
|
|
2023
Q1 | $2.66M | Buy |
20,424
+982
| +5% | +$128K | 0.94% | 32 |
|
|
2022
Q4 | $2.61M | Buy |
+19,442
| New | +$2.61M | 1.04% | 26 |
|