Trilogy Capital’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
Q3 | $2.27M | Buy |
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|
2025
Q2 | $2.07M | Sell |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $1.85M | Buy |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $556K | Sell |
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|
2023
Q4 | $474K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $576K | Buy |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $403K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $41K | Hold |
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|
2018
Q2 | $38K | Buy |
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|
2018
Q1 | $31K | Buy |
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