TFA
Trinity Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Sell |
20,270
-22
| -0.1% | -$6.38K | 1.8% | 17 |
|
|
2025
Q1 | $4.64M | Buy |
20,292
+1,051
| +5% | +$240K | 1.67% | 18 |
|
|
2024
Q4 | $4.62M | Sell |
19,241
-183
| -0.9% | -$43.9K | 1.75% | 18 |
|
|
2024
Q3 | $2.83M | Buy |
19,424
+869
| +5% | +$127K | 1.27% | 17 |
|
|
2024
Q2 | $3.75M | Sell |
18,555
-428
| -2% | -$86.6K | 1.68% | 14 |
|
|
2024
Q1 | $3.8M | Sell |
18,983
-3,089
| -14% | -$619K | 1.71% | 15 |
|
|
2023
Q4 | $3.75M | Sell |
22,072
-393
| -2% | -$66.8K | 1.83% | 15 |
|
|
2023
Q3 | $3.26M | Buy |
22,465
+1,272
| +6% | +$184K | 1.73% | 14 |
|
|
2023
Q2 | $3.08M | Buy |
21,193
+2,350
| +12% | +$342K | 1.65% | 13 |
|
|
2023
Q1 | $2.46M | Sell |
18,843
-1,385
| -7% | -$180K | 1.5% | 13 |
|
|
2022
Q4 | $2.71M | Buy |
20,228
+2,559
| +14% | +$343K | 1.78% | 11 |
|
|
2022
Q3 | $1.85M | Buy |
17,669
+5,231
| +42% | +$547K | 1.34% | 14 |
|
|
2022
Q2 | $1.4M | Buy |
12,438
+1,777
| +17% | +$200K | 1.03% | 18 |
|
|
2022
Q1 | $1.45M | Buy |
10,661
+5
| +0% | +$681 | 0.91% | 17 |
|
|
2021
Q4 | $1.69M | Sell |
10,656
-565
| -5% | -$89.4K | 1% | 15 |
|
|
2021
Q3 | $1.84M | Sell |
11,221
-1,848
| -14% | -$303K | 1.23% | 11 |
|
|
2021
Q2 | $2.03M | Sell |
13,069
-13,167
| -50% | -$2.05M | 1.42% | 11 |
|
|
2021
Q1 | $3.99M | Buy |
26,236
+1,765
| +7% | +$269K | 3.09% | 8 |
|
|
2020
Q4 | $3.13M | Buy |
+24,471
| New | +$3.13M | 2.84% | 11 |
|