Trilogy Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
7,157
-267
| -4% | -$77.4K | 0.1% | 145 |
|
|
2025
Q1 | $1.82M | Sell |
7,424
-287
| -4% | -$70.4K | 0.1% | 140 |
|
|
2024
Q4 | $1.85M | Buy |
7,711
+147
| +2% | +$35.2K | 0.1% | 150 |
|
|
2024
Q3 | $1.6M | Buy |
7,564
+68
| +0.9% | +$14.3K | 0.08% | 149 |
|
|
2024
Q2 | $1.52M | Buy |
7,496
+4,722
| +170% | +$955K | 0.08% | 146 |
|
|
2024
Q1 | $556K | Sell |
2,774
-13
| -0.5% | -$2.6K | 0.03% | 186 |
|
|
2023
Q4 | $474K | Sell |
2,787
-77
| -3% | -$13.1K | 0.03% | 177 |
|
|
2023
Q3 | $415K | Sell |
2,864
-853
| -23% | -$124K | 0.03% | 175 |
|
|
2023
Q2 | $576K | Buy |
3,717
+735
| +25% | +$114K | 0.04% | 167 |
|
|
2023
Q1 | $389K | Sell |
2,982
-22
| -0.7% | -$2.87K | 0.03% | 171 |
|
|
2022
Q4 | $403K | Buy |
+3,004
| New | +$403K | 0.03% | 171 |
|
|
2018
Q4 | – | Sell |
-360
| Closed | -$41K | – | 365 |
|
|
2018
Q3 | $41K | Hold |
360
| – | – | 0.01% | 210 |
|
|
2018
Q2 | $38K | Buy |
360
+75
| +26% | +$7.92K | 0.01% | 200 |
|
|
2018
Q1 | $31K | Buy |
+285
| New | +$31K | ﹤0.01% | 197 |
|