Trifecta Capital Advisors’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
$7.57M Buy
2025
Q1
$5.86M Buy
2024
Q4
$5.63M Buy
2024
Q3
$4.92M Buy
2024
Q2
$4.69M Buy
2024
Q1
$4.53M Buy
2023
Q4
$3.77M Buy
2023
Q3
$3.18M Buy
2023
Q2
$2.99M Buy
2023
Q1
$2.66M Buy
2022
Q4
$2.61M Buy